InvGate Service Management Xledger

Open support tickets for overdue accounts

When an invoice becomes overdue in Xledger, automatically create a ticket in InvGate Service Management so finance agents can resolve the payment issue.

Try:

See all InvGate Service Management + Xledger 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.

InvGate Service Management Explore InvGate Service Management →

Triggers
New ticket created

Fires when a new support ticket is created in InvGate Service Management.

Ticket status changed

Fires when a ticket's status changes in InvGate Service Management.

Ticket assigned

Fires when a ticket in InvGate Service Management is assigned to an agent.

SLA breached

Fires when a ticket in InvGate Service Management breaches its response SLA.

Actions
Create ticket

Creates a new ticket in InvGate Service Management.

Update ticket status

Updates a ticket's status in InvGate Service Management.

Assign ticket

Assigns a ticket in InvGate Service Management to an agent.

Add ticket comment

Posts an internal or public comment on a ticket in InvGate Service Management.

Xledger Explore Xledger →

Triggers
New invoice created

Fires when a new invoice is created in Xledger.

Payment received

Fires when a payment is recorded in Xledger.

Invoice overdue

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

Expense recorded

Fires when a new expense is recorded in Xledger.

Actions
Create invoice

Creates a new invoice in Xledger.

Record payment

Records a payment against an invoice in Xledger.

Create expense

Creates a new expense entry in Xledger.

Sync customer record

Syncs a customer's billing record in Xledger.

Invoice clients upon ticket resolution When a ticket status is changed in InvGate Service Management, automatically create an invoice in Xledger for billable technical services. See details
Add billing comments when payments arrive When a payment is received in Xledger, automatically add a ticket comment in InvGate Service Management to inform support staff that the account is paid. See details

See all InvGate Service Management + Xledger integrations →  ·  Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Open support tickets for overdue accounts” between InvGate Service Management and Xledger?

Yes — describe it in the box above and Knit's Integrations Agent researches InvGate Service Management and Xledger'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 Xledger and InvGate Service Management streamline billing support?

Support agents can see accounting updates directly in InvGate Service Management, while overdue invoices in Xledger can automatically create tickets for payment resolution.

Can resolving a support ticket initiate customer invoicing?

Yes, when a billable support ticket status changes in InvGate Service Management, an invoice can automatically be created in Xledger for the time spent.

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