Add task notes when client payments are received
When a payment is received in Mercury, automatically add a comment to the client task in Podio confirming payment receipt.
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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.
Podio Explore Podio →
TriggersFires when a new task or card is created in Podio.
Fires when a task in Podio is marked complete.
Fires when a task's due date in Podio is coming up.
Fires when a comment is added to a task in Podio.
Creates a new task in Podio.
Updates a task's status or assignee in Podio.
Posts a comment on a task in Podio.
Moves a task in Podio to a different board or list.
Mercury Explore Mercury →
TriggersFires when a new invoice is created in Mercury.
Fires when a payment is recorded in Mercury.
Fires when an invoice in Mercury passes its due date unpaid.
Fires when a new expense is recorded in Mercury.
Creates a new invoice in Mercury.
Records a payment against an invoice in Mercury.
Creates a new expense entry in Mercury.
Syncs a customer's billing record in Mercury.
More Podio + Mercury workflows
Generate invoices when project milestones finish
When a task is completed in Podio, automatically create an invoice in Mercury so billing occurs immediately without delay.
See details
Move project tasks when invoices become overdue
When an invoice is marked overdue in Mercury, automatically move the associated project task in Podio to an on-hold stage.
See details
See all Podio + Mercury integrations → · Browse the full workflow library →
Common questions
Can Knit build “Add task notes when client payments are received” between Podio and Mercury?
Yes — describe it in the box above and Knit's Integrations Agent researches Podio and Mercury'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 Podio with Mercury 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 Mercury alter project tasks in Podio?
Yes, when a payment is received or an invoice becomes overdue in Mercury, you can automatically move or update tasks in Podio.