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