Add task notes when client payments are received

When a payment is received in Exact Online, automatically add a comment to the client task in vPlan confirming payment receipt.

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See all Exact Online + vPlan 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.

Exact Online Explore Exact Online →

Triggers

New invoice created

Fires when a new invoice is created in Exact Online.

Payment received

Fires when a payment is recorded in Exact Online.

Invoice overdue

Fires when an invoice in Exact Online passes its due date unpaid.

Expense recorded

Fires when a new expense is recorded in Exact Online.

Actions

Create invoice

Creates a new invoice in Exact Online.

Record payment

Records a payment against an invoice in Exact Online.

Create expense

Creates a new expense entry in Exact Online.

Sync customer record

Syncs a customer's billing record in Exact Online.

vPlan Explore vPlan →

Triggers

New task created

Fires when a new task, job or item is created in vPlan.

Task completed

Fires when a task in vPlan is marked complete.

Due date approaching

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

Status changed

Fires when a task, job or project changes status in vPlan.

Actions

Create task

Creates a new task, job or item in vPlan.

Update task

Updates a task's status or assignee in vPlan.

Add comment

Posts a comment on a task in vPlan.

Assign task

Assigns a task in vPlan to a team member.

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

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

See all Exact Online + vPlan 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 Exact Online and vPlan?

Yes — describe it in the box above and Knit's Integrations Agent researches Exact Online and vPlan'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 vPlan with Exact Online 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 Exact Online alter project tasks in vPlan?

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