Sync customer records when new clients are onboarded

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

Try:

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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.

Proposify Explore Proposify →

Triggers

New invoice created

Fires when a new invoice is created in Proposify.

Payment received

Fires when a payment is recorded in Proposify.

Invoice overdue

Fires when an invoice in Proposify passes its due date unpaid.

Expense recorded

Fires when a new expense is recorded in Proposify.

Actions

Create invoice

Creates a new invoice in Proposify.

Record payment

Records a payment against an invoice in Proposify.

Create expense

Creates a new expense entry in Proposify.

Sync customer record

Syncs a customer's billing record in Proposify.

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

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

See all Harvest + Proposify 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 Harvest and Proposify?

Yes — describe it in the box above and Knit's Integrations Agent researches Harvest and Proposify'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 Harvest with Proposify?

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 Harvest, customer profiles and invoice details automatically sync in Proposify.