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