Update CRM deal stages when project tasks complete
When a milestone task is completed in JobTread, automatically update the deal stage in Toolsey to keep sales reps informed.
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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.
Toolsey Explore Toolsey →
TriggersFires when a new contact or lead is added to Toolsey.
Fires when a field on a contact changes in Toolsey.
Fires when a deal, case or record moves to a new stage in Toolsey.
Fires when a deal is marked won in Toolsey.
Creates or updates a contact in Toolsey.
Creates a new deal in Toolsey.
Moves a deal or record to a new stage in Toolsey.
Logs a call, email, or note against a record in Toolsey.
JobTread Explore JobTread →
TriggersFires when a new task, job or item is created in JobTread.
Fires when a task in JobTread is marked complete.
Fires when a task's due date in JobTread is coming up.
Fires when a task, job or project changes status in JobTread.
Creates a new task, job or item in JobTread.
Updates a task's status or assignee in JobTread.
Posts a comment on a task in JobTread.
Assigns a task in JobTread to a team member.
More Toolsey + JobTread workflows
Generate project tasks when deals are won
When a deal is won in Toolsey, automatically create a project task in JobTread 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 JobTread, automatically log the activity in Toolsey on the customer record.
See details
See all Toolsey + JobTread integrations → · Browse the full workflow library →
Common questions
Can Knit build “Update CRM deal stages when project tasks complete” between Toolsey and JobTread?
Yes — describe it in the box above and Knit's Integrations Agent researches Toolsey and JobTread'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 JobTread and Toolsey 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 Toolsey automatically spin up project tasks?
Yes, when a deal is won or changes stages in Toolsey, you can instantly create initial project tasks in JobTread.