Update deal status when payments arrive
When a payment is received in Wave, automatically update the deal stage in Yardbook 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.
Yardbook Explore Yardbook →
TriggersFires when a new lead or contact is created in Yardbook.
Fires when a deal moves to a new stage in Yardbook.
Fires when a deal is marked won in Yardbook.
Fires when a field on a contact changes in Yardbook.
Creates or updates a contact in Yardbook.
Creates a new deal in Yardbook.
Moves a deal to a new stage in Yardbook.
Logs a call, email, or note against a record in Yardbook.
Wave Explore Wave →
TriggersFires when a new invoice is created in Wave.
Fires when a payment is recorded in Wave.
Fires when an invoice in Wave passes its due date unpaid.
Fires when a new expense is recorded in Wave.
Creates a new invoice in Wave.
Records a payment against an invoice in Wave.
Creates a new expense entry in Wave.
Syncs a customer's billing record in Wave.
More Yardbook + Wave workflows
Turn closed deals into client invoices
When a deal is marked won in Yardbook, 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 Yardbook, automatically sync the customer record in Wave to maintain clean billing profiles.
See details
See all Yardbook + Wave integrations → · Browse the full workflow library →
Common questions
Can Knit build “Update deal status when payments arrive” between Yardbook and Wave?
Yes — describe it in the box above and Knit's Integrations Agent researches Yardbook 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 Yardbook streamline the sales-to-finance handoff?
Closing a deal in Yardbook can instantly create an invoice in Wave, eliminating manual keying and speeding up revenue collection.
Can payment notifications in Wave update deal stages in Yardbook?
Yes, when a customer settles an invoice in Wave, the corresponding deal stage in Yardbook can automatically update to reflect a completed transaction.