SUMIT Communities

When card updated in SUMIT, sync it to Communities CRM.

Sync card updates in SUMIT to update contact profiles in Communities CRM.

Try:

See all SUMIT + Communities integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

SUMIT Explore SUMIT →

Triggers
New task created

Fires when a new task, job or item is created in SUMIT.

Task completed

Fires when a task in SUMIT is marked complete.

Due date approaching

Fires when a task's due date in SUMIT is coming up.

Status changed

Fires when a task, job or project changes status in SUMIT.

Actions
Create task

Creates a new task, job or item in SUMIT.

Update task

Updates a task's status or assignee in SUMIT.

Add comment

Posts a comment on a task in SUMIT.

Assign task

Assigns a task in SUMIT to a team member.

Communities Explore Communities →

Triggers
New contact or lead

Fires when a new contact or lead is added to Communities.

Contact updated

Fires when a field on a contact changes in Communities.

Deal or record stage changed

Fires when a deal, case or record moves to a new stage in Communities.

Deal won

Fires when a deal is marked won in Communities.

Actions
Create or update contact

Creates or updates a contact in Communities.

Create deal

Creates a new deal in Communities.

Update record stage

Moves a deal or record to a new stage in Communities.

Log activity

Logs a call, email, or note against a record in Communities.

Generate project tasks when deals are won When a deal is won in Communities, automatically create a project task in SUMIT to kick off client onboarding. See details
Update CRM deal stages when project tasks complete When a milestone task is completed in SUMIT, automatically update the deal stage in Communities to keep sales reps informed. See details
Log activity in CRM when task comments are added When a comment is added to a client task in SUMIT, automatically log the activity in Communities on the customer record. See details

See all SUMIT + Communities integrations →  ·  Browse the full workflow library →

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FAQ

Common questions

Can Knit build “When card updated in SUMIT, sync it to Communities CRM.” between SUMIT and Communities?

Yes — describe it in the box above and Knit's Integrations Agent researches SUMIT and Communities's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does connecting SUMIT and Communities help sales and delivery teams?

It bridges revenue and fulfillment, automatically converting won deals into project work and keeping sales reps updated on project status.

Can deal changes in Communities automatically spin up project tasks?

Yes, when a deal is won or changes stages in Communities, you can instantly create initial project tasks in SUMIT.

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