Sync customer records when new clients are onboarded

When a new client is added in actiTIME, automatically sync their customer record in AccountEdge so finance is ready to bill them.

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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.

actiTIME Explore actiTIME →

Triggers

New client added

Fires when a new client is added in actiTIME.

New project created

Fires when a new project is created in actiTIME.

New time entry logged

Fires when a new time entry is logged in actiTIME.

Timer started

Fires when a timer is started in actiTIME.

Actions

Create client

Creates a new client in actiTIME.

Create project

Creates a new project in actiTIME.

Create time entry

Logs a new time entry in actiTIME.

Start timer

Starts a timer in actiTIME.

Create client profiles in time tracking when invoices are generated When a new invoice is created in AccountEdge, automatically create a matching client profile in actiTIME if one does not exist. See details

Generate billing invoices from logged time entries When new time entries are logged in actiTIME, automatically create a draft invoice in AccountEdge reflecting the billable hours. See details

See all AccountEdge + actiTIME integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Sync customer records when new clients are onboarded” between AccountEdge and actiTIME?

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

Why pair actiTIME with AccountEdge?

Combining time tracking and accounting ensures that every billable hour recorded by your team flows directly into invoices without manual rekeying.

How are new client records kept in sync between tools?

When a new client or project is created in actiTIME, customer profiles and invoice details automatically sync in AccountEdge.