Update deal status when payments arrive

When a payment is received in PitBullTax Software, automatically update the deal stage in 17hats 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.

PitBullTax Software Explore PitBullTax Software →

Triggers

New invoice created

Fires when a new invoice is created in PitBullTax Software.

Payment received

Fires when a payment is recorded in PitBullTax Software.

Invoice overdue

Fires when an invoice in PitBullTax Software passes its due date unpaid.

Expense recorded

Fires when a new expense is recorded in PitBullTax Software.

Actions

Create invoice

Creates a new invoice in PitBullTax Software.

Record payment

Records a payment against an invoice in PitBullTax Software.

Create expense

Creates a new expense entry in PitBullTax Software.

Sync customer record

Syncs a customer's billing record in PitBullTax Software.

17hats Explore 17hats →

Triggers

New contact or lead

Fires when a new contact or lead is added to 17hats.

Contact updated

Fires when a field on a contact changes in 17hats.

Deal or record stage changed

Fires when a deal, case or record moves to a new stage in 17hats.

Deal won

Fires when a deal is marked won in 17hats.

Actions

Create or update contact

Creates or updates a contact in 17hats.

Create deal

Creates a new deal in 17hats.

Update record stage

Moves a deal or record to a new stage in 17hats.

Log activity

Logs a call, email, or note against a record in 17hats.

Turn closed deals into client invoices When a deal is marked won in 17hats, automatically create an invoice in PitBullTax Software so billing can start without delay. See details

Sync client records between systems When contact details are updated in 17hats, automatically sync the customer record in PitBullTax Software to maintain clean billing profiles. See details

See all PitBullTax Software + 17hats integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Update deal status when payments arrive” between PitBullTax Software and 17hats?

Yes — describe it in the box above and Knit's Integrations Agent researches PitBullTax Software and 17hats'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 PitBullTax Software and 17hats streamline the sales-to-finance handoff?

Closing a deal in 17hats can instantly create an invoice in PitBullTax Software, eliminating manual keying and speeding up revenue collection.

Can payment notifications in PitBullTax Software update deal stages in 17hats?

Yes, when a customer settles an invoice in PitBullTax Software, the corresponding deal stage in 17hats can automatically update to reflect a completed transaction.