When sale attachment added in Cin7 Core Inventory, sync it to Capsule CRM.

When a sale attachment is added in Cin7 Core Inventory, attach the document to the customer contact in Capsule CRM.

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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.

Cin7 Core Inventory Explore Cin7 Core Inventory →

Triggers

New invoice created

Fires when a new invoice is created in Cin7 Core Inventory.

Payment received

Fires when a payment is recorded in Cin7 Core Inventory.

Invoice overdue

Fires when an invoice in Cin7 Core Inventory passes its due date unpaid.

Expense recorded

Fires when a new expense is recorded in Cin7 Core Inventory.

Actions

Create invoice

Creates a new invoice in Cin7 Core Inventory.

Record payment

Records a payment against an invoice in Cin7 Core Inventory.

Create expense

Creates a new expense entry in Cin7 Core Inventory.

Sync customer record

Syncs a customer's billing record in Cin7 Core Inventory.

Capsule Explore Capsule →

Triggers

New contact or lead

Fires when a new contact or lead is added to Capsule.

Contact updated

Fires when a field on a contact changes in Capsule.

Deal or record stage changed

Fires when a deal, case or record moves to a new stage in Capsule.

Deal won

Fires when a deal is marked won in Capsule.

Actions

Create or update contact

Creates or updates a contact in Capsule.

Create deal

Creates a new deal in Capsule.

Update record stage

Moves a deal or record to a new stage in Capsule.

Log activity

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

Turn closed deals into client invoices When a deal is marked won in Capsule, automatically create an invoice in Cin7 Core Inventory so billing can start without delay. See details

Update deal status when payments arrive When a payment is received in Cin7 Core Inventory, automatically update the deal stage in Capsule to keep sales reps informed of account standing. See details

Sync client records between systems When contact details are updated in Capsule, automatically sync the customer record in Cin7 Core Inventory to maintain clean billing profiles. See details

See all Cin7 Core Inventory + Capsule integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “When sale attachment added in Cin7 Core Inventory, sync it to Capsule CRM.” between Cin7 Core Inventory and Capsule?

Yes — describe it in the box above and Knit's Integrations Agent researches Cin7 Core Inventory and Capsule'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 Cin7 Core Inventory and Capsule streamline the sales-to-finance handoff?

Closing a deal in Capsule can instantly create an invoice in Cin7 Core Inventory, eliminating manual keying and speeding up revenue collection.

Can payment notifications in Cin7 Core Inventory update deal stages in Capsule?

Yes, when a customer settles an invoice in Cin7 Core Inventory, the corresponding deal stage in Capsule can automatically update to reflect a completed transaction.