Connect Clicksign and Harvest
Integrate Clicksign with Harvest to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a Client in Harvest when Document Cancelled in Clicksign
Update a Client in Harvest when Document Cancelled in Clicksign
Create a Contact in Harvest when Document Cancelled in Clicksign
Update a Contact in Harvest when Document Cancelled in Clicksign
Find a Task in Harvest when Document Cancelled in Clicksign
Popular Clicksign + Harvest flows
Start from a real workflow other teams are already running.
Choose a trigger
Clicksign
When this happens...
Document Cancelled
New Signer
New Document
Document Finalized
Signer Removed
Signatory signs a document
Choose an action
Harvest
Automatically do this!
Create a Client
Update a Client
Create a Contact
Update a Contact
Find a Task
Create a Task
Find a Project
Create a Time Entry
Start Timer
Stop Timer
Create a client
Create a Client in Harvest when Document Cancelled in Clicksign
Use this flowUpdate a Client in Harvest when Document Cancelled in Clicksign
Use this flowCreate a Contact in Harvest when Document Cancelled in Clicksign
Use this flowUpdate a Contact in Harvest when Document Cancelled in Clicksign
Use this flowFind a Task in Harvest when Document Cancelled in Clicksign
Use this flowCreate a Task in Harvest when Document Cancelled in Clicksign
Use this flowFind a Project in Harvest when Document Cancelled in Clicksign
Use this flowCreate a Time Entry in Harvest when Document Cancelled in Clicksign
Use this flowStart Timer in Harvest when Document Cancelled in Clicksign
Use this flowStop Timer in Harvest when Document Cancelled in Clicksign
Use this flowSupported Triggers & Actions
Everything you can automate between Clicksign and Harvest.
When this happensTriggers
A trigger is an event that starts a workflow.
Document Cancelled
Triggered when a document is manually cancelled.
New Signer
Triggered when a new signer is added to a document.
New Document
Triggers when new document is uploaded in the clicksign.
Document Finalized
Triggers when a document is manually finalized.
Signer Removed
Triggers when a signers are removed from a document.
Signatory signs a document
Triggers when a signatory signs a document.
Do thisActions
Action is the task that follows automatically within your Clicksign integrations.
Create Document
Request for creating documents at Clicksign via template.
Duplicate Document
Duplicate a document that has already been finalized at Clicksign.
List Templates
Get list of all templates of clicksign.
Delete Document
Delete a document that has already been finalized or canceled at Clicksign. The result is permanent removal of the document from the account.
Delete Signatory
Permanently delete a signatory.
List Documents
Get list of all documents of clicksign using envelope id.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
Trusted by Thousands. Recognized by the Best.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
From idea to automation.
AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
Learn More About Automation
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Five practical automation hacks to cut repetitive tasks and boost productivity using viaSocket, covering lead generation, onboarding, accounting, support, and HR.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
Start automating Clicksign and Harvest free
No credit card required. Set up your first workflow in minutes.
About Clicksign
Clicksign is a digital signature platform that enables users to sign documents electronically, ensuring security and compliance. It streamlines the process of document signing, making it efficient and paperless.
Learn more
About Harvest
Harvest is a time-tracking and invoicing application that simplifies the process of tracking time for various tasks and projects. It helps organizations and freelancers easily bill clients and better manage their time spent on tasks.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Clicksign and Harvest accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Clicksign and Harvest as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Harvest. No coding required.
Yes. You can set up a workflow where Clicksign triggers actions in Harvest, and a separate workflow where Harvest triggers actions in Clicksign. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Clicksign and Harvest. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Clicksign and Harvest integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
