Clio Harvest

Clio + Harvest Integrations

Put Clio + Harvest to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Clio and Harvest below — describe the exact one you want above and the Agent builds it on demand.

Clio + Harvest When a new client is created in Harvest, sync and create a client contact record in Clio.
Log client time entries into CRM activity feeds When a new time entry is logged in Harvest, automatically log activity in Clio to maintain a complete history of client interactions. See details
Sync client records with your sales CRM When a new client is added in Harvest, automatically create or update a contact in Clio so customer records remain accurate across systems. See details
Set up time tracking projects when deals are won When a deal is won in Clio, automatically create a project in Harvest so your team can begin logging billable work immediately. See details

Browse the full workflow library →

Looking to achieve something else with Clio and Harvest?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Clio and Harvest

Everything Clio and Harvest can do inside a workflow — the triggers that start one and the actions that run when it fires.

Clio Explore Clio →

Clio is a cloud-based legal practice management platform that handles client intake, case management, time tracking, and billing.

Knit's Integrations Agent builds Clio's triggers and actions on demand — describe the automation in plain English and it writes and runs real code against Clio's API.

Harvest Explore Harvest →

A cloud time tracking software application that helps businesses track billable time, monitor project budgets, and generate client invoices.

Triggers
Invoice Paid

Triggers when an invoice is fully paid.

Invoice Sent

Triggers when an invoice is sent or marked as sent.

New Client

Triggers when a new client is added.

New Contact

Triggers when new contact is added.

New Expense

Triggers when a new expense is added.

New Invoice

Triggers when an invoice is created.

Actions
Create Client

Creates a Client

Create Contact

Creates a Contact

Create Project

Creates a Project

Create Task

Creates a Task and optionally assigns it to a project

Create Time Entry

Creates a Time Entry with duration

Create Time Entry (Start & End Times)

Creates a Time Entry with start and end times

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Customer Stories

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Huynh H
Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
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Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
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Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
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Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
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Rohit Singh
GM, Payoneer Workforce Management

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FAQ

Common questions about Clio + Harvest

Is there a pre-built Clio + Harvest automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Clio and Harvest's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Clio or Harvest connector?

No. The Agent works whether or not Clio or Harvest already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

Why connect Harvest with Clio?

Integrating Harvest with Clio connects your sales success with operational execution, automatically creating project workspaces and logging billable time directly into customer records.

Can winning a deal automatically start project tracking?

Yes, when a sales opportunity status updates to deal won in Clio, a matching client and project can be automatically created in Harvest.

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