Turn closed deals into client invoices

When a deal is marked won in Beacon, automatically create an invoice in Proposify so billing can start without delay.

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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.

Beacon Explore Beacon →

Triggers

New lead created

Fires when a new lead or contact is created in Beacon.

Deal stage changed

Fires when a deal moves to a new stage in Beacon.

Deal won

Fires when a deal is marked won in Beacon.

Contact updated

Fires when a field on a contact changes in Beacon.

Actions

Create or update contact

Creates or updates a contact in Beacon.

Create deal

Creates a new deal in Beacon.

Update deal stage

Moves a deal to a new stage in Beacon.

Log activity

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

Proposify Explore Proposify →

Triggers

New invoice created

Fires when a new invoice is created in Proposify.

Payment received

Fires when a payment is recorded in Proposify.

Invoice overdue

Fires when an invoice in Proposify passes its due date unpaid.

Expense recorded

Fires when a new expense is recorded in Proposify.

Actions

Create invoice

Creates a new invoice in Proposify.

Record payment

Records a payment against an invoice in Proposify.

Create expense

Creates a new expense entry in Proposify.

Sync customer record

Syncs a customer's billing record in Proposify.

Update deal status when payments arrive When a payment is received in Proposify, automatically update the deal stage in Beacon to keep sales reps informed of account standing. See details

Sync client records between systems When contact details are updated in Beacon, automatically sync the customer record in Proposify to maintain clean billing profiles. See details

See all Beacon + Proposify integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Turn closed deals into client invoices” between Beacon and Proposify?

Yes — describe it in the box above and Knit's Integrations Agent researches Beacon and Proposify'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 Proposify and Beacon streamline the sales-to-finance handoff?

Closing a deal in Beacon can instantly create an invoice in Proposify, eliminating manual keying and speeding up revenue collection.

Can payment notifications in Proposify update deal stages in Beacon?

Yes, when a customer settles an invoice in Proposify, the corresponding deal stage in Beacon can automatically update to reflect a completed transaction.