Add task notes when client payments are received

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

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See all Forecast + Airwallex 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.

Forecast Explore Forecast →

Triggers

New task created

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

Task completed

Fires when a task in Forecast is marked complete.

Due date approaching

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

Status changed

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

Actions

Create task

Creates a new task, job or item in Forecast.

Update task

Updates a task's status or assignee in Forecast.

Add comment

Posts a comment on a task in Forecast.

Assign task

Assigns a task in Forecast to a team member.

Airwallex Explore Airwallex →

Triggers

New invoice created

Fires when a new invoice is created in Airwallex.

Payment received

Fires when a payment is recorded in Airwallex.

Invoice overdue

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

Expense recorded

Fires when a new expense is recorded in Airwallex.

Actions

Create invoice

Creates a new invoice in Airwallex.

Record payment

Records a payment against an invoice in Airwallex.

Create expense

Creates a new expense entry in Airwallex.

Sync customer record

Syncs a customer's billing record in Airwallex.

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

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

See all Forecast + Airwallex 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 Forecast and Airwallex?

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

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