Update deal status when payments arrive

When a payment is received in QuoteMachine, automatically update the deal stage in Salesforce to keep sales reps informed of account standing.

Try:

See all Salesforce + QuoteMachine integrations or talk to a human

Trusted by teams already building on Knit·

4.9/5 on G2·

Google for Startups Accelerator

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.

Salesforce Explore Salesforce →

Triggers

New lead created

Fires when a new lead or contact is created in Salesforce.

Deal stage changed

Fires when a deal moves to a new stage in Salesforce.

Deal won

Fires when a deal is marked won in Salesforce.

Contact updated

Fires when a field on a contact changes in Salesforce.

Actions

Create or update contact

Creates or updates a contact in Salesforce.

Create deal

Creates a new deal in Salesforce.

Update deal stage

Moves a deal to a new stage in Salesforce.

Log activity

Logs a call, email, or note against a record in Salesforce.

QuoteMachine Explore QuoteMachine →

Triggers

New invoice created

Fires when a new invoice is created in QuoteMachine.

Payment received

Fires when a payment is recorded in QuoteMachine.

Invoice overdue

Fires when an invoice in QuoteMachine passes its due date unpaid.

Expense recorded

Fires when a new expense is recorded in QuoteMachine.

Actions

Create invoice

Creates a new invoice in QuoteMachine.

Record payment

Records a payment against an invoice in QuoteMachine.

Create expense

Creates a new expense entry in QuoteMachine.

Sync customer record

Syncs a customer's billing record in QuoteMachine.

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

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

See all Salesforce + QuoteMachine integrations → · Browse the full workflow library →

Enterprise-grade security

Visit our Security Center Review the DPA

FAQ

Common questions

Can Knit build “Update deal status when payments arrive” between Salesforce and QuoteMachine?

Yes — describe it in the box above and Knit's Integrations Agent researches Salesforce and QuoteMachine'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 QuoteMachine and Salesforce streamline the sales-to-finance handoff?

Closing a deal in Salesforce can instantly create an invoice in QuoteMachine, eliminating manual keying and speeding up revenue collection.

Can payment notifications in QuoteMachine update deal stages in Salesforce?

Yes, when a customer settles an invoice in QuoteMachine, the corresponding deal stage in Salesforce can automatically update to reflect a completed transaction.