Log activity in CRM when task comments are added
When a comment is added to a client task in Week Plan, automatically log the activity in Dubsado on the customer record.
Google for Startups AcceleratorHow 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.
Week Plan Explore Week Plan →
TriggersFires when a new task, job or item is created in Week Plan.
Fires when a task in Week Plan is marked complete.
Fires when a task's due date in Week Plan is coming up.
Fires when a task, job or project changes status in Week Plan.
Creates a new task, job or item in Week Plan.
Updates a task's status or assignee in Week Plan.
Posts a comment on a task in Week Plan.
Assigns a task in Week Plan to a team member.
Dubsado Explore Dubsado →
TriggersFires when a new contact or lead is added to Dubsado.
Fires when a field on a contact changes in Dubsado.
Fires when a deal, case or record moves to a new stage in Dubsado.
Fires when a deal is marked won in Dubsado.
Creates or updates a contact in Dubsado.
Creates a new deal in Dubsado.
Moves a deal or record to a new stage in Dubsado.
Logs a call, email, or note against a record in Dubsado.
More Week Plan + Dubsado workflows
See all Week Plan + Dubsado integrations → · Browse the full workflow library →
Enterprise-grade security
Common questions
Can Knit build “Log activity in CRM when task comments are added” between Week Plan and Dubsado?
Yes — describe it in the box above and Knit's Integrations Agent researches Week Plan and Dubsado'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 Week Plan and Dubsado 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 Dubsado automatically spin up project tasks?
Yes, when a deal is won or changes stages in Dubsado, you can instantly create initial project tasks in Week Plan.