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