Knowify + OmniFocus

Activate new tasks in OmniFocus for updated contract jobs in Knowify

Keep your projects on track and enhance productivity with this workflow. As soon as a contract job is activated in Knowify, a corresponding task will be created in OmniFocus. This ensures you remain organized and streamlines your work management efficiently. Transform your project management by bridging the gap between Knowify and OmniFocus for smoother project transitions.

When this happens...
Contract Job Made Active
Triggers when a contract job has been made active.
TriggerPolling
automatically do this!
Create Task
Creates a new task in your OmniFocus Inbox.
ActionWrite

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Supported triggers and actions

New AIA Invoice
Triggers when a new AIA invoice has been added.
Trigger
Polling
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New Bill
Triggers when a new bill has been added.
Trigger
Polling
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Bill Sent for Approval
Triggers when a bill is sent for approval.
Trigger
Polling
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New Client
Triggers when a new client has been added.
Trigger
Polling
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Contract Out for Signature
Triggers when a contract job has been sent out for signature.
Trigger
Polling
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New Invoice Payment
Triggers when a new invoice payment is added.
Trigger
Polling
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Phase Scheduled
Triggers when a phase has been scheduled
Trigger
Polling
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New Product
Triggers when a new trigger has been added.
Trigger
Polling
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Job Closed
Triggers when a contract job has been closed
Trigger
Polling
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New Purchase
Triggers when a new purchase has been added.
Trigger
Polling
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New Task
Triggers when a new task has been added.
Trigger
Polling
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New Service Job
Triggers when a new service job has been added.
Trigger
Polling
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New Vendor
Triggers when a new vendor has been added.
Trigger
Polling
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- Client NameRequired
- Client Contact Name
- Email Address
- Phone Number
- Client Parent Id
- Street Address
- Street Address (Continued)
- City Name
- State/Province
- Zip Code
- Country Name
- Shipping Same as Billing
- Shipping Street Address
- Shipping Street Address (Cont'd)
- Shipping City Name
- Shipping Contact Name
- Shipping Country Name
- Shipping State/Province Name
- Shipping Zip Code
- Website
- Sync to QB
Action
Write
- Job NameRequired
- Job Costing Style
- Contract TypeRequired
- Client NameRequired
- Sales Lead
- Project Manager
- Job notes
- Address1
- Address2
- City
- State/Province
- Zip
- Country (2 characters)
- Sync to QB
Action
Write
- DescriptionRequired
- Comment
- Task Complete?
- Deadline
- Date Completed
- Resource
- Job
- Phase
Action
Write
- Vendor NameRequired
- Street Address
- Street Address (Continued)
- City Name
- Client Contact Name
- Country Name
- Email Address
- Phone Number
- State/Province
- Is this vendor a subcontractor?
- Other Details
- Zip Code
Action
Write
- ProductRequired
- Item NameRequired
- Description
- Our CostRequired
- Sale PriceRequired
- Item Number
Action
Write
- Client NameRequired
Action
Search
- Phase NameRequired
- Project Name
Action
Search
- Job NameRequired
Action
Search
- DescriptionRequired
Action
Search
- NameRequired
Action
Search
- Vendor IdRequired
Action
Search

New Allocation
Triggers when a new allocation has been added.
Trigger
Polling
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New Bill Payment
Triggers when a new bill payment is added.
Trigger
Polling
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Change Order Made Active
Triggers when a change order has been made active.
Trigger
Polling
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Contract Job Made Active
Triggers when a contract job has been made active.
Trigger
Polling
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New Invoice
Triggers when a new invoice has been added.
Trigger
Polling
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New Payment
Triggers when a new payment is added.
Trigger
Polling
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Phase Status Changed
Triggers when a phase status is changed
Trigger
Polling
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New Contract Job
Triggers when a new contract job has been added.
Trigger
Polling
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Job Reopened
Triggers when a contract job has been reopened
Trigger
Polling
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Submittal Approved
Triggers when a submittal has been approved.
Trigger
Polling
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Task Marked Complete
Triggers when a task has been marked complete
Trigger
Polling
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Service Job Marked Complete
Triggers when a service job has been marked complete.
Trigger
Polling
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- Job NameRequired
- Client NameRequired
- AddressRequired
- CityRequired
- State/ProvinceRequired
- ZipcodeRequired
- Country (2-letter abbreviation)Required
- Contract Value
- Line Item Name
- Phase Name
- Invoiced to Date
- Labor Cost to Date
- Material Cost to Date
- Sub Cost to Date
- Payments to Date
- Labor Budget
- Material Budget
- Sub Budget
- Sales Lead
- Project Manager
- Job notes
- Sync to QB
Action
Write
- ProductRequired
- Item NameRequired
- Description
- Our CostRequired
- Sale PriceRequired
- Item Number
Action
Write
- FileNameRequired
- UrlRequired
- Project IdRequired
Action
Write
- Job NameRequired
- Client NameRequired
- Service Notes
- AddressRequired
- Address 2Required
- CityRequired
- State/Province (2-letter abbreviation)Required
- ZipcodeRequired
- Country (2-letter abbreviation)Required
- Is Time & Materials?Required
- Resource
- Date (MM-DD-YYYY)
- Start Time
- End Time
Action
Write
- IdRequired
- NameRequired
- Business StateRequired
- Start Date
- Finish Date
- Work Order
Action
Write
- TaskRequired
- DescriptionRequired
- Comment
- Task Complete?
- Deadline
- Date Completed
- Resource
- Job
- Phase
Action
Write
- Client IdRequired
Action
Search
- NameRequired
Action
Search
- Project IdRequired
Action
Search
- DescriptionRequired
Action
Search
- User IdRequired
Action
Search
- TitleRequired
- Note
Action
Write