Workamajig + RevBoss Integrations
Put Workamajig + RevBoss to work with AI and enterprise-grade automation
4.9/5 on G2·
Google for Startups Accelerator
Workflows you can build between Workamajig and RevBoss
See the kind of workflows teams build with Workamajig and RevBoss below — describe the exact one you want above and the Agent builds it on demand.
Workamajig + RevBoss
When a prospect event occurs in RevBoss, update project or lead information in Workamajig.
Generate project tasks when deals are won
When a deal is won in RevBoss, automatically create a project task in Workamajig to kick off client onboarding.
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Update CRM deal stages when project tasks complete
When a milestone task is completed in Workamajig, automatically update the deal stage in RevBoss to keep sales reps informed.
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Log activity in CRM when task comments are added
When a comment is added to a client task in Workamajig, automatically log the activity in RevBoss on the customer record.
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Browse the full workflow library →
Looking to achieve something else with Workamajig and RevBoss?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Workamajig and RevBoss
Everything Workamajig and RevBoss can do inside a workflow — the triggers that start one and the actions that run when it fires.
Workamajig Explore Workamajig →
Workamajig is an all-in-one project management software tailored for creative agencies, marketing teams, and design firms.
TriggersTriggers when a new activity is created.
Triggers when a company is updated.
Triggers when a new contact is created.
Triggers when a contact is updated.
Triggers when a new lead is created.
This trigger gets called when a lead is updated in Workamajig
Creates a new activity.
This will add a new email address to a Marketing Group in Workamajig. Please note the email address must be associated to an existing contact with Workamajig before adding it.
Creates a new company.
Creates a new contact.
Updates a contact.
Creates a new lead.
RevBoss Explore RevBoss →
A sales development application that automates outbound lead generation, email prospecting sequences, and client acquisition workflows.
TriggersTriggers when a Prospect completes a specified event.
Creates a new contact in RevBoss.
Adds a new contact to suppression RevBoss and tags it as a lead if it exists.
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Explore more Project Management integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
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Aha!
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airfocus
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Other CRM apps on Knit
Explore more CRM integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10xCRM
10xCRM is a customer relationship management solution that helps sales teams organize contacts, track pipelines, and automate communications.
17hats
17hats is a business management and CRM software designed for solo entrepreneurs and small businesses to handle client workflows and invoicing.
1CRM
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Abby Connect
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AccuLynx
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Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Workamajig + RevBoss
Is there a pre-built Workamajig + RevBoss automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Workamajig and RevBoss's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Workamajig or RevBoss connector?
No. The Agent works whether or not Workamajig or RevBoss already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does connecting Workamajig and RevBoss 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 RevBoss automatically spin up project tasks?
Yes, when a deal is won or changes stages in RevBoss, you can instantly create initial project tasks in Workamajig.