Generate project tasks when deals are won

When a deal is won in Tracker, automatically create a project task in Projectworks to kick off client onboarding.

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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.

Tracker Explore Tracker →

Triggers

New lead created

Fires when a new lead or contact is created in Tracker.

Deal stage changed

Fires when a deal moves to a new stage in Tracker.

Deal won

Fires when a deal is marked won in Tracker.

Contact updated

Fires when a field on a contact changes in Tracker.

Actions

Create or update contact

Creates or updates a contact in Tracker.

Create deal

Creates a new deal in Tracker.

Update deal stage

Moves a deal to a new stage in Tracker.

Log activity

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

Projectworks Explore Projectworks →

Triggers

New task created

Fires when a new task or card is created in Projectworks.

Task completed

Fires when a task in Projectworks is marked complete.

Due date approaching

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

Comment added

Fires when a comment is added to a task in Projectworks.

Actions

Create task

Creates a new task in Projectworks.

Update task

Updates a task's status or assignee in Projectworks.

Add comment

Posts a comment on a task in Projectworks.

Move task

Moves a task in Projectworks to a different board or list.

Update CRM deal stages when project tasks complete When a milestone task is completed in Projectworks, automatically update the deal stage in Tracker 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 Projectworks, automatically log the activity in Tracker on the customer record. See details

See all Tracker + Projectworks integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Generate project tasks when deals are won” between Tracker and Projectworks?

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

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