Add task notes when client payments are received

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

Try:

See all pxmo + Halo Service Solutions 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.

Halo Service Solutions Explore Halo Service Solutions →

Triggers

New task created

Fires when a new task or card is created in Halo Service Solutions.

Task completed

Fires when a task in Halo Service Solutions is marked complete.

Due date approaching

Fires when a task's due date in Halo Service Solutions is coming up.

Comment added

Fires when a comment is added to a task in Halo Service Solutions.

Actions

Create task

Creates a new task in Halo Service Solutions.

Update task

Updates a task's status or assignee in Halo Service Solutions.

Add comment

Posts a comment on a task in Halo Service Solutions.

Move task

Moves a task in Halo Service Solutions to a different board or list.

Generate invoices when project milestones finish When a task is completed in Halo Service Solutions, 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 Halo Service Solutions to an on-hold stage. See details

See all pxmo + Halo Service Solutions 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 Halo Service Solutions?

Yes — describe it in the box above and Knit's Integrations Agent researches pxmo and Halo Service Solutions'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 Halo Service Solutions 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 Halo Service Solutions?

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