Create standard document templates when new clients are onboarded

When a new client is added in Harvest, automatically create a document from a template in DocuGenerate to kick off client documentation.

Try:

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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.

DocuGenerate Explore DocuGenerate →

Triggers

New note created

Fires when a new note or document is created in DocuGenerate.

Note updated

Fires when an existing note or document changes in DocuGenerate.

Document sent for signature

Fires when a document in DocuGenerate is sent out for signature.

Actions

Create a document from a template

Generates a new document in DocuGenerate from a saved template.

Create or append to a note

Creates a note in DocuGenerate or adds text to an existing one.

Convert a document to PDF

Converts a file in DocuGenerate to PDF.

Send a document for signature

Sends a document from DocuGenerate out for signature.

Harvest Explore Harvest →

Triggers

New client added

Fires when a new client is added in Harvest.

New project created

Fires when a new project is created in Harvest.

New time entry logged

Fires when a new time entry is logged in Harvest.

Timer started

Fires when a timer is started in Harvest.

Actions

Create client

Creates a new client in Harvest.

Create project

Creates a new project in Harvest.

Create time entry

Logs a new time entry in Harvest.

Start timer

Starts a timer in Harvest.

Log billable time entries when client documents are updated When a note is updated in DocuGenerate, automatically create a time entry in Harvest to capture the time spent updating project notes. See details

Start a project timer when new notes are created When a new note is created in DocuGenerate, automatically start a timer in Harvest to record duration spent on consultation notes. See details

See all DocuGenerate + Harvest integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Create standard document templates when new clients are onboarded” between DocuGenerate and Harvest?

Yes — describe it in the box above and Knit's Integrations Agent researches DocuGenerate and Harvest'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 can document activities in DocuGenerate automate time logs in Harvest?

When a note is updated or a contract is sent for signature in DocuGenerate, a corresponding time entry or project timer can automatically begin in Harvest.

Can new clients in Harvest prepare standard notes or documents in DocuGenerate?

Yes, creating a new client or project in Harvest can automatically generate standard onboarding documents from templates in DocuGenerate.