Add task notes when client payments are received

When a payment is received in Offorte Proposals, automatically add a comment to the client task in Productive.io confirming payment receipt.

Try:

See all Offorte Proposals + Productive.io 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.

Offorte Proposals Explore Offorte Proposals →

Triggers

New invoice created

Fires when a new invoice is created in Offorte Proposals.

Payment received

Fires when a payment is recorded in Offorte Proposals.

Invoice overdue

Fires when an invoice in Offorte Proposals passes its due date unpaid.

Expense recorded

Fires when a new expense is recorded in Offorte Proposals.

Actions

Create invoice

Creates a new invoice in Offorte Proposals.

Record payment

Records a payment against an invoice in Offorte Proposals.

Create expense

Creates a new expense entry in Offorte Proposals.

Sync customer record

Syncs a customer's billing record in Offorte Proposals.

Productive.io Explore Productive.io →

Triggers

New task created

Fires when a new task or card is created in Productive.io.

Task completed

Fires when a task in Productive.io is marked complete.

Due date approaching

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

Comment added

Fires when a comment is added to a task in Productive.io.

Actions

Create task

Creates a new task in Productive.io.

Update task

Updates a task's status or assignee in Productive.io.

Add comment

Posts a comment on a task in Productive.io.

Move task

Moves a task in Productive.io to a different board or list.

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

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

See all Offorte Proposals + Productive.io 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 Offorte Proposals and Productive.io?

Yes — describe it in the box above and Knit's Integrations Agent researches Offorte Proposals and Productive.io'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 Productive.io with Offorte Proposals 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 Offorte Proposals alter project tasks in Productive.io?

Yes, when a payment is received or an invoice becomes overdue in Offorte Proposals, you can automatically move or update tasks in Productive.io.