Document billing updates in client records

When a new invoice is generated in PEX, automatically record the payment details inside the customer's dedicated note in SmartDocs AI Studio.

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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.

PEX Explore PEX →

Triggers

New customer

Fires when a new customer is created in PEX.

Subscription canceled

Fires when a subscription is canceled in PEX.

New invoice generated

Fires when a new invoice is generated in PEX.

Payment failed

Fires when a payment attempt fails in PEX.

Actions

Create customer

Creates a new customer in PEX.

Create subscription

Creates a new subscription in PEX.

Cancel subscription

Cancels an existing subscription in PEX.

Update customer

Updates a customer's billing details in PEX.

SmartDocs AI Studio Explore SmartDocs AI Studio →

Triggers

New note created

Fires when a new note or document is created in SmartDocs AI Studio.

Note updated

Fires when an existing note or document changes in SmartDocs AI Studio.

Document sent for signature

Fires when a document in SmartDocs AI Studio is sent out for signature.

Actions

Create a document from a template

Generates a new document in SmartDocs AI Studio from a saved template.

Create or append to a note

Creates a note in SmartDocs AI Studio or adds text to an existing one.

Convert a document to PDF

Converts a file in SmartDocs AI Studio to PDF.

Send a document for signature

Sends a document from SmartDocs AI Studio out for signature.

Create service agreements for new subscribers When a new customer account is created in PEX, automatically generate a personalized agreement document from a template in SmartDocs AI Studio and send it for signature. See details

Update subscription profiles after contract signing When a document is fully signed in SmartDocs AI Studio, automatically update the corresponding customer profile details in PEX. See details

See all PEX + SmartDocs AI Studio integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Document billing updates in client records” between PEX and SmartDocs AI Studio?

Yes — describe it in the box above and Knit's Integrations Agent researches PEX and SmartDocs AI Studio'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 I automatically generate contracts when a new subscription starts?

Yes, whenever a new customer signs up in PEX, a personalized contract template can automatically be populated and sent for signature in SmartDocs AI Studio.

How does this integration handle account cancellations?

When a subscription is canceled in PEX, a cancellation summary or exit note is automatically logged in SmartDocs AI Studio for team visibility.