Create task when new lead enters workflow

When a contact enters a specific campaign workflow in Walletap, automatically generate an onboarding task in Productive.io for team assignment.

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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.

Walletap Explore Walletap →

Triggers

New lead captured

Fires when a new lead or contact is captured in Walletap.

Contact enters a workflow

Fires when a contact enters an automation in Walletap.

Contact updated

Fires when a field on a contact changes in Walletap.

Contact unsubscribed

Fires when a contact unsubscribes in Walletap.

Actions

Create or update a contact

Creates or updates a contact in Walletap.

Add a contact to a campaign

Adds a contact to a workflow or campaign in Walletap.

Send a message

Sends an email or message to a contact via Walletap.

Apply or remove a tag

Changes a contact's tags in Walletap.

Productive.io Explore Productive.io →

Triggers

New task created

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

Task completed

Fires when a task in Productive.io is marked complete.

Due date approaching

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

Status changed

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

Actions

Create task

Creates a new task, job or item in Productive.io.

Update task

Updates a task's status or assignee in Productive.io.

Add comment

Posts a comment on a task in Productive.io.

Assign task

Assigns a task in Productive.io to a team member.

Tag marketing contact upon task completion Whenever an onboarding task is completed in Productive.io, automatically apply a verified status tag to the corresponding contact in Walletap. See details

Add project comment when client unsubscribes If a contact unsubscribes from marketing communications in Walletap, automatically append a comment to their active account task in Productive.io. See details

See all Walletap + Productive.io integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Create task when new lead enters workflow” between Walletap and Productive.io?

Yes — describe it in the box above and Knit's Integrations Agent researches Walletap and Productive.io'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 marketing automation to project management help teams?

It eliminates manual handoffs by automatically creating operational tasks in Productive.io whenever contacts reach key stages in Walletap marketing campaigns.

Can completed project tasks influence marketing automation sequences?

Yes, when project tasks are completed in Productive.io, you can automatically tag contacts or enter them into targeted follow-up workflows in Walletap.