Update deal status when payments arrive
When a payment is received in Hnry, automatically update the deal stage in Dubsado to keep sales reps informed of account standing.
4.9/5 on G2·
Google for Startups Accelerator
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.
Hnry Explore Hnry →
TriggersFires when a new invoice is created in Hnry.
Fires when a payment is recorded in Hnry.
Fires when an invoice in Hnry passes its due date unpaid.
Fires when a new expense is recorded in Hnry.
Creates a new invoice in Hnry.
Records a payment against an invoice in Hnry.
Creates a new expense entry in Hnry.
Syncs a customer's billing record in Hnry.
Dubsado Explore Dubsado →
TriggersFires when a new contact or lead is added to Dubsado.
Fires when a field on a contact changes in Dubsado.
Fires when a deal, case or record moves to a new stage in Dubsado.
Fires when a deal is marked won in Dubsado.
Creates or updates a contact in Dubsado.
Creates a new deal in Dubsado.
Moves a deal or record to a new stage in Dubsado.
Logs a call, email, or note against a record in Dubsado.
More Hnry + Dubsado workflows
Turn closed deals into client invoices
When a deal is marked won in Dubsado, automatically create an invoice in Hnry so billing can start without delay.
See details
Sync client records between systems
When contact details are updated in Dubsado, automatically sync the customer record in Hnry to maintain clean billing profiles.
See details
See all Hnry + Dubsado integrations → · Browse the full workflow library →
Common questions
Can Knit build “Update deal status when payments arrive” between Hnry and Dubsado?
Yes — describe it in the box above and Knit's Integrations Agent researches Hnry and Dubsado'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 Hnry and Dubsado streamline the sales-to-finance handoff?
Closing a deal in Dubsado can instantly create an invoice in Hnry, eliminating manual keying and speeding up revenue collection.
Can payment notifications in Hnry update deal stages in Dubsado?
Yes, when a customer settles an invoice in Hnry, the corresponding deal stage in Dubsado can automatically update to reflect a completed transaction.