Generate invoices from approved project records

When a document record status changes to approved in Google Sheets, automatically create an invoice in Proposify so client billing moves forward promptly.

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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.

Proposify Explore Proposify →

Triggers

New invoice created

Fires when a new invoice is created in Proposify.

Payment received

Fires when a payment is recorded in Proposify.

Invoice overdue

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

Expense recorded

Fires when a new expense is recorded in Proposify.

Actions

Create invoice

Creates a new invoice in Proposify.

Record payment

Records a payment against an invoice in Proposify.

Create expense

Creates a new expense entry in Proposify.

Sync customer record

Syncs a customer's billing record in Proposify.

Google Sheets Explore Google Sheets →

Triggers

New page created

Fires when a new page or doc is created in Google Sheets.

Record added

Fires when a new record is added to a database or table in Google Sheets.

Doc published

Fires when a doc in Google Sheets is published or shared.

Status changed

Fires when a status field changes on a record in Google Sheets.

Actions

Create page from template

Starts a new page in Google Sheets from a saved template.

Add or update record

Creates or updates a record in Google Sheets.

Append text

Adds text to the end of an existing doc in Google Sheets.

Move page

Moves a page in Google Sheets into a different space.

Log payment confirmations directly inside project documents When a payment is received in Proposify, automatically append text to the matching client document page in Google Sheets confirming the updated balance. See details

Track overdue invoices in account management documentation When an invoice becomes overdue in Proposify, automatically add a record in Google Sheets so account representatives are notified to follow up. See details

See all Proposify + Google Sheets integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Generate invoices from approved project records” between Proposify and Google Sheets?

Yes — describe it in the box above and Knit's Integrations Agent researches Proposify and Google Sheets'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.

Can financial status updates automatically reflect in project documents?

Yes, status updates like received payments or overdue invoices in Proposify can automatically append notes or update record statuses inside Google Sheets.

How does this integration streamline client billing?

Updating a project or record status in Google Sheets can automatically generate a matching invoice in Proposify to eliminate re-keying billing details.