Generate project tasks when deals are won

When a deal is won in Teamleader Focus, automatically create a project task in vPlan to kick off client onboarding.

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See all vPlan + Teamleader Focus 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.

vPlan Explore vPlan →

Triggers

New task created

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

Task completed

Fires when a task in vPlan is marked complete.

Due date approaching

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

Status changed

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

Actions

Create task

Creates a new task, job or item in vPlan.

Update task

Updates a task's status or assignee in vPlan.

Add comment

Posts a comment on a task in vPlan.

Assign task

Assigns a task in vPlan to a team member.

Teamleader Focus Explore Teamleader Focus →

Triggers

New contact or lead

Fires when a new contact or lead is added to Teamleader Focus.

Contact updated

Fires when a field on a contact changes in Teamleader Focus.

Deal or record stage changed

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

Deal won

Fires when a deal is marked won in Teamleader Focus.

Actions

Create or update contact

Creates or updates a contact in Teamleader Focus.

Create deal

Creates a new deal in Teamleader Focus.

Update record stage

Moves a deal or record to a new stage in Teamleader Focus.

Log activity

Logs a call, email, or note against a record in Teamleader Focus.

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

See all vPlan + Teamleader Focus integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Generate project tasks when deals are won” between vPlan and Teamleader Focus?

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

Yes, when a deal is won or changes stages in Teamleader Focus, you can instantly create initial project tasks in vPlan.