Update deal status when payments arrive

When a payment is received in Exact Online, automatically update the deal stage in Pipedrive 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.

Exact Online Explore Exact Online →

Triggers

New invoice created

Fires when a new invoice is created in Exact Online.

Payment received

Fires when a payment is recorded in Exact Online.

Invoice overdue

Fires when an invoice in Exact Online passes its due date unpaid.

Expense recorded

Fires when a new expense is recorded in Exact Online.

Actions

Create invoice

Creates a new invoice in Exact Online.

Record payment

Records a payment against an invoice in Exact Online.

Create expense

Creates a new expense entry in Exact Online.

Sync customer record

Syncs a customer's billing record in Exact Online.

Pipedrive Explore Pipedrive →

Triggers

New contact or lead

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

Contact updated

Fires when a field on a contact changes in Pipedrive.

Deal or record stage changed

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

Deal won

Fires when a deal is marked won in Pipedrive.

Actions

Create or update contact

Creates or updates a contact in Pipedrive.

Create deal

Creates a new deal in Pipedrive.

Update record stage

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

Log activity

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

Turn closed deals into client invoices When a deal is marked won in Pipedrive, automatically create an invoice in Exact Online so billing can start without delay. See details

Sync client records between systems When contact details are updated in Pipedrive, automatically sync the customer record in Exact Online to maintain clean billing profiles. See details

See all Exact Online + Pipedrive integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Update deal status when payments arrive” between Exact Online and Pipedrive?

Yes — describe it in the box above and Knit's Integrations Agent researches Exact Online and Pipedrive'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 Exact Online and Pipedrive streamline the sales-to-finance handoff?

Closing a deal in Pipedrive can instantly create an invoice in Exact Online, eliminating manual keying and speeding up revenue collection.

Can payment notifications in Exact Online update deal stages in Pipedrive?

Yes, when a customer settles an invoice in Exact Online, the corresponding deal stage in Pipedrive can automatically update to reflect a completed transaction.