Document billing updates in client records

When a new invoice is generated in Pinch Payments, automatically record the payment details inside the customer's dedicated note in GoProposal.

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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.

Pinch Payments Explore Pinch Payments →

Triggers

New customer

Fires when a new customer is created in Pinch Payments.

Subscription canceled

Fires when a subscription is canceled in Pinch Payments.

New invoice generated

Fires when a new invoice is generated in Pinch Payments.

Payment failed

Fires when a payment attempt fails in Pinch Payments.

Actions

Create customer

Creates a new customer in Pinch Payments.

Create subscription

Creates a new subscription in Pinch Payments.

Cancel subscription

Cancels an existing subscription in Pinch Payments.

Update customer

Updates a customer's billing details in Pinch Payments.

GoProposal Explore GoProposal →

Triggers

New note created

Fires when a new note or document is created in GoProposal.

Note updated

Fires when an existing note or document changes in GoProposal.

Document viewed or shared

Fires when a document in GoProposal is viewed or shared with someone.

Actions

Create a document from a template

Generates a new document in GoProposal from a saved template.

Create or append to a note

Creates a note in GoProposal or adds text to an existing one.

Convert a document to PDF

Converts a file in GoProposal to PDF.

Publish or share a document

Publishes a document from GoProposal or shares it by link.

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

Update subscription profiles after contract signing When a document is fully signed in GoProposal, automatically update the corresponding customer profile details in Pinch Payments. See details

See all Pinch Payments + GoProposal integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Document billing updates in client records” between Pinch Payments and GoProposal?

Yes — describe it in the box above and Knit's Integrations Agent researches Pinch Payments and GoProposal'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 Pinch Payments, a personalized contract template can automatically be populated and sent for signature in GoProposal.

How does this integration handle account cancellations?

When a subscription is canceled in Pinch Payments, a cancellation summary or exit note is automatically logged in GoProposal for team visibility.