Generate project tasks when deals are won

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

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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.

WorkflowMax Explore WorkflowMax →

Triggers

New task created

Fires when a new task, job or item is created in WorkflowMax.

Task completed

Fires when a task in WorkflowMax is marked complete.

Due date approaching

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

Status changed

Fires when a task, job or project changes status in WorkflowMax.

Actions

Create task

Creates a new task, job or item in WorkflowMax.

Update task

Updates a task's status or assignee in WorkflowMax.

Add comment

Posts a comment on a task in WorkflowMax.

Assign task

Assigns a task in WorkflowMax to a team member.

Capsule Explore Capsule →

Triggers

New contact or lead

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

Contact updated

Fires when a field on a contact changes in Capsule.

Deal or record stage changed

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

Deal won

Fires when a deal is marked won in Capsule.

Actions

Create or update contact

Creates or updates a contact in Capsule.

Create deal

Creates a new deal in Capsule.

Update record stage

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

Log activity

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

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

See all WorkflowMax + Capsule integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Generate project tasks when deals are won” between WorkflowMax and Capsule?

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

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