When lead copied or moved in Hot Prospector, sync it to Easify.

Sync copied or moved lead records between Hot Prospector and Easify.

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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.

Hot Prospector Explore Hot Prospector →

Triggers

New contact or lead

Fires when a new contact or lead is added to Hot Prospector.

Contact updated

Fires when a field on a contact changes in Hot Prospector.

Deal or record stage changed

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

Deal won

Fires when a deal is marked won in Hot Prospector.

Actions

Create or update contact

Creates or updates a contact in Hot Prospector.

Create deal

Creates a new deal in Hot Prospector.

Update record stage

Moves a deal or record to a new stage in Hot Prospector.

Log activity

Logs a call, email, or note against a record in Hot Prospector.

Easify Explore Easify →

Triggers

New invoice created

Fires when a new invoice is created in Easify.

Payment received

Fires when a payment is recorded in Easify.

Invoice overdue

Fires when an invoice in Easify passes its due date unpaid.

Expense recorded

Fires when a new expense is recorded in Easify.

Actions

Create invoice

Creates a new invoice in Easify.

Record payment

Records a payment against an invoice in Easify.

Create expense

Creates a new expense entry in Easify.

Sync customer record

Syncs a customer's billing record in Easify.

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

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

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

See all Hot Prospector + Easify integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “When lead copied or moved in Hot Prospector, sync it to Easify.” between Hot Prospector and Easify?

Yes — describe it in the box above and Knit's Integrations Agent researches Hot Prospector and Easify'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 Easify and Hot Prospector streamline the sales-to-finance handoff?

Closing a deal in Hot Prospector can instantly create an invoice in Easify, eliminating manual keying and speeding up revenue collection.

Can payment notifications in Easify update deal stages in Hot Prospector?

Yes, when a customer settles an invoice in Easify, the corresponding deal stage in Hot Prospector can automatically update to reflect a completed transaction.