Update deal status when payments arrive
When a payment is received in Invoice2go, automatically update the deal stage in Crmble to keep sales reps informed of account standing.
Google for Startups AcceleratorHow 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.
Crmble Explore Crmble →
TriggersFires when a new contact or lead is added to Crmble.
Fires when a field on a contact changes in Crmble.
Fires when a deal, case or record moves to a new stage in Crmble.
Fires when a deal is marked won in Crmble.
Creates or updates a contact in Crmble.
Creates a new deal in Crmble.
Moves a deal or record to a new stage in Crmble.
Logs a call, email, or note against a record in Crmble.
Invoice2go Explore Invoice2go →
TriggersFires when a new invoice is created in Invoice2go.
Fires when a payment is recorded in Invoice2go.
Fires when an invoice in Invoice2go passes its due date unpaid.
Fires when a new expense is recorded in Invoice2go.
Creates a new invoice in Invoice2go.
Records a payment against an invoice in Invoice2go.
Creates a new expense entry in Invoice2go.
Syncs a customer's billing record in Invoice2go.
More Crmble + Invoice2go workflows
See all Crmble + Invoice2go integrations → · Browse the full workflow library →
Enterprise-grade security
Common questions
Can Knit build “Update deal status when payments arrive” between Crmble and Invoice2go?
Yes — describe it in the box above and Knit's Integrations Agent researches Crmble and Invoice2go'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 Invoice2go and Crmble streamline the sales-to-finance handoff?
Closing a deal in Crmble can instantly create an invoice in Invoice2go, eliminating manual keying and speeding up revenue collection.
Can payment notifications in Invoice2go update deal stages in Crmble?
Yes, when a customer settles an invoice in Invoice2go, the corresponding deal stage in Crmble can automatically update to reflect a completed transaction.