Update deal status when payments arrive

When a payment is received in Xero, automatically update the deal stage in Cash Flow Portal 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.

Cash Flow Portal Explore Cash Flow Portal →

Triggers

New lead created

Fires when a new lead or contact is created in Cash Flow Portal.

Deal stage changed

Fires when a deal moves to a new stage in Cash Flow Portal.

Deal won

Fires when a deal is marked won in Cash Flow Portal.

Contact updated

Fires when a field on a contact changes in Cash Flow Portal.

Actions

Create or update contact

Creates or updates a contact in Cash Flow Portal.

Create deal

Creates a new deal in Cash Flow Portal.

Update deal stage

Moves a deal to a new stage in Cash Flow Portal.

Log activity

Logs a call, email, or note against a record in Cash Flow Portal.

Xero Explore Xero →

Triggers

New invoice created

Fires when a new invoice is created in Xero.

Payment received

Fires when a payment is recorded in Xero.

Invoice overdue

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

Expense recorded

Fires when a new expense is recorded in Xero.

Actions

Create invoice

Creates a new invoice in Xero.

Record payment

Records a payment against an invoice in Xero.

Create expense

Creates a new expense entry in Xero.

Sync customer record

Syncs a customer's billing record in Xero.

Turn closed deals into client invoices When a deal is marked won in Cash Flow Portal, automatically create an invoice in Xero so billing can start without delay. See details

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

See all Cash Flow Portal + Xero integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Update deal status when payments arrive” between Cash Flow Portal and Xero?

Yes — describe it in the box above and Knit's Integrations Agent researches Cash Flow Portal and Xero'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 Xero and Cash Flow Portal streamline the sales-to-finance handoff?

Closing a deal in Cash Flow Portal can instantly create an invoice in Xero, eliminating manual keying and speeding up revenue collection.

Can payment notifications in Xero update deal stages in Cash Flow Portal?

Yes, when a customer settles an invoice in Xero, the corresponding deal stage in Cash Flow Portal can automatically update to reflect a completed transaction.