Add task notes when client payments are received

When a payment is received in Portal.io, automatically add a comment to the client task in Halo Service Solutions confirming payment receipt.

Try:

See all Portal.io + Halo Service Solutions 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.

Portal.io Explore Portal.io →

Triggers

New invoice created

Fires when a new invoice is created in Portal.io.

Payment received

Fires when a payment is recorded in Portal.io.

Invoice overdue

Fires when an invoice in Portal.io passes its due date unpaid.

Expense recorded

Fires when a new expense is recorded in Portal.io.

Actions

Create invoice

Creates a new invoice in Portal.io.

Record payment

Records a payment against an invoice in Portal.io.

Create expense

Creates a new expense entry in Portal.io.

Sync customer record

Syncs a customer's billing record in Portal.io.

Halo Service Solutions Explore Halo Service Solutions →

Triggers

New task created

Fires when a new task, job or item is created in Halo Service Solutions.

Task completed

Fires when a task in Halo Service Solutions is marked complete.

Due date approaching

Fires when a task's due date in Halo Service Solutions is coming up.

Status changed

Fires when a task, job or project changes status in Halo Service Solutions.

Actions

Create task

Creates a new task, job or item in Halo Service Solutions.

Update task

Updates a task's status or assignee in Halo Service Solutions.

Add comment

Posts a comment on a task in Halo Service Solutions.

Assign task

Assigns a task in Halo Service Solutions to a team member.

Generate invoices when project milestones finish When a task is completed in Halo Service Solutions, automatically create an invoice in Portal.io so billing occurs immediately without delay. See details

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

See all Portal.io + Halo Service Solutions 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 Portal.io and Halo Service Solutions?

Yes — describe it in the box above and Knit's Integrations Agent researches Portal.io and Halo Service Solutions'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 Halo Service Solutions with Portal.io 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 Portal.io alter project tasks in Halo Service Solutions?

Yes, when a payment is received or an invoice becomes overdue in Portal.io, you can automatically move or update tasks in Halo Service Solutions.