Move project tasks when invoices become overdue

When an invoice is marked overdue in Portal.io, automatically move the associated project task in Simpro to an on-hold stage.

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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.

Simpro Explore Simpro →

Triggers

New task created

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

Task completed

Fires when a task in Simpro is marked complete.

Due date approaching

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

Status changed

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

Actions

Create task

Creates a new task, job or item in Simpro.

Update task

Updates a task's status or assignee in Simpro.

Add comment

Posts a comment on a task in Simpro.

Assign task

Assigns a task in Simpro to a team member.

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

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 Simpro confirming payment receipt. See details

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

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FAQ

Common questions

Can Knit build “Move project tasks when invoices become overdue” between Portal.io and Simpro?

Yes — describe it in the box above and Knit's Integrations Agent researches Portal.io and Simpro'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 Simpro 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 Simpro?

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