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