Sync customer records when new clients are onboarded

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

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See all Xero + Harpoon 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.

Xero Explore Xero →

Triggers

New invoice created

Fires when a new invoice is created in Xero.

Payment received

Fires when a payment is recorded in Xero.

Invoice overdue

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

Expense recorded

Fires when a new expense is recorded in Xero.

Actions

Create invoice

Creates a new invoice in Xero.

Record payment

Records a payment against an invoice in Xero.

Create expense

Creates a new expense entry in Xero.

Sync customer record

Syncs a customer's billing record in Xero.

Harpoon Explore Harpoon →

Triggers

New client added

Fires when a new client is added in Harpoon.

New project created

Fires when a new project is created in Harpoon.

New time entry logged

Fires when a new time entry is logged in Harpoon.

Timer started

Fires when a timer is started in Harpoon.

Actions

Create client

Creates a new client in Harpoon.

Create project

Creates a new project in Harpoon.

Create time entry

Logs a new time entry in Harpoon.

Start timer

Starts a timer in Harpoon.

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

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

See all Xero + Harpoon 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 Xero and Harpoon?

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

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 Harpoon, customer profiles and invoice details automatically sync in Xero.