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 Better Proposals to kick off client documentation.

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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.

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.

Better Proposals Explore Better Proposals →

Triggers

New note created

Fires when a new note or document is created in Better Proposals.

Note updated

Fires when an existing note or document changes in Better Proposals.

Document viewed or shared

Fires when a document in Better Proposals is viewed or shared with someone.

Actions

Create a document from a template

Generates a new document in Better Proposals from a saved template.

Create or append to a note

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

Convert a document to PDF

Converts a file in Better Proposals to PDF.

Publish or share a document

Publishes a document from Better Proposals or shares it by link.

Log billable time entries when client documents are updated When a note is updated in Better Proposals, 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 Better Proposals, automatically start a timer in Harvest to record duration spent on consultation notes. See details

See all Harvest + Better Proposals 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 Harvest and Better Proposals?

Yes — describe it in the box above and Knit's Integrations Agent researches Harvest and Better Proposals'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 Better Proposals automate time logs in Harvest?

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

Can new clients in Harvest prepare standard notes or documents in Better Proposals?

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