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