Update CRM deal stages when project tasks complete
When a milestone task is completed in Smartsheet, automatically update the deal stage in Workbooks to keep sales reps informed.
See all Workbooks + Smartsheet 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.
Workbooks Explore Workbooks →
TriggersFires when a new contact or lead is added to Workbooks.
Fires when a field on a contact changes in Workbooks.
Fires when a deal, case or record moves to a new stage in Workbooks.
Fires when a deal is marked won in Workbooks.
Creates or updates a contact in Workbooks.
Creates a new deal in Workbooks.
Moves a deal or record to a new stage in Workbooks.
Logs a call, email, or note against a record in Workbooks.
Smartsheet Explore Smartsheet →
TriggersFires when a new task, job or item is created in Smartsheet.
Fires when a task in Smartsheet is marked complete.
Fires when a task's due date in Smartsheet is coming up.
Fires when a task, job or project changes status in Smartsheet.
Creates a new task, job or item in Smartsheet.
Updates a task's status or assignee in Smartsheet.
Posts a comment on a task in Smartsheet.
Assigns a task in Smartsheet to a team member.
More Workbooks + Smartsheet workflows
Generate project tasks when deals are won
When a deal is won in Workbooks, automatically create a project task in Smartsheet to kick off client onboarding.
See details
Log activity in CRM when task comments are added
When a comment is added to a client task in Smartsheet, automatically log the activity in Workbooks on the customer record.
See details
See all Workbooks + Smartsheet integrations → · Browse the full workflow library →
Common questions
Can Knit build “Update CRM deal stages when project tasks complete” between Workbooks and Smartsheet?
Yes — describe it in the box above and Knit's Integrations Agent researches Workbooks and Smartsheet'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 Smartsheet and Workbooks 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 Workbooks automatically spin up project tasks?
Yes, when a deal is won or changes stages in Workbooks, you can instantly create initial project tasks in Smartsheet.