Post team updates when client payments arrive
When a payment is received in Sage, automatically share a celebratory post in Pastel to keep team members informed.
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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.
Pastel Explore Pastel →
TriggersFires when a new post or update is shared in Pastel.
Fires when someone comments on or reviews an item in Pastel.
Fires when a task is assigned to someone in Pastel.
Posts an update or announcement in Pastel.
Creates a new task in Pastel.
Creates a new project or workspace in Pastel.
Shares a file or folder in Pastel.
More Sage + Pastel workflows
Assign follow-up tasks for overdue invoices
When an invoice becomes overdue in Sage, automatically create a high-priority task in Pastel for account managers to follow up.
See details
Generate accounting invoices from completed tasks
When a project task is assigned or completed in Pastel, automatically create a draft invoice in Sage ready for client billing.
See details
See all Sage + Pastel integrations → · Browse the full workflow library →
Common questions
Can Knit build “Post team updates when client payments arrive” between Sage and Pastel?
Yes — describe it in the box above and Knit's Integrations Agent researches Sage and Pastel'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.
Why connect financial software like Sage to project collaboration tools like Pastel?
It alerts project managers about payment statuses and overdue accounts directly where they manage day-to-day operations, avoiding financial delays.
Can team tasks in Pastel prompt financial updates in Sage?
Yes, completing or assigning specific tasks in Pastel can automatically prompt the creation of invoices or expenses in Sage.