Update deal status when payments arrive
When a payment is received in freee, automatically update the deal stage in Sansan to keep sales reps informed of account standing.
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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.
Sansan Explore Sansan →
TriggersFires when a new lead or contact is created in Sansan.
Fires when a deal moves to a new stage in Sansan.
Fires when a deal is marked won in Sansan.
Fires when a field on a contact changes in Sansan.
Creates or updates a contact in Sansan.
Creates a new deal in Sansan.
Moves a deal to a new stage in Sansan.
Logs a call, email, or note against a record in Sansan.
freee Explore freee →
TriggersFires when a new invoice is created in freee.
Fires when a payment is recorded in freee.
Fires when an invoice in freee passes its due date unpaid.
Fires when a new expense is recorded in freee.
Creates a new invoice in freee.
Records a payment against an invoice in freee.
Creates a new expense entry in freee.
Syncs a customer's billing record in freee.
More Sansan + freee workflows
Turn closed deals into client invoices
When a deal is marked won in Sansan, automatically create an invoice in freee so billing can start without delay.
See details
Sync client records between systems
When contact details are updated in Sansan, automatically sync the customer record in freee to maintain clean billing profiles.
See details
See all Sansan + freee integrations → · Browse the full workflow library →
Common questions
Can Knit build “Update deal status when payments arrive” between Sansan and freee?
Yes — describe it in the box above and Knit's Integrations Agent researches Sansan and freee'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 freee and Sansan streamline the sales-to-finance handoff?
Closing a deal in Sansan can instantly create an invoice in freee, eliminating manual keying and speeding up revenue collection.
Can payment notifications in freee update deal stages in Sansan?
Yes, when a customer settles an invoice in freee, the corresponding deal stage in Sansan can automatically update to reflect a completed transaction.