RoundPie Journey

Start a project timer when new notes are created

When a new note is created in Journey, automatically start a timer in RoundPie to record duration spent on consultation notes.

Try:

See all RoundPie + Journey integrations or talk to a human

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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.

RoundPie Explore RoundPie →

Triggers
New client added

Fires when a new client is added in RoundPie.

New project created

Fires when a new project is created in RoundPie.

New time entry logged

Fires when a new time entry is logged in RoundPie.

Timer started

Fires when a timer is started in RoundPie.

Actions
Create client

Creates a new client in RoundPie.

Create project

Creates a new project in RoundPie.

Create time entry

Logs a new time entry in RoundPie.

Start timer

Starts a timer in RoundPie.

Journey Explore Journey →

Triggers
New note created

Fires when a new note or document is created in Journey.

Note updated

Fires when an existing note or document changes in Journey.

Document viewed or shared

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

Actions
Create a document from a template

Generates a new document in Journey from a saved template.

Create or append to a note

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

Convert a document to PDF

Converts a file in Journey to PDF.

Publish or share a document

Publishes a document from Journey or shares it by link.

Create standard document templates when new clients are onboarded When a new client is added in RoundPie, automatically create a document from a template in Journey to kick off client documentation. See details
Log billable time entries when client documents are updated When a note is updated in Journey, automatically create a time entry in RoundPie to capture the time spent updating project notes. See details

See all RoundPie + Journey integrations →  ·  Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Start a project timer when new notes are created” between RoundPie and Journey?

Yes — describe it in the box above and Knit's Integrations Agent researches RoundPie and Journey'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 Journey automate time logs in RoundPie?

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

Can new clients in RoundPie prepare standard notes or documents in Journey?

Yes, creating a new client or project in RoundPie can automatically generate standard onboarding documents from templates in Journey.

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