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.

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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.

Clio Explore Clio →

Triggers

New lead created

Fires when a new lead or contact is created in Clio.

Deal stage changed

Fires when a deal moves to a new stage in Clio.

Deal won

Fires when a deal is marked won in Clio.

Contact updated

Fires when a field on a contact changes in Clio.

Actions

Create or update contact

Creates or updates a contact in Clio.

Create deal

Creates a new deal in Clio.

Update deal stage

Moves a deal to a new stage in Clio.

Log activity

Logs a call, email, or note against a 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

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

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

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FAQ

Common questions

Can Knit build “Sync client records with your sales CRM” between Harvest and Clio?

Yes — describe it in the box above and Knit's Integrations Agent researches Harvest and Clio'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 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.