Update deal status when payments arrive
When a payment is received in Quotient, automatically update the deal stage in eWay-CRM to keep sales reps informed of account standing.
Google for Startups AcceleratorHow 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.
Quotient Explore Quotient →
TriggersFires when a new invoice is created in Quotient.
Fires when a payment is recorded in Quotient.
Fires when an invoice in Quotient passes its due date unpaid.
Fires when a new expense is recorded in Quotient.
Creates a new invoice in Quotient.
Records a payment against an invoice in Quotient.
Creates a new expense entry in Quotient.
Syncs a customer's billing record in Quotient.
eWay-CRM Explore eWay-CRM →
TriggersFires when a new lead or contact is created in eWay-CRM.
Fires when a deal moves to a new stage in eWay-CRM.
Fires when a deal is marked won in eWay-CRM.
Fires when a field on a contact changes in eWay-CRM.
Creates or updates a contact in eWay-CRM.
Creates a new deal in eWay-CRM.
Moves a deal to a new stage in eWay-CRM.
Logs a call, email, or note against a record in eWay-CRM.
More Quotient + eWay-CRM workflows
See all Quotient + eWay-CRM integrations → · Browse the full workflow library →
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Common questions
Can Knit build “Update deal status when payments arrive” between Quotient and eWay-CRM?
Yes — describe it in the box above and Knit's Integrations Agent researches Quotient and eWay-CRM'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 Quotient and eWay-CRM streamline the sales-to-finance handoff?
Closing a deal in eWay-CRM can instantly create an invoice in Quotient, eliminating manual keying and speeding up revenue collection.
Can payment notifications in Quotient update deal stages in eWay-CRM?
Yes, when a customer settles an invoice in Quotient, the corresponding deal stage in eWay-CRM can automatically update to reflect a completed transaction.