Add task notes when client payments are received

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

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See all Filevine + QuickBooks Online 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.

Filevine Explore Filevine →

Triggers

New task created

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

Task completed

Fires when a task in Filevine is marked complete.

Due date approaching

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

Status changed

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

Actions

Create task

Creates a new task, job or item in Filevine.

Update task

Updates a task's status or assignee in Filevine.

Add comment

Posts a comment on a task in Filevine.

Assign task

Assigns a task in Filevine to a team member.

QuickBooks Online Explore QuickBooks Online →

Triggers

New invoice created

Fires when a new invoice is created in QuickBooks Online.

Payment received

Fires when a payment is recorded in QuickBooks Online.

Invoice overdue

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

Expense recorded

Fires when a new expense is recorded in QuickBooks Online.

Actions

Create invoice

Creates a new invoice in QuickBooks Online.

Record payment

Records a payment against an invoice in QuickBooks Online.

Create expense

Creates a new expense entry in QuickBooks Online.

Sync customer record

Syncs a customer's billing record in QuickBooks Online.

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

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

See all Filevine + QuickBooks Online 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 Filevine and QuickBooks Online?

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

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