Update CRM deal stages when project tasks complete

When a milestone task is completed in Futureworks, automatically update the deal stage in SuperOffice to keep sales reps informed.

Try:

See all SuperOffice + Futureworks integrations or talk to a human

Trusted by teams already building on Knit·

4.9/5 on G2·

Google for Startups Accelerator

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.

SuperOffice Explore SuperOffice →

Triggers

New contact or lead

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

Contact updated

Fires when a field on a contact changes in SuperOffice.

Deal or record stage changed

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

Deal won

Fires when a deal is marked won in SuperOffice.

Actions

Create or update contact

Creates or updates a contact in SuperOffice.

Create deal

Creates a new deal in SuperOffice.

Update record stage

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

Log activity

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

Futureworks Explore Futureworks →

Triggers

New task created

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

Task completed

Fires when a task in Futureworks is marked complete.

Due date approaching

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

Status changed

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

Actions

Create task

Creates a new task, job or item in Futureworks.

Update task

Updates a task's status or assignee in Futureworks.

Add comment

Posts a comment on a task in Futureworks.

Assign task

Assigns a task in Futureworks to a team member.

Generate project tasks when deals are won When a deal is won in SuperOffice, automatically create a project task in Futureworks to kick off client onboarding. See details

Log activity in CRM when task comments are added When a comment is added to a client task in Futureworks, automatically log the activity in SuperOffice on the customer record. See details

See all SuperOffice + Futureworks integrations → · Browse the full workflow library →

Enterprise-grade security

Visit our Security Center Review the DPA

FAQ

Common questions

Can Knit build “Update CRM deal stages when project tasks complete” between SuperOffice and Futureworks?

Yes — describe it in the box above and Knit's Integrations Agent researches SuperOffice and Futureworks'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 Futureworks and SuperOffice 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 SuperOffice automatically spin up project tasks?

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