Add customers with overdue invoices to reminder lists

When an invoice becomes overdue in Portal.io, automatically add the customer to a specific follow-up list in Mailshake.

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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.

Mailshake Explore Mailshake →

Triggers

New subscriber added

Fires when a new subscriber is added in Mailshake.

Subscriber unsubscribed

Fires when a contact unsubscribes in Mailshake.

Email opened or clicked

Fires when a subscriber opens or clicks a campaign in Mailshake.

Actions

Add or update a subscriber

Creates or updates a subscriber in Mailshake.

Unsubscribe a contact

Unsubscribes a contact in Mailshake.

Add a subscriber to a list

Adds a subscriber to a list or segment in Mailshake.

Send a transactional email

Sends a one-off transactional email via Mailshake.

Send confirmation emails on completed payments When a payment is received in Portal.io, automatically send a transactional confirmation email to the client using Mailshake. See details

Sync new marketing subscribers to accounting contacts When a new subscriber is added in Mailshake, automatically create or sync their contact record in Portal.io for future invoicing. See details

See all Portal.io + Mailshake integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Add customers with overdue invoices to reminder lists” between Portal.io and Mailshake?

Yes — describe it in the box above and Knit's Integrations Agent researches Portal.io and Mailshake'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 Portal.io with Mailshake benefit billing communications?

You can automatically send transactional emails or update subscriber lists in Mailshake whenever financial milestones like completed payments or overdue invoices occur in Portal.io.

Can subscriber changes in Mailshake sync back to financial contacts in Portal.io?

Yes, when a new subscriber joins via Mailshake marketing campaigns, their contact record can be created or updated automatically in Portal.io.