Track invoice generation in customer activity logs

When a new invoice is generated in membermate, log an activity record on the contact profile in Redtail.

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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.

Redtail Explore Redtail →

Triggers

New contact or lead

Fires when a new contact or lead is added to Redtail.

Contact updated

Fires when a field on a contact changes in Redtail.

Deal or record stage changed

Fires when a deal, case or record moves to a new stage in Redtail.

Deal won

Fires when a deal is marked won in Redtail.

Actions

Create or update contact

Creates or updates a contact in Redtail.

Create deal

Creates a new deal in Redtail.

Update record stage

Moves a deal or record to a new stage in Redtail.

Log activity

Logs a call, email, or note against a record in Redtail.

membermate Explore membermate →

Triggers

New customer

Fires when a new customer is created in membermate.

Subscription canceled

Fires when a subscription is canceled in membermate.

New invoice generated

Fires when a new invoice is generated in membermate.

Payment failed

Fires when a payment attempt fails in membermate.

Actions

Create customer

Creates a new customer in membermate.

Create subscription

Creates a new subscription in membermate.

Cancel subscription

Cancels an existing subscription in membermate.

Update customer

Updates a customer's billing details in membermate.

Convert won deals into paying customers When a deal is marked won in Redtail, automatically create a new customer in membermate to start subscription billing. See details

Log canceled subscriptions on CRM deals When a subscription is canceled in membermate, update the deal stage in Redtail so sales reps can attempt churn recovery. See details

See all Redtail + membermate integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Track invoice generation in customer activity logs” between Redtail and membermate?

Yes — describe it in the box above and Knit's Integrations Agent researches Redtail and membermate'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 membermate and Redtail help sales teams?

Sales representatives can track subscriber status, renewals, and churn directly within Redtail without needing access to financial tools.

Can a won deal automatically convert into an active billing customer?

Yes, winning a deal in Redtail can instantly create a corresponding customer account in membermate to streamline invoicing.