Knowify + Receipt Bank Integrations

In a matter of minutes and without a single line of code, Zapier allows you to automatically send info between Knowify and Receipt Bank.

Connect Knowify + Receipt Bank in Minutes

It's easy to connect Knowify + Receipt Bank and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

New Bill Payment

Triggers when a new bill payment is added.

Contract Job Made Active

Triggers when a contract job has been made active.

New Invoice Payment

Triggers when a new invoice payment is added.

New Contract Job

Triggers when a new contract job has been added.

New Service Job

Triggers when a new service job has been added.

New Client

Triggers when a new client has been added.

New Invoice

Triggers when a new invoice has been added.

New Payment

Triggers when a new payment is added.

New Task

Triggers when a new task has been added.

Service Job Marked Complete

Triggers when a service job has been marked complete.

How Knowify + Receipt Bank Integrations Work

  1. Step 1: Authenticate Knowify + Receipt Bank.
    (30 seconds)

  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    (15 seconds)

  3. Step 3: Choose a resulting action from the other app.
    (15 seconds)

  4. Step 4: Select the data you want to send from one app to the other.
    (2 minutes)

  5. That’s it! More time to work on other things.

Connect Knowify + Receipt Bank