Log payment confirmations directly inside project documents

When a payment is received in AccountEdge, automatically append text to the matching client document page in 1st things 1st confirming the updated balance.

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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.

1st things 1st Explore 1st things 1st →

Triggers

New page created

Fires when a new page or doc is created in 1st things 1st.

Record added

Fires when a new record is added to a database or table in 1st things 1st.

Doc published

Fires when a doc in 1st things 1st is published or shared.

Status changed

Fires when a status field changes on a record in 1st things 1st.

Actions

Create page from template

Starts a new page in 1st things 1st from a saved template.

Add or update record

Creates or updates a record in 1st things 1st.

Append text

Adds text to the end of an existing doc in 1st things 1st.

Move page

Moves a page in 1st things 1st into a different space.

AccountEdge Explore AccountEdge →

Triggers

New invoice created

Fires when a new invoice is created in AccountEdge.

Payment received

Fires when a payment is recorded in AccountEdge.

Invoice overdue

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

Expense recorded

Fires when a new expense is recorded in AccountEdge.

Actions

Create invoice

Creates a new invoice in AccountEdge.

Record payment

Records a payment against an invoice in AccountEdge.

Create expense

Creates a new expense entry in AccountEdge.

Sync customer record

Syncs a customer's billing record in AccountEdge.

Generate invoices from approved project records When a document record status changes to approved in 1st things 1st, automatically create an invoice in AccountEdge so client billing moves forward promptly. See details

Track overdue invoices in account management documentation When an invoice becomes overdue in AccountEdge, automatically add a record in 1st things 1st so account representatives are notified to follow up. See details

See all 1st things 1st + AccountEdge integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Log payment confirmations directly inside project documents” between 1st things 1st and AccountEdge?

Yes — describe it in the box above and Knit's Integrations Agent researches 1st things 1st and AccountEdge'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.

Can financial status updates automatically reflect in project documents?

Yes, status updates like received payments or overdue invoices in AccountEdge can automatically append notes or update record statuses inside 1st things 1st.

How does this integration streamline client billing?

Updating a project or record status in 1st things 1st can automatically generate a matching invoice in AccountEdge to eliminate re-keying billing details.