Launch onboarding campaigns upon payment receipt

When a payment is received in AccountEdge, update the contact in 4Dem.it to move them into a welcome and onboarding workflow.

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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.

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.

4Dem.it Explore 4Dem.it →

Triggers

New lead captured

Fires when a new lead or contact is captured in 4Dem.it.

Contact enters a workflow

Fires when a contact enters an automation in 4Dem.it.

Contact updated

Fires when a field on a contact changes in 4Dem.it.

Contact unsubscribed

Fires when a contact unsubscribes in 4Dem.it.

Actions

Create or update a contact

Creates or updates a contact in 4Dem.it.

Add a contact to a campaign

Adds a contact to a workflow or campaign in 4Dem.it.

Send a message

Sends an email or message to a contact via 4Dem.it.

Apply or remove a tag

Changes a contact's tags in 4Dem.it.

Sync new marketing leads into accounting records When a new lead is captured in 4Dem.it, sync their contact record in AccountEdge so finance has immediate visibility into upcoming client profiles. See details

Enroll late-paying clients in automated reminder tracks When an invoice becomes overdue in AccountEdge, tag the contact in 4Dem.it to automatically send payment reminder messages. See details

See all AccountEdge + 4Dem.it integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Launch onboarding campaigns upon payment receipt” between AccountEdge and 4Dem.it?

Yes — describe it in the box above and Knit's Integrations Agent researches AccountEdge and 4Dem.it'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 customer billing statuses in AccountEdge control marketing campaigns in 4Dem.it?

Yes, financial milestones like cleared payments or overdue balances in AccountEdge can apply tags or enroll contacts into marketing campaigns in 4Dem.it.

Does capturing new leads in 4Dem.it create records in AccountEdge?

Yes, when new prospective clients submit forms in 4Dem.it, their details can sync to AccountEdge to establish unified billing records.