Joinpoints Lexware Office

Add task notes when client payments are received

When a payment is received in Lexware Office, automatically add a comment to the client task in Joinpoints confirming payment receipt.

Try:

See all Joinpoints + Lexware Office 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.

Joinpoints Explore Joinpoints →

Triggers
New task created

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

Task completed

Fires when a task in Joinpoints is marked complete.

Due date approaching

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

Status changed

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

Actions
Create task

Creates a new task, job or item in Joinpoints.

Update task

Updates a task's status or assignee in Joinpoints.

Add comment

Posts a comment on a task in Joinpoints.

Assign task

Assigns a task in Joinpoints to a team member.

Lexware Office Explore Lexware Office →

Triggers
New invoice created

Fires when a new invoice is created in Lexware Office.

Payment received

Fires when a payment is recorded in Lexware Office.

Invoice overdue

Fires when an invoice in Lexware Office passes its due date unpaid.

Expense recorded

Fires when a new expense is recorded in Lexware Office.

Actions
Create invoice

Creates a new invoice in Lexware Office.

Record payment

Records a payment against an invoice in Lexware Office.

Create expense

Creates a new expense entry in Lexware Office.

Sync customer record

Syncs a customer's billing record in Lexware Office.

Generate invoices when project milestones finish When a task is completed in Joinpoints, automatically create an invoice in Lexware Office so billing occurs immediately without delay. See details
Move project tasks when invoices become overdue When an invoice is marked overdue in Lexware Office, automatically move the associated project task in Joinpoints to an on-hold stage. See details

See all Joinpoints + Lexware Office 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 Joinpoints and Lexware Office?

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

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

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