Create new Samdock deals when proposals are accepted in pxmo.
When a proposal is accepted in pxmo, create a new deal in Samdock.
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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.
pxmo Explore pxmo →
TriggersFires when a new invoice is created in pxmo.
Fires when a payment is recorded in pxmo.
Fires when an invoice in pxmo passes its due date unpaid.
Fires when a new expense is recorded in pxmo.
Creates a new invoice in pxmo.
Records a payment against an invoice in pxmo.
Creates a new expense entry in pxmo.
Syncs a customer's billing record in pxmo.
Samdock Explore Samdock →
TriggersFires when a new contact or lead is added to Samdock.
Fires when a field on a contact changes in Samdock.
Fires when a deal, case or record moves to a new stage in Samdock.
Fires when a deal is marked won in Samdock.
Creates or updates a contact in Samdock.
Creates a new deal in Samdock.
Moves a deal or record to a new stage in Samdock.
Logs a call, email, or note against a record in Samdock.
More pxmo + Samdock workflows
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.
See details
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.
See details
Sync client records between systems
When contact details are updated in Samdock, automatically sync the customer record in pxmo to maintain clean billing profiles.
See details
See all pxmo + Samdock integrations → · Browse the full workflow library →
Common questions
Can Knit build “Create new Samdock deals when proposals are accepted in pxmo.” between pxmo and Samdock?
Yes — describe it in the box above and Knit's Integrations Agent researches pxmo and Samdock'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 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.