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