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 Earth Class Mail to kick off client documentation.
See all Earth Class Mail + Harvest 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.
Earth Class Mail Explore Earth Class Mail →
TriggersFires when a new note or document is created in Earth Class Mail.
Fires when an existing note or document changes in Earth Class Mail.
Fires when a document in Earth Class Mail is sent out for signature.
Generates a new document in Earth Class Mail from a saved template.
Creates a note in Earth Class Mail or adds text to an existing one.
Converts a file in Earth Class Mail to PDF.
Sends a document from Earth Class Mail out for signature.
Harvest Explore Harvest →
TriggersFires when a new client is added in Harvest.
Fires when a new project is created in Harvest.
Fires when a new time entry is logged in Harvest.
Fires when a timer is started in Harvest.
Creates a new client in Harvest.
Creates a new project in Harvest.
Logs a new time entry in Harvest.
Starts a timer in Harvest.
More Earth Class Mail + Harvest workflows
Log billable time entries when client documents are updated
When a note is updated in Earth Class Mail, 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 Earth Class Mail, automatically start a timer in Harvest to record duration spent on consultation notes.
See details
See all Earth Class Mail + Harvest integrations → · Browse the full workflow library →
Common questions
Can Knit build “Create standard document templates when new clients are onboarded” between Earth Class Mail and Harvest?
Yes — describe it in the box above and Knit's Integrations Agent researches Earth Class Mail 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 Earth Class Mail automate time logs in Harvest?
When a note is updated or a contract is sent for signature in Earth Class Mail, a corresponding time entry or project timer can automatically begin in Harvest.
Can new clients in Harvest prepare standard notes or documents in Earth Class Mail?
Yes, creating a new client or project in Harvest can automatically generate standard onboarding documents from templates in Earth Class Mail.