Generate project tasks when deals are won

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

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See all WHMCS + ProcessPlan 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.

WHMCS Explore WHMCS →

Triggers

New lead created

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

Deal stage changed

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

Deal won

Fires when a deal is marked won in WHMCS.

Contact updated

Fires when a field on a contact changes in WHMCS.

Actions

Create or update contact

Creates or updates a contact in WHMCS.

Create deal

Creates a new deal in WHMCS.

Update deal stage

Moves a deal to a new stage in WHMCS.

Log activity

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

ProcessPlan Explore ProcessPlan →

Triggers

New task created

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

Task completed

Fires when a task in ProcessPlan is marked complete.

Due date approaching

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

Comment added

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

Actions

Create task

Creates a new task in ProcessPlan.

Update task

Updates a task's status or assignee in ProcessPlan.

Add comment

Posts a comment on a task in ProcessPlan.

Move task

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

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

See all WHMCS + ProcessPlan integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Generate project tasks when deals are won” between WHMCS and ProcessPlan?

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

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