Generate invoices when project milestones finish

When a task is completed in ProductPlan, automatically create an invoice in TaxJar so billing occurs immediately without delay.

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See all ProductPlan + TaxJar 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.

ProductPlan Explore ProductPlan →

Triggers

New task created

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

Task completed

Fires when a task in ProductPlan is marked complete.

Due date approaching

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

Status changed

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

Actions

Create task

Creates a new task, job or item in ProductPlan.

Update task

Updates a task's status or assignee in ProductPlan.

Add comment

Posts a comment on a task in ProductPlan.

Assign task

Assigns a task in ProductPlan to a team member.

TaxJar Explore TaxJar →

Triggers

New invoice created

Fires when a new invoice is created in TaxJar.

Payment received

Fires when a payment is recorded in TaxJar.

Invoice overdue

Fires when an invoice in TaxJar passes its due date unpaid.

Expense recorded

Fires when a new expense is recorded in TaxJar.

Actions

Create invoice

Creates a new invoice in TaxJar.

Record payment

Records a payment against an invoice in TaxJar.

Create expense

Creates a new expense entry in TaxJar.

Sync customer record

Syncs a customer's billing record in TaxJar.

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

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

See all ProductPlan + TaxJar integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Generate invoices when project milestones finish” between ProductPlan and TaxJar?

Yes — describe it in the box above and Knit's Integrations Agent researches ProductPlan and TaxJar'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 ProductPlan with TaxJar 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 TaxJar alter project tasks in ProductPlan?

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