Generate project tasks when deals are won

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

Try:

See all Userback + Shape 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.

Userback Explore Userback →

Triggers

New task created

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

Task completed

Fires when a task in Userback is marked complete.

Due date approaching

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

Comment added

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

Actions

Create task

Creates a new task in Userback.

Update task

Updates a task's status or assignee in Userback.

Add comment

Posts a comment on a task in Userback.

Move task

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

Shape Explore Shape →

Triggers

New lead created

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

Deal stage changed

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

Deal won

Fires when a deal is marked won in Shape.

Contact updated

Fires when a field on a contact changes in Shape.

Actions

Create or update contact

Creates or updates a contact in Shape.

Create deal

Creates a new deal in Shape.

Update deal stage

Moves a deal to a new stage in Shape.

Log activity

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

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

See all Userback + Shape integrations → · Browse the full workflow library →

Enterprise-grade security

Visit our Security Center Review the DPA

FAQ

Common questions

Can Knit build “Generate project tasks when deals are won” between Userback and Shape?

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

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