Connect Docusign and Harvest to Build Intelligent Automations

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Docusign

When this happens...

Choose an Action

Harvest

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Ready to use Docusign and Harvest automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Client Created

New Client Created

Trigger when new client is created

New User

New User

Trigger when user is created

New Contact

New Contact

Trigger when new contact is created

New Project

New Project

Trigger when new project is created

New Time entry

New Time entry

Trigger when new time entry is created

List Invoice Sent

List Invoice Sent

List Invoice Sent

Do thisActions

Action is the task that follows automatically within your Docusign integrations.

Create Workspace

Create Workspace

Create a new workspace.

Update Workspace

Update Workspace

Updates a Workspace name or desctcription.

Delete Workspace

Delete Workspace

Deletes a Workspace.

List/Search Workspace

List/Search Workspace

List all Workspace or search by name.

Create a Bulk Send List

Create a Bulk Send List

Creates a new bulk send list.

Create Template

Create Template

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Frequently Asked Questions

How do I start an integration between Docusign and Harvest?

To start, connect both your Docusign and Harvest accounts to viaSocket. Once connected, you can set up a workflow where an event in Docusign triggers actions in Harvest (or vice versa).

Can we customize how data from Docusign is recorded in Harvest?

Absolutely. You can customize how Docusign data is recorded in Harvest. This includes choosing which data fields go into which fields of Harvest, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Docusign and Harvest?

The data sync between Docusign and Harvest typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Docusign to Harvest?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Docusign and Harvest?

Yes, you can set conditional logic to control the flow of data between Docusign and Harvest. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Docusign

About Docusign

DocuSign1 allows you to streamline your document signing process by integrating with DocuSign. Easily send, sign, and manage documents electronically, ensuring a secure and efficient workflow.

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Harvest

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.

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