Flag negative reviews against open balances

When a low-rated review arrives in pulseM, look up the customer in Invoice2go so finance can check for billing disputes.

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See all pulseM + Invoice2go 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.

pulseM Explore pulseM →

Triggers

New review

Fires when a customer leaves a new review in pulseM.

Review updated

Fires when a review is edited or answered in pulseM.

New survey response

Fires when a customer answers a feedback survey in pulseM.

Actions

Send a review request

Invites a customer to leave a review with pulseM.

Create or update a customer

Adds or updates a customer contact in pulseM.

Reply to a review

Posts a public reply to a review in pulseM.

Invoice2go Explore Invoice2go →

Triggers

New invoice created

Fires when a new invoice is created in Invoice2go.

Payment received

Fires when a payment is recorded in Invoice2go.

Invoice overdue

Fires when an invoice in Invoice2go passes its due date unpaid.

Expense recorded

Fires when a new expense is recorded in Invoice2go.

Actions

Create invoice

Creates a new invoice in Invoice2go.

Record payment

Records a payment against an invoice in Invoice2go.

Create expense

Creates a new expense entry in Invoice2go.

Sync customer record

Syncs a customer's billing record in Invoice2go.

Request reviews after payment When an invoice is marked paid in Invoice2go, send the customer a review request from pulseM. See details

Sync paying customers to your review tool When a new customer is created in Invoice2go, create or update the same customer in pulseM. See details

See all pulseM + Invoice2go integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Flag negative reviews against open balances” between pulseM and Invoice2go?

Yes — describe it in the box above and Knit's Integrations Agent researches pulseM and Invoice2go'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 I send a review request after an invoice is paid?

Yes. When a payment is recorded in Invoice2go, pulseM can send that customer a review request automatically, so you only ask customers who completed a purchase.

Do customer records stay in sync?

New customers created in Invoice2go can be created or updated in pulseM, so review requests go to the right name and email.