Alert team members on payment failures

When a payment fails in Trolley, automatically add an urgent comment to the customer's account task in Smartsheet for account management intervention.

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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.

Trolley Explore Trolley →

Triggers

New customer

Fires when a new customer is created in Trolley.

Subscription canceled

Fires when a subscription is canceled in Trolley.

New invoice generated

Fires when a new invoice is generated in Trolley.

Payment failed

Fires when a payment attempt fails in Trolley.

Actions

Create customer

Creates a new customer in Trolley.

Create subscription

Creates a new subscription in Trolley.

Cancel subscription

Cancels an existing subscription in Trolley.

Update customer

Updates a customer's billing details in Trolley.

Smartsheet Explore Smartsheet →

Triggers

New task created

Fires when a new task, job or item is created in Smartsheet.

Task completed

Fires when a task in Smartsheet is marked complete.

Due date approaching

Fires when a task's due date in Smartsheet is coming up.

Status changed

Fires when a task, job or project changes status in Smartsheet.

Actions

Create task

Creates a new task, job or item in Smartsheet.

Update task

Updates a task's status or assignee in Smartsheet.

Add comment

Posts a comment on a task in Smartsheet.

Assign task

Assigns a task in Smartsheet to a team member.

Create onboarding task lists for new customers When a new customer signs up in Trolley, automatically create an onboarding task in Smartsheet so team members can kick off setup. See details

Update customer records when onboarding tasks complete When an account setup task is marked complete in Smartsheet, automatically update the customer status in Trolley to mark onboarding as finished. See details

See all Trolley + Smartsheet integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Alert team members on payment failures” between Trolley and Smartsheet?

Yes — describe it in the box above and Knit's Integrations Agent researches Trolley 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 can Smartsheet and Trolley streamline client onboarding?

When a new subscription or customer is created in Trolley, Smartsheet can automatically create task lists to kick off technical setup and client onboarding.

Can payment issues in Trolley flag team members in Smartsheet?

Yes, if a payment fails in Trolley, an urgent comment or task update can automatically be added in Smartsheet so account managers can follow up immediately.