Totango Procore

Log activity in CRM when task comments are added

When a comment is added to a client task in Procore, automatically log the activity in Totango on the customer record.

Try:

See all Totango + Procore 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.

Totango Explore Totango →

Triggers
New contact or lead

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

Contact updated

Fires when a field on a contact changes in Totango.

Deal or record stage changed

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

Deal won

Fires when a deal is marked won in Totango.

Actions
Create or update contact

Creates or updates a contact in Totango.

Create deal

Creates a new deal in Totango.

Update record stage

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

Log activity

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

Procore Explore Procore →

Triggers
New task created

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

Task completed

Fires when a task in Procore is marked complete.

Due date approaching

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

Status changed

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

Actions
Create task

Creates a new task, job or item in Procore.

Update task

Updates a task's status or assignee in Procore.

Add comment

Posts a comment on a task in Procore.

Assign task

Assigns a task in Procore to a team member.

Generate project tasks when deals are won When a deal is won in Totango, automatically create a project task in Procore to kick off client onboarding. See details
Update CRM deal stages when project tasks complete When a milestone task is completed in Procore, automatically update the deal stage in Totango to keep sales reps informed. See details

See all Totango + Procore integrations →  ·  Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Log activity in CRM when task comments are added” between Totango and Procore?

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

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

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