Generate invoices when project milestones finish

When a task is completed in Productive.io, automatically create an invoice in Simply Budget so billing occurs immediately without delay.

Try:

See all Productive.io + Simply Budget 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.

Productive.io Explore Productive.io →

Triggers

New task created

Fires when a new task, job or item 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.

Status changed

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

Actions

Create task

Creates a new task, job or item 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.

Assign task

Assigns a task in Productive.io to a team member.

Simply Budget Explore Simply Budget →

Triggers

New invoice created

Fires when a new invoice is created in Simply Budget.

Payment received

Fires when a payment is recorded in Simply Budget.

Invoice overdue

Fires when an invoice in Simply Budget passes its due date unpaid.

Expense recorded

Fires when a new expense is recorded in Simply Budget.

Actions

Create invoice

Creates a new invoice in Simply Budget.

Record payment

Records a payment against an invoice in Simply Budget.

Create expense

Creates a new expense entry in Simply Budget.

Sync customer record

Syncs a customer's billing record in Simply Budget.

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

Add task notes when client payments are received When a payment is received in Simply Budget, automatically add a comment to the client task in Productive.io confirming payment receipt. See details

See all Productive.io + Simply Budget integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Generate invoices when project milestones finish” between Productive.io and Simply Budget?

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

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