Sync customer records when new clients are onboarded

When a new client is added in Protiv, automatically sync their customer record in VIES so finance is ready to bill them.

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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.

Protiv Explore Protiv →

Triggers

New client added

Fires when a new client is added in Protiv.

New project created

Fires when a new project is created in Protiv.

New time entry logged

Fires when a new time entry is logged in Protiv.

Timer started

Fires when a timer is started in Protiv.

Actions

Create client

Creates a new client in Protiv.

Create project

Creates a new project in Protiv.

Create time entry

Logs a new time entry in Protiv.

Start timer

Starts a timer in Protiv.

VIES Explore VIES →

Triggers

New invoice created

Fires when a new invoice is created in VIES.

Payment received

Fires when a payment is recorded in VIES.

Invoice overdue

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

Expense recorded

Fires when a new expense is recorded in VIES.

Actions

Create invoice

Creates a new invoice in VIES.

Record payment

Records a payment against an invoice in VIES.

Create expense

Creates a new expense entry in VIES.

Sync customer record

Syncs a customer's billing record in VIES.

Create client profiles in time tracking when invoices are generated When a new invoice is created in VIES, automatically create a matching client profile in Protiv if one does not exist. See details

Generate billing invoices from logged time entries When new time entries are logged in Protiv, automatically create a draft invoice in VIES reflecting the billable hours. See details

See all Protiv + VIES integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Sync customer records when new clients are onboarded” between Protiv and VIES?

Yes — describe it in the box above and Knit's Integrations Agent researches Protiv and VIES'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.

Why pair Protiv with VIES?

Combining time tracking and accounting ensures that every billable hour recorded by your team flows directly into invoices without manual rekeying.

How are new client records kept in sync between tools?

When a new client or project is created in Protiv, customer profiles and invoice details automatically sync in VIES.