Generate invoices when project milestones finish

When a task is completed in SmartSuite, automatically create an invoice in Veem so billing occurs immediately without delay.

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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.

Veem Explore Veem →

Triggers

New invoice created

Fires when a new invoice is created in Veem.

Payment received

Fires when a payment is recorded in Veem.

Invoice overdue

Fires when an invoice in Veem passes its due date unpaid.

Expense recorded

Fires when a new expense is recorded in Veem.

Actions

Create invoice

Creates a new invoice in Veem.

Record payment

Records a payment against an invoice in Veem.

Create expense

Creates a new expense entry in Veem.

Sync customer record

Syncs a customer's billing record in Veem.

SmartSuite Explore SmartSuite →

Triggers

New task created

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

Task completed

Fires when a task in SmartSuite is marked complete.

Due date approaching

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

Status changed

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

Actions

Create task

Creates a new task, job or item in SmartSuite.

Update task

Updates a task's status or assignee in SmartSuite.

Add comment

Posts a comment on a task in SmartSuite.

Assign task

Assigns a task in SmartSuite to a team member.

Move project tasks when invoices become overdue When an invoice is marked overdue in Veem, automatically move the associated project task in SmartSuite to an on-hold stage. See details

Add task notes when client payments are received When a payment is received in Veem, automatically add a comment to the client task in SmartSuite confirming payment receipt. See details

See all Veem + SmartSuite integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Generate invoices when project milestones finish” between Veem and SmartSuite?

Yes — describe it in the box above and Knit's Integrations Agent researches Veem and SmartSuite'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 SmartSuite with Veem 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 Veem alter project tasks in SmartSuite?

Yes, when a payment is received or an invoice becomes overdue in Veem, you can automatically move or update tasks in SmartSuite.