Update deal status when payments arrive
When a payment is received in Invoice2go, automatically update the deal stage in Close 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.
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.
Close Explore Close →
TriggersFires when a new lead or contact is created in Close.
Fires when a deal moves to a new stage in Close.
Fires when a deal is marked won in Close.
Fires when a field on a contact changes in Close.
Creates or updates a contact in Close.
Creates a new deal in Close.
Moves a deal to a new stage in Close.
Logs a call, email, or note against a record in Close.
More Invoice2go + Close workflows
Turn closed deals into client invoices
When a deal is marked won in Close, automatically create an invoice in Invoice2go so billing can start without delay.
See details
Sync client records between systems
When contact details are updated in Close, automatically sync the customer record in Invoice2go to maintain clean billing profiles.
See details
See all Invoice2go + Close integrations → · Browse the full workflow library →
Common questions
Can Knit build “Update deal status when payments arrive” between Invoice2go and Close?
Yes — describe it in the box above and Knit's Integrations Agent researches Invoice2go and Close'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 Close streamline the sales-to-finance handoff?
Closing a deal in Close can instantly create an invoice in Invoice2go, eliminating manual keying and speeding up revenue collection.
Can payment notifications in Invoice2go update deal stages in Close?
Yes, when a customer settles an invoice in Invoice2go, the corresponding deal stage in Close can automatically update to reflect a completed transaction.