Update CRM deal stages when project tasks complete

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

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See all UpKeep + Autotask 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.

UpKeep Explore UpKeep →

Triggers

New task created

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

Task completed

Fires when a task in UpKeep is marked complete.

Due date approaching

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

Comment added

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

Actions

Create task

Creates a new task in UpKeep.

Update task

Updates a task's status or assignee in UpKeep.

Add comment

Posts a comment on a task in UpKeep.

Move task

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

Autotask Explore Autotask →

Triggers

New lead created

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

Deal stage changed

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

Deal won

Fires when a deal is marked won in Autotask.

Contact updated

Fires when a field on a contact changes in Autotask.

Actions

Create or update contact

Creates or updates a contact in Autotask.

Create deal

Creates a new deal in Autotask.

Update deal stage

Moves a deal to a new stage in Autotask.

Log activity

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

Generate project tasks when deals are won When a deal is won in Autotask, automatically create a project task in UpKeep 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 UpKeep, automatically log the activity in Autotask on the customer record. See details

See all UpKeep + Autotask integrations → · Browse the full workflow library →

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FAQ

Common questions

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

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

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