Add task notes when client payments are received

When a payment is received in AdminPulse, automatically add a comment to the client task in Agiled confirming payment receipt.

Try:

See all AdminPulse + Agiled integrations or talk to a human

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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.

AdminPulse Explore AdminPulse →

Triggers

New invoice created

Fires when a new invoice is created in AdminPulse.

Payment received

Fires when a payment is recorded in AdminPulse.

Invoice overdue

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

Expense recorded

Fires when a new expense is recorded in AdminPulse.

Actions

Create invoice

Creates a new invoice in AdminPulse.

Record payment

Records a payment against an invoice in AdminPulse.

Create expense

Creates a new expense entry in AdminPulse.

Sync customer record

Syncs a customer's billing record in AdminPulse.

Agiled Explore Agiled →

Triggers

New task created

Fires when a new task or card is created in Agiled.

Task completed

Fires when a task in Agiled is marked complete.

Due date approaching

Fires when a task's due date in Agiled is coming up.

Comment added

Fires when a comment is added to a task in Agiled.

Actions

Create task

Creates a new task in Agiled.

Update task

Updates a task's status or assignee in Agiled.

Add comment

Posts a comment on a task in Agiled.

Move task

Moves a task in Agiled to a different board or list.

Generate invoices when project milestones finish When a task is completed in Agiled, automatically create an invoice in AdminPulse so billing occurs immediately without delay. See details

Move project tasks when invoices become overdue When an invoice is marked overdue in AdminPulse, automatically move the associated project task in Agiled to an on-hold stage. See details

See all AdminPulse + Agiled integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Add task notes when client payments are received” between AdminPulse and Agiled?

Yes — describe it in the box above and Knit's Integrations Agent researches AdminPulse and Agiled'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 connecting Agiled with AdminPulse help our finance team?

It reduces manual data entry by initiating invoices and expense updates automatically as project milestones are completed.

Can payment updates in AdminPulse alter project tasks in Agiled?

Yes, when a payment is received or an invoice becomes overdue in AdminPulse, you can automatically move or update tasks in Agiled.