Generate project tasks when deals are won

When a deal is won in Zillow Tech Connect, automatically create a project task in Elevate to kick off client onboarding.

Try:

See all Zillow Tech Connect + Elevate 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.

Zillow Tech Connect Explore Zillow Tech Connect →

Triggers

New lead created

Fires when a new lead or contact is created in Zillow Tech Connect.

Deal stage changed

Fires when a deal moves to a new stage in Zillow Tech Connect.

Deal won

Fires when a deal is marked won in Zillow Tech Connect.

Contact updated

Fires when a field on a contact changes in Zillow Tech Connect.

Actions

Create or update contact

Creates or updates a contact in Zillow Tech Connect.

Create deal

Creates a new deal in Zillow Tech Connect.

Update deal stage

Moves a deal to a new stage in Zillow Tech Connect.

Log activity

Logs a call, email, or note against a record in Zillow Tech Connect.

Elevate Explore Elevate →

Triggers

New task created

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

Task completed

Fires when a task in Elevate is marked complete.

Due date approaching

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

Comment added

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

Actions

Create task

Creates a new task in Elevate.

Update task

Updates a task's status or assignee in Elevate.

Add comment

Posts a comment on a task in Elevate.

Move task

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

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

See all Zillow Tech Connect + Elevate integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Generate project tasks when deals are won” between Zillow Tech Connect and Elevate?

Yes — describe it in the box above and Knit's Integrations Agent researches Zillow Tech Connect and Elevate'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 Elevate and Zillow Tech Connect 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 Zillow Tech Connect automatically spin up project tasks?

Yes, when a deal is won or changes stages in Zillow Tech Connect, you can instantly create initial project tasks in Elevate.