Update deal status when payments arrive

When a payment is received in Lancerkit, automatically update the deal stage in Simla.com to keep sales reps informed of account standing.

Try:

See all Lancerkit + Simla.com integrations or talk to a human

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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.

Lancerkit Explore Lancerkit →

Triggers

New invoice created

Fires when a new invoice is created in Lancerkit.

Payment received

Fires when a payment is recorded in Lancerkit.

Invoice overdue

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

Expense recorded

Fires when a new expense is recorded in Lancerkit.

Actions

Create invoice

Creates a new invoice in Lancerkit.

Record payment

Records a payment against an invoice in Lancerkit.

Create expense

Creates a new expense entry in Lancerkit.

Sync customer record

Syncs a customer's billing record in Lancerkit.

Simla.com Explore Simla.com →

Triggers

New contact or lead

Fires when a new contact or lead is added to Simla.com.

Contact updated

Fires when a field on a contact changes in Simla.com.

Deal or record stage changed

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

Deal won

Fires when a deal is marked won in Simla.com.

Actions

Create or update contact

Creates or updates a contact in Simla.com.

Create deal

Creates a new deal in Simla.com.

Update record stage

Moves a deal or record to a new stage in Simla.com.

Log activity

Logs a call, email, or note against a record in Simla.com.

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

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

See all Lancerkit + Simla.com integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Update deal status when payments arrive” between Lancerkit and Simla.com?

Yes — describe it in the box above and Knit's Integrations Agent researches Lancerkit and Simla.com'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 Lancerkit and Simla.com streamline the sales-to-finance handoff?

Closing a deal in Simla.com can instantly create an invoice in Lancerkit, eliminating manual keying and speeding up revenue collection.

Can payment notifications in Lancerkit update deal stages in Simla.com?

Yes, when a customer settles an invoice in Lancerkit, the corresponding deal stage in Simla.com can automatically update to reflect a completed transaction.