Update deal status when payments arrive

When a payment is received in FreshBooks, automatically update the deal stage in Simply.Coach 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.

Simply.Coach Explore Simply.Coach →

Triggers

New contact or lead

Fires when a new contact or lead is added to Simply.Coach.

Contact updated

Fires when a field on a contact changes in Simply.Coach.

Deal or record stage changed

Fires when a deal, case or record moves to a new stage in Simply.Coach.

Deal won

Fires when a deal is marked won in Simply.Coach.

Actions

Create or update contact

Creates or updates a contact in Simply.Coach.

Create deal

Creates a new deal in Simply.Coach.

Update record stage

Moves a deal or record to a new stage in Simply.Coach.

Log activity

Logs a call, email, or note against a record in Simply.Coach.

FreshBooks Explore FreshBooks →

Triggers

New invoice created

Fires when a new invoice is created in FreshBooks.

Payment received

Fires when a payment is recorded in FreshBooks.

Invoice overdue

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

Expense recorded

Fires when a new expense is recorded in FreshBooks.

Actions

Create invoice

Creates a new invoice in FreshBooks.

Record payment

Records a payment against an invoice in FreshBooks.

Create expense

Creates a new expense entry in FreshBooks.

Sync customer record

Syncs a customer's billing record in FreshBooks.

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

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

See all Simply.Coach + FreshBooks integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Update deal status when payments arrive” between Simply.Coach and FreshBooks?

Yes — describe it in the box above and Knit's Integrations Agent researches Simply.Coach and FreshBooks'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 FreshBooks and Simply.Coach streamline the sales-to-finance handoff?

Closing a deal in Simply.Coach can instantly create an invoice in FreshBooks, eliminating manual keying and speeding up revenue collection.

Can payment notifications in FreshBooks update deal stages in Simply.Coach?

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