Turn closed deals into client invoices

When a deal is marked won in Contacts+, automatically create an invoice in PitBullTax Software so billing can start without delay.

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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.

Contacts+ Explore Contacts+ →

Triggers

New contact or lead

Fires when a new contact or lead is added to Contacts+.

Contact updated

Fires when a field on a contact changes in Contacts+.

Deal or record stage changed

Fires when a deal, case or record moves to a new stage in Contacts+.

Deal won

Fires when a deal is marked won in Contacts+.

Actions

Create or update contact

Creates or updates a contact in Contacts+.

Create deal

Creates a new deal in Contacts+.

Update record stage

Moves a deal or record to a new stage in Contacts+.

Log activity

Logs a call, email, or note against a record in Contacts+.

Update deal status when payments arrive When a payment is received in PitBullTax Software, automatically update the deal stage in Contacts+ to keep sales reps informed of account standing. See details

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

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

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FAQ

Common questions

Can Knit build “Turn closed deals into client invoices” between PitBullTax Software and Contacts+?

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

Closing a deal in Contacts+ 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 Contacts+?

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