Update deal status when payments arrive
When a payment is received in AdvicePay, automatically update the deal stage in Keap to keep sales reps informed of account standing.
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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.
AdvicePay Explore AdvicePay →
TriggersFires when a new invoice is created in AdvicePay.
Fires when a payment is recorded in AdvicePay.
Fires when an invoice in AdvicePay passes its due date unpaid.
Fires when a new expense is recorded in AdvicePay.
Creates a new invoice in AdvicePay.
Records a payment against an invoice in AdvicePay.
Creates a new expense entry in AdvicePay.
Syncs a customer's billing record in AdvicePay.
Keap Explore Keap →
TriggersFires when a new contact or lead is added to Keap.
Fires when a field on a contact changes in Keap.
Fires when a deal, case or record moves to a new stage in Keap.
Fires when a deal is marked won in Keap.
Creates or updates a contact in Keap.
Creates a new deal in Keap.
Moves a deal or record to a new stage in Keap.
Logs a call, email, or note against a record in Keap.
More AdvicePay + Keap workflows
Turn closed deals into client invoices
When a deal is marked won in Keap, automatically create an invoice in AdvicePay so billing can start without delay.
See details
Sync client records between systems
When contact details are updated in Keap, automatically sync the customer record in AdvicePay to maintain clean billing profiles.
See details
See all AdvicePay + Keap integrations → · Browse the full workflow library →
Common questions
Can Knit build “Update deal status when payments arrive” between AdvicePay and Keap?
Yes — describe it in the box above and Knit's Integrations Agent researches AdvicePay and Keap'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 linking AdvicePay and Keap streamline the sales-to-finance handoff?
Closing a deal in Keap can instantly create an invoice in AdvicePay, eliminating manual keying and speeding up revenue collection.
Can payment notifications in AdvicePay update deal stages in Keap?
Yes, when a customer settles an invoice in AdvicePay, the corresponding deal stage in Keap can automatically update to reflect a completed transaction.