Connect Harvest to Xodo Sign

Both apps 39Harvest 28Xodo Sign 11

• Trigger
  Invoice Paid

  Triggers when an invoice is fully paid.

• Trigger
  Invoice Sent

  Triggers when an invoice is sent or marked as sent.

• Trigger
  New Client

  Triggers when a new client is added.

• Trigger
  New Contact

  Triggers when new contact is added.

• Trigger
  New Expense

  Triggers when a new expense is added.

• Trigger
  New Invoice

  Triggers when an invoice is created.

• Trigger
  New Project

  Triggers when a project is created.

• Trigger
  New Task

  Triggers when a new task is added.

• Trigger
  New Time Entry

  Triggers when a time entry is created.

• Trigger
  New User

  Triggers when a new User is added.

• Trigger
  New User Assignment

  Triggers when a user is assigned to a project.

• Trigger
  Timer Started

  Triggers when a timer is started.

• Trigger
  Timer Stopped

  Triggers when a timer is stopped.

• Trigger
  Updated Client

  Triggers when a client is updated.

• Trigger
  Updated Invoice

  Triggers when an invoice is updated.

• Trigger
  Updated Time Entry

  Triggers when a time entry is updated.

• Action
  Create Client

  Creates a Client

• Action
  Create Contact

  Creates a Contact

• Action
  Create Project

  Creates a Project

• Action
  Create Task

  Creates a Task and optionally assigns it to a project

• Action
  Create Time Entry

  Creates a Time Entry with duration

• Action
  Create Time Entry (Start & End Times)

  Creates a Time Entry with start and end times

• Action
  Find Client

  Finds a client by name or ID

• Action
  Find Invoice

  Finds an invoice by ID

• Action
  Find Project

  Finds a project by name

• Action
  Find Task

  Finds a task by name

• Action
  Start Timer

  Creates and starts a timer for a given date

• Action
  Stop Timer

  Stops any running timers

• Trigger
  Document Completed

  Triggers when a new document is completed. Note: This trigger only checks for new documents being completed every 15 minutes.

• Action
  Add document

  Create and send a new document for signature. POST https://api.eversign.com/document — builds a document from raw files/fields/signers, optionally sends immediately.

• Action
  Add template

  Create a new reusable document template. POST https://api.eversign.com/document with is_template set — defines fields/signer roles for later use via "Use Template".

• Action
  Cancel document

  Cancel an in-progress document's signature process (stops further signing without deleting it). DELETE https://api.eversign.com/document with document_hash and cancel=1.

• Action
  Delete document

  Permanently delete a document or template. DELETE https://api.eversign.com/document with document_hash param.

• Action
  List businesses

  List the businesses (sub-accounts) available on this account. GET https://api.eversign.com/business.

• Action
  List documents

  List the account's documents. GET https://api.eversign.com/document — supports limit param, returns document summaries (not templates).

• Action
  List templates

  List the account's saved templates. GET https://api.eversign.com/document?type=template.

• Action
  Reassign signer

  Reassign a document's pending signature to a different signer email. POST https://api.eversign.com/reassign.

• Action
  Send reminder

  Send a signature reminder to a pending signer on a document. POST https://api.eversign.com/send_reminder with document_hash and signer_id.

• Action
  Use Template

  Sends a document created from a template in your eversign account.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.