pxmo + Samdock Integrations
Put pxmo + Samdock to work with AI and enterprise-grade automation
4.9/5 on G2·
Google for Startups Accelerator
Workflows you can build between pxmo and Samdock
See the kind of workflows teams build with pxmo and Samdock below — describe the exact one you want above and the Agent builds it on demand.
pxmo + Samdock
When a proposal is accepted in pxmo, create a new deal in Samdock.
Turn closed deals into client invoices
When a deal is marked won in Samdock, automatically create an invoice in pxmo so billing can start without delay.
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Update deal status when payments arrive
When a payment is received in pxmo, automatically update the deal stage in Samdock to keep sales reps informed of account standing.
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Sync client records between systems
When contact details are updated in Samdock, automatically sync the customer record in pxmo to maintain clean billing profiles.
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Browse the full workflow library →
Looking to achieve something else with pxmo and Samdock?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for pxmo and Samdock
Everything pxmo and Samdock can do inside a workflow — the triggers that start one and the actions that run when it fires.
pxmo Explore pxmo →
pxmo is a digital quotation and invoicing software that helps businesses generate proposals, track invoices, and accept online payments.
TriggersTriggers when a proposal is accepted.
Triggers when a proposal is archived.
Triggers when a callback is requested on a proposal.
Triggers when a new proposal is created.
Triggers when a proposal goes live.
Triggers when a proposal is paid following acceptance.
Creates a new proposal.
Samdock Explore Samdock →
Samdock is a simple customer relationship management tool built for small businesses to manage contacts and track sales leads.
TriggersTriggers when the status of a deal gets changed.
Triggers when a new lead or a new deal is created.
Triggers when a new organization is created.
Triggers when a new person is created.
Triggers when a new request is created.
Triggers when a new task is created.
This action creates a 'Deal' in Samdock.
This action creates a 'Lead' in Samdock.
This action will create activity for specified persons which will looks like incoming email in Samdock.
This action will create activity for specified persons which will looks like Outgoing email in Samdock.
This action creates an 'Organization' in Samdock.
This action creates a 'Person' in Samdock.
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AdminPulse
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Aero Workflow
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Alegra
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Aliaddo
Aliaddo is a cloud business management and accounting platform that provides financial invoicing, inventory tracking, and purchasing controls.
Anchor
An automated billing and proposal management platform designed for professional service providers and accounting firms.
Other CRM apps on Knit
Explore more CRM integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10xCRM
10xCRM is a customer relationship management solution that helps sales teams organize contacts, track pipelines, and automate communications.
17hats
17hats is a business management and CRM software designed for solo entrepreneurs and small businesses to handle client workflows and invoicing.
1CRM
1CRM is an all-in-one customer relationship management solution for small and medium businesses to manage leads, orders, and service requests.
Abby Connect
Abby Connect is a virtual receptionist and answering service that manages incoming customer phone calls and live website chats.
AccuLynx
AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.
Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Actionstep
Actionstep is a cloud-based law practice management platform that includes legal CRM, matter management, and billing tools.
Advyzon
Advyzon is an all-in-one financial advisor management platform combining client reporting, billing, document management, and CRM features.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about pxmo + Samdock
Is there a pre-built pxmo + Samdock automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches pxmo and Samdock's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built pxmo or Samdock connector?
No. The Agent works whether or not pxmo or Samdock already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does linking pxmo and Samdock streamline the sales-to-finance handoff?
Closing a deal in Samdock can instantly create an invoice in pxmo, eliminating manual keying and speeding up revenue collection.
Can payment notifications in pxmo update deal stages in Samdock?
Yes, when a customer settles an invoice in pxmo, the corresponding deal stage in Samdock can automatically update to reflect a completed transaction.