Sync new marketing leads into accounting records

When a new lead is captured in E-goi, sync their contact record in Jasmin so finance has immediate visibility into upcoming client profiles.

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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.

Jasmin Explore Jasmin →

Triggers

New invoice created

Fires when a new invoice is created in Jasmin.

Payment received

Fires when a payment is recorded in Jasmin.

Invoice overdue

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

Expense recorded

Fires when a new expense is recorded in Jasmin.

Actions

Create invoice

Creates a new invoice in Jasmin.

Record payment

Records a payment against an invoice in Jasmin.

Create expense

Creates a new expense entry in Jasmin.

Sync customer record

Syncs a customer's billing record in Jasmin.

E-goi Explore E-goi →

Triggers

New lead captured

Fires when a new lead or contact is captured in E-goi.

Contact enters a workflow

Fires when a contact enters an automation in E-goi.

Contact updated

Fires when a field on a contact changes in E-goi.

Contact unsubscribed

Fires when a contact unsubscribes in E-goi.

Actions

Create or update a contact

Creates or updates a contact in E-goi.

Add a contact to a campaign

Adds a contact to a workflow or campaign in E-goi.

Send a message

Sends an email or message to a contact via E-goi.

Apply or remove a tag

Changes a contact's tags in E-goi.

Enroll late-paying clients in automated reminder tracks When an invoice becomes overdue in Jasmin, tag the contact in E-goi to automatically send payment reminder messages. See details

Launch onboarding campaigns upon payment receipt When a payment is received in Jasmin, update the contact in E-goi to move them into a welcome and onboarding workflow. See details

See all Jasmin + E-goi integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Sync new marketing leads into accounting records” between Jasmin and E-goi?

Yes — describe it in the box above and Knit's Integrations Agent researches Jasmin and E-goi'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.

Can customer billing statuses in Jasmin control marketing campaigns in E-goi?

Yes, financial milestones like cleared payments or overdue balances in Jasmin can apply tags or enroll contacts into marketing campaigns in E-goi.

Does capturing new leads in E-goi create records in Jasmin?

Yes, when new prospective clients submit forms in E-goi, their details can sync to Jasmin to establish unified billing records.