Sync customer records when new clients are onboarded

When a new client is added in Harpoon, automatically sync their customer record in QuickBooks Online so finance is ready to bill them.

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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.

Harpoon Explore Harpoon →

Triggers

New client added

Fires when a new client is added in Harpoon.

New project created

Fires when a new project is created in Harpoon.

New time entry logged

Fires when a new time entry is logged in Harpoon.

Timer started

Fires when a timer is started in Harpoon.

Actions

Create client

Creates a new client in Harpoon.

Create project

Creates a new project in Harpoon.

Create time entry

Logs a new time entry in Harpoon.

Start timer

Starts a timer in Harpoon.

QuickBooks Online Explore QuickBooks Online →

Triggers

New invoice created

Fires when a new invoice is created in QuickBooks Online.

Payment received

Fires when a payment is recorded in QuickBooks Online.

Invoice overdue

Fires when an invoice in QuickBooks Online passes its due date unpaid.

Expense recorded

Fires when a new expense is recorded in QuickBooks Online.

Actions

Create invoice

Creates a new invoice in QuickBooks Online.

Record payment

Records a payment against an invoice in QuickBooks Online.

Create expense

Creates a new expense entry in QuickBooks Online.

Sync customer record

Syncs a customer's billing record in QuickBooks Online.

Create client profiles in time tracking when invoices are generated When a new invoice is created in QuickBooks Online, automatically create a matching client profile in Harpoon if one does not exist. See details

Generate billing invoices from logged time entries When new time entries are logged in Harpoon, automatically create a draft invoice in QuickBooks Online reflecting the billable hours. See details

See all Harpoon + QuickBooks Online integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Sync customer records when new clients are onboarded” between Harpoon and QuickBooks Online?

Yes — describe it in the box above and Knit's Integrations Agent researches Harpoon and QuickBooks Online'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.

Why pair Harpoon with QuickBooks Online?

Combining time tracking and accounting ensures that every billable hour recorded by your team flows directly into invoices without manual rekeying.

How are new client records kept in sync between tools?

When a new client or project is created in Harpoon, customer profiles and invoice details automatically sync in QuickBooks Online.