Add task notes when client payments are received

When a payment is received in Zoho Invoice, automatically add a comment to the client task in Workast confirming payment receipt.

Try:

See all Workast + Zoho Invoice integrations or talk to a human

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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.

Workast Explore Workast →

Triggers

New task created

Fires when a new task or card is created in Workast.

Task completed

Fires when a task in Workast is marked complete.

Due date approaching

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

Comment added

Fires when a comment is added to a task in Workast.

Actions

Create task

Creates a new task in Workast.

Update task

Updates a task's status or assignee in Workast.

Add comment

Posts a comment on a task in Workast.

Move task

Moves a task in Workast to a different board or list.

Zoho Invoice Explore Zoho Invoice →

Triggers

New invoice created

Fires when a new invoice is created in Zoho Invoice.

Payment received

Fires when a payment is recorded in Zoho Invoice.

Invoice overdue

Fires when an invoice in Zoho Invoice passes its due date unpaid.

Expense recorded

Fires when a new expense is recorded in Zoho Invoice.

Actions

Create invoice

Creates a new invoice in Zoho Invoice.

Record payment

Records a payment against an invoice in Zoho Invoice.

Create expense

Creates a new expense entry in Zoho Invoice.

Sync customer record

Syncs a customer's billing record in Zoho Invoice.

Generate invoices when project milestones finish When a task is completed in Workast, automatically create an invoice in Zoho Invoice so billing occurs immediately without delay. See details

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

See all Workast + Zoho Invoice integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Add task notes when client payments are received” between Workast and Zoho Invoice?

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

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