Generate project tasks when deals are won

When a deal is won in Teamleader Focus, automatically create a project task in Workamajig to kick off client onboarding.

Try:

See all Workamajig + Teamleader Focus integrations or talk to a human

Trusted by teams already building on Knit·

4.9/5 on G2·

Google for Startups Accelerator

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.

Workamajig Explore Workamajig →

Triggers

New task created

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

Task completed

Fires when a task in Workamajig is marked complete.

Due date approaching

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

Comment added

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

Actions

Create task

Creates a new task in Workamajig.

Update task

Updates a task's status or assignee in Workamajig.

Add comment

Posts a comment on a task in Workamajig.

Move task

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

Teamleader Focus Explore Teamleader Focus →

Triggers

New lead created

Fires when a new lead or contact is created in Teamleader Focus.

Deal stage changed

Fires when a deal moves to a new stage in Teamleader Focus.

Deal won

Fires when a deal is marked won in Teamleader Focus.

Contact updated

Fires when a field on a contact changes in Teamleader Focus.

Actions

Create or update contact

Creates or updates a contact in Teamleader Focus.

Create deal

Creates a new deal in Teamleader Focus.

Update deal stage

Moves a deal to a new stage in Teamleader Focus.

Log activity

Logs a call, email, or note against a record in Teamleader Focus.

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

See all Workamajig + Teamleader Focus integrations → · Browse the full workflow library →

Enterprise-grade security

Visit our Security Center Review the DPA

FAQ

Common questions

Can Knit build “Generate project tasks when deals are won” between Workamajig and Teamleader Focus?

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

Yes, when a deal is won or changes stages in Teamleader Focus, you can instantly create initial project tasks in Workamajig.