Update deal status when payments arrive

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

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See all ServeManager + Wave integrations or talk to a human

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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.

ServeManager Explore ServeManager →

Triggers

Case added or updated

Fires when a case or matter is opened or updated in ServeManager.

New lead

Fires when a new client lead is added in ServeManager.

Invoice issued

Fires when a client invoice is issued in ServeManager.

Actions

Create matter

Opens a new case or matter in ServeManager.

Create contact

Adds a client, company or contact in ServeManager.

Create time entry

Logs billable time against a matter in ServeManager.

Wave Explore Wave →

Triggers

New invoice created

Fires when a new invoice is created in Wave.

Payment received

Fires when a payment is recorded in Wave.

Invoice overdue

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

Expense recorded

Fires when a new expense is recorded in Wave.

Actions

Create invoice

Creates a new invoice in Wave.

Record payment

Records a payment against an invoice in Wave.

Create expense

Creates a new expense entry in Wave.

Sync customer record

Syncs a customer's billing record in Wave.

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

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

See all ServeManager + Wave integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Update deal status when payments arrive” between ServeManager and Wave?

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

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

Can payment notifications in Wave update deal stages in ServeManager?

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