Better Proposals Attio

Update deal status when payments arrive

When a payment is received in Better Proposals, automatically update the deal stage in Attio to keep sales reps informed of account standing.

Try:

See all Better Proposals + Attio integrations or talk to a human

Trusted by teams already building on Knit·4.9 out of 5 stars4.9/5 on G2·GoogleGoogle for Startups Accelerator
prismforceHackerearthIsotopes AIInfojobsPayoneerOutsolveSkuadPayworksItiliteOnsurityRazorpayXMultiplierPeoplestrongScrutCeipal

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.

Better Proposals Explore Better Proposals →

Triggers
New invoice created

Fires when a new invoice is created in Better Proposals.

Payment received

Fires when a payment is recorded in Better Proposals.

Invoice overdue

Fires when an invoice in Better Proposals passes its due date unpaid.

Expense recorded

Fires when a new expense is recorded in Better Proposals.

Actions
Create invoice

Creates a new invoice in Better Proposals.

Record payment

Records a payment against an invoice in Better Proposals.

Create expense

Creates a new expense entry in Better Proposals.

Sync customer record

Syncs a customer's billing record in Better Proposals.

Attio Explore Attio →

Triggers
New lead created

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

Deal stage changed

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

Deal won

Fires when a deal is marked won in Attio.

Contact updated

Fires when a field on a contact changes in Attio.

Actions
Create or update contact

Creates or updates a contact in Attio.

Create deal

Creates a new deal in Attio.

Update deal stage

Moves a deal to a new stage in Attio.

Log activity

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

Turn closed deals into client invoices When a deal is marked won in Attio, automatically create an invoice in Better Proposals so billing can start without delay. See details
Sync client records between systems When contact details are updated in Attio, automatically sync the customer record in Better Proposals to maintain clean billing profiles. See details

See all Better Proposals + Attio integrations →  ·  Browse the full workflow library →

Enterprise-grade security

SOC 2 certified GDPR compliant ISO 27001 certified
Visit our Security Center Review the DPA
FAQ

Common questions

Can Knit build “Update deal status when payments arrive” between Better Proposals and Attio?

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

Closing a deal in Attio can instantly create an invoice in Better Proposals, eliminating manual keying and speeding up revenue collection.

Can payment notifications in Better Proposals update deal stages in Attio?

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

Put Integrations on Autopilot. Talk to Experts.

Knit is loved by customers across the globe due to our seamless product and white glove support. You'll love us too!

Talk to a Human