When new client in Harvest, sync it to PandaDoc.
When a new client is added in Harvest, generate a contract proposal in PandaDoc.
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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 →
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.
PandaDoc Explore PandaDoc →
TriggersFires when a document is sent for signature in PandaDoc.
Fires when all parties have signed a document in PandaDoc.
Fires when a signer declines to sign in PandaDoc.
Fires when a pending envelope in PandaDoc is voided.
Sends a document out for signature via PandaDoc.
Voids a pending envelope in PandaDoc.
Checks a document's signing status in PandaDoc.
Creates a reusable signing template in PandaDoc.
Common questions
Can Knit build “When new client in Harvest, sync it to PandaDoc.” between Harvest and PandaDoc?
Yes — describe it in the box above and Knit's Integrations Agent researches Harvest and PandaDoc'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.