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