Add task notes when client payments are received
When a payment is received in Quotient, automatically add a comment to the client task in Simpro confirming payment receipt.
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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.
Quotient Explore Quotient →
TriggersFires when a new invoice is created in Quotient.
Fires when a payment is recorded in Quotient.
Fires when an invoice in Quotient passes its due date unpaid.
Fires when a new expense is recorded in Quotient.
Creates a new invoice in Quotient.
Records a payment against an invoice in Quotient.
Creates a new expense entry in Quotient.
Syncs a customer's billing record in Quotient.
Simpro Explore Simpro →
TriggersFires when a new task or card is created in Simpro.
Fires when a task in Simpro is marked complete.
Fires when a task's due date in Simpro is coming up.
Fires when a comment is added to a task in Simpro.
Creates a new task in Simpro.
Updates a task's status or assignee in Simpro.
Posts a comment on a task in Simpro.
Moves a task in Simpro to a different board or list.
More Quotient + Simpro workflows
Generate invoices when project milestones finish
When a task is completed in Simpro, automatically create an invoice in Quotient so billing occurs immediately without delay.
See details
Move project tasks when invoices become overdue
When an invoice is marked overdue in Quotient, automatically move the associated project task in Simpro to an on-hold stage.
See details
See all Quotient + Simpro integrations → · Browse the full workflow library →
Common questions
Can Knit build “Add task notes when client payments are received” between Quotient and Simpro?
Yes — describe it in the box above and Knit's Integrations Agent researches Quotient and Simpro'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 Simpro with Quotient 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 Quotient alter project tasks in Simpro?
Yes, when a payment is received or an invoice becomes overdue in Quotient, you can automatically move or update tasks in Simpro.