Log activity in CRM when task comments are added

When a comment is added to a client task in Work Wallet, automatically log the activity in Salesforce on the customer record.

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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.

Work Wallet Explore Work Wallet →

Triggers

Audit completed

Fires when an audit, inspection or risk assessment is completed in Work Wallet.

New attendance

Fires when a worker signs in or out of a site in Work Wallet.

New record

Fires when a safety record or event is logged in Work Wallet.

Actions

Add record

Logs a safety record, check or event in Work Wallet.

Add request

Creates a request or action item in Work Wallet.

Salesforce Explore Salesforce →

Triggers

New contact or lead

Fires when a new contact or lead is added to Salesforce.

Contact updated

Fires when a field on a contact changes in Salesforce.

Deal or record stage changed

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

Deal won

Fires when a deal is marked won in Salesforce.

Actions

Create or update contact

Creates or updates a contact in Salesforce.

Create deal

Creates a new deal in Salesforce.

Update record stage

Moves a deal or record to a new stage in Salesforce.

Log activity

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

Generate project tasks when deals are won When a deal is won in Salesforce, automatically create a project task in Work Wallet to kick off client onboarding. See details

Update CRM deal stages when project tasks complete When a milestone task is completed in Work Wallet, automatically update the deal stage in Salesforce to keep sales reps informed. See details

See all Work Wallet + Salesforce integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Log activity in CRM when task comments are added” between Work Wallet and Salesforce?

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

Yes, when a deal is won or changes stages in Salesforce, you can instantly create initial project tasks in Work Wallet.