Add task notes when client payments are received

When a payment is received in pxmo, automatically add a comment to the client task in Asana confirming payment receipt.

Try:

See all pxmo + Asana 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.

pxmo Explore pxmo →

Triggers

New invoice created

Fires when a new invoice is created in pxmo.

Payment received

Fires when a payment is recorded in pxmo.

Invoice overdue

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

Expense recorded

Fires when a new expense is recorded in pxmo.

Actions

Create invoice

Creates a new invoice in pxmo.

Record payment

Records a payment against an invoice in pxmo.

Create expense

Creates a new expense entry in pxmo.

Sync customer record

Syncs a customer's billing record in pxmo.

Asana Explore Asana →

Triggers

New task created

Fires when a new task or card is created in Asana.

Task completed

Fires when a task in Asana is marked complete.

Due date approaching

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

Comment added

Fires when a comment is added to a task in Asana.

Actions

Create task

Creates a new task in Asana.

Update task

Updates a task's status or assignee in Asana.

Add comment

Posts a comment on a task in Asana.

Move task

Moves a task in Asana to a different board or list.

Generate invoices when project milestones finish When a task is completed in Asana, automatically create an invoice in pxmo so billing occurs immediately without delay. See details

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

See all pxmo + Asana integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Add task notes when client payments are received” between pxmo and Asana?

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

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