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Xodo Sign + Harvest: Nanonets Integrations

Automate Workflows on Nanonets with Xodo Sign and Harvest

AI analyzes time logs, categorizes tasks, calculates billable hours, and prepares data for invoice generation.

Generate accurate invoices based on AI-processed time tracking data and send for approval.

Unified Contract and Financial Management

Enhance business insights by automating data flow from Xodo Sign to Harvest, ensuring accurate financial reporting and strategic management with AI-driven workflow integration.

Contract signed in Xodo

AI analyzes contract terms, categorizes financial implications, and prepares data for financial reporting systems.

Upload Document

Uploads a document for signing.

Action
Download Document

Downloads a signed document.

Action
List Documents

Lists all documents.

Action
Delete Document

Deletes a specific document.

Action
Update Document

Updates an existing document.

Action
Get Document

Retrieves a specific document.

Action
Document Signed

Triggers when any document is signed.

Trigger
Create Signature Request

Creates a new signature request.

Action
Sign Document

Sends a document for signing.

Action
New Signed Document

Triggers when a document is signed.

Trigger
Update Expense

Updates an existing expense

Action
Update Client

Updates an existing client

Action
Update Invoice

Updates an existing invoice

Action
Update Task

Updates an existing task

Action
Update Project

Updates an existing project

Action
Update Time Entry

Updates an existing time entry

Action
Create Expense

Records a new expense

Action
Create Client

Adds a new client

Action
Create Invoice

Creates a new invoice

Action
Create Task

Creates a new task

Action
Create Project

Creates a new project

Action
Create Time Entry

Creates a new time entry

Action
New Expense

When a new expense is recorded

Trigger
New Client

When a new client is added

Trigger
New Invoice

When a new invoice is created

Trigger
New Task

When a new task is created

Trigger
New Project

When a new project is created

Trigger
New Time Entry

When a new time entry is created

Trigger
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Upload Document

Uploads a document for signing.

Action
Download Document

Downloads a signed document.

Action
List Documents

Lists all documents.

Action
Delete Document

Deletes a specific document.

Action
Update Document

Updates an existing document.

Action
Get Document

Retrieves a specific document.

Action
Document Signed

Triggers when any document is signed.

Trigger
Create Signature Request

Creates a new signature request.

Action
Sign Document

Sends a document for signing.

Action
New Signed Document

Triggers when a document is signed.

Trigger
Update Expense

Updates an existing expense

Action
Update Client

Updates an existing client

Action
Update Invoice

Updates an existing invoice

Action
Update Task

Updates an existing task

Action
Update Project

Updates an existing project

Action
Update Time Entry

Updates an existing time entry

Action
Create Expense

Records a new expense

Action
Create Client

Adds a new client

Action
Create Invoice

Creates a new invoice

Action
Create Task

Creates a new task

Action
Create Project

Creates a new project

Action
Create Time Entry

Creates a new time entry

Action
New Expense

When a new expense is recorded

Trigger
New Client

When a new client is added

Trigger
New Invoice

When a new invoice is created

Trigger
New Task

When a new task is created

Trigger
New Project

When a new project is created

Trigger
New Time Entry

When a new time entry is created

Trigger
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Upload Document

Uploads a document for signing.

Action
Download Document

Downloads a signed document.

Action
List Documents

Lists all documents.

Action
Delete Document

Deletes a specific document.

Action
Update Document

Updates an existing document.

Action
Get Document

Retrieves a specific document.

Action
Document Signed

Triggers when any document is signed.

Trigger
Create Signature Request

Creates a new signature request.

Action
Sign Document

Sends a document for signing.

Action
New Signed Document

Triggers when a document is signed.

Trigger
Update Expense

Updates an existing expense

Action
Update Client

Updates an existing client

Action
Update Invoice

Updates an existing invoice

Action
Update Task

Updates an existing task

Action
Update Project

Updates an existing project

Action
Update Time Entry

Updates an existing time entry

Action
Create Expense

Records a new expense

Action
Create Client

Adds a new client

Action
Create Invoice

Creates a new invoice

Action
Create Task

Creates a new task

Action
Create Project

Creates a new project

Action
Create Time Entry

Creates a new time entry

Action
New Expense

When a new expense is recorded

Trigger
New Client

When a new client is added

Trigger
New Invoice

When a new invoice is created

Trigger
New Task

When a new task is created

Trigger
New Project

When a new project is created

Trigger
New Time Entry

When a new time entry is created

Trigger
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Seamless Ingestion
Intelligent Extraction
Data Enrichment made easy
Smart Decision Engines
Flexible Export Options
Flexible Export Options

Heading Automate Manual Data Entry: Gmail-Airtable

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Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Receiving new email with data
Nanonets AI identifies and extracts relevant data from Gmail, processing it for Airtable entry.
Automated data extraction from emails and direct input into corresponding Airtable fields, eliminating manual entry.

Automate E-Signature for Efficient Tracking

Schedule a demo
Enhance document signing efficiency with our workflow automation. AI-driven Xodo Sign integration ensures accurate, timely updates to Harvest for seamless project management and billing.

New Xodo Sign Request

AI analyzes document type, extracts relevant data, predicts required signatories, and prepares the document for e-signing.

Seamless Invoice Generation from Time

Updates project timesheets in Harvest with document status, ensuring accurate billing and project management.

Enhance billing accuracy with AI-driven time tracking analysis from Harvest, auto-generating invoices in Xodo Sign for swift client approval and payment.

Real-Time Analytics Automated Reporting

AI analyzes financial data, identifies trends, and generates insights for dynamic, real-time reporting and analytics.

Real-Time Analytics Automated Reporting

Generate customized reports, visualize data analytics, and distribute actionable insights to stakeholders automatically.

Enhance decision-making with real-time analytics and AI-powered reporting. Automatically transform Harvest data into actionable insights and reports through Xodo Sign integration.

Integrate Xodo Sign for efficient, secure, and legally binding eSignature workflows. Streamline your document signing process.

Explore how Nanonets AI integrates with Xodo Sign and Harvest

AI analyzes time logs, categorizes tasks, calculates billable hours, and prepares data for invoice generation.

Generate accurate invoices based on AI-processed time tracking data and send for approval.

Unified Contract and Financial Management

Enhance business insights by automating data flow from Xodo Sign to Harvest, ensuring accurate financial reporting and strategic management with AI-driven workflow integration.

Contract signed in Xodo

AI analyzes contract terms, categorizes financial implications, and prepares data for financial reporting systems.

New Xodo Sign Request
AI analyzes document type, extracts relevant data, predicts required signatories, and prepares the document for e-signing.
Updates project timesheets in Harvest with document status, ensuring accurate billing and project management.
Time entry logged in Harvest
AI analyzes time logs, categorizes tasks, calculates billable hours, and prepares data for invoice generation.
Generate accurate invoices based on AI-processed time tracking data and send for approval.
Contract signed in Xodo
AI analyzes contract terms, categorizes financial implications, and prepares data for financial reporting systems.
Automatically updates Harvest with contract details, ensuring financial reports reflect latest agreements.
New document received
AI analyzes document, extracts relevant data, performs validation checks, and formats data for system input.
AI analyzes document, extracts relevant data, performs validation checks, and formats data for system input.
New report request received
AI analyzes financial data, identifies trends, and generates insights for dynamic, real-time reporting and analytics.
Generate customized reports, visualize data analytics, and distribute actionable insights to stakeholders automatically.
Seamless Ingestion
Intelligent Extraction
Data Enrichment made easy
Smart Decision Engines
Flexible Export Options
Flexible Export Options

Heading Automate Manual Data Entry: Gmail-Airtable

Schedule a demo

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Receiving new email with data
Nanonets AI identifies and extracts relevant data from Gmail, processing it for Airtable entry.
Automated data extraction from emails and direct input into corresponding Airtable fields, eliminating manual entry.

Automate E-Signature for Efficient Tracking

Schedule a demo
Enhance document signing efficiency with our workflow automation. AI-driven Xodo Sign integration ensures accurate, timely updates to Harvest for seamless project management and billing.

New Xodo Sign Request

AI analyzes document type, extracts relevant data, predicts required signatories, and prepares the document for e-signing.

Seamless Invoice Generation from Time

Updates project timesheets in Harvest with document status, ensuring accurate billing and project management.

Enhance billing accuracy with AI-driven time tracking analysis from Harvest, auto-generating invoices in Xodo Sign for swift client approval and payment.

Real-Time Analytics Automated Reporting

AI analyzes financial data, identifies trends, and generates insights for dynamic, real-time reporting and analytics.

Real-Time Analytics Automated Reporting

Generate customized reports, visualize data analytics, and distribute actionable insights to stakeholders automatically.

Enhance decision-making with real-time analytics and AI-powered reporting. Automatically transform Harvest data into actionable insights and reports through Xodo Sign integration.

Integrate Xodo Sign for efficient, secure, and legally binding eSignature workflows. Streamline your document signing process.

uncover new possibilities

Contact us to enhance your workflows today

Start your automation journey today

Build Workflows within minutes

Use natural language to create and run workflows that interact with all your apps and data.

Connect with your documents, apps and databases
Create workflows using natural language
Read information, write data, and perform actions in your apps and databases.

Seamless App Integrations

Connect your apps, databases and documents to create unified workflows that automate manual tasks.

Connects with your documents, apps and databases
Real time data sync between data sources
Create workflows that perform in-app tasks for you

Use AI within Workflows

Build and use custom LLMs to write texts, post responses and execute RAG workflows within apps.

Create a custom LLM using your data
Train on custom data sources - Emails, Support Tickets, Customer Databases and more
Create workflows and chatbots using custom LLMs

Xodo Sign + Harvest: Nanonets Integrations

AI analyzes time logs, categorizes tasks, calculates billable hours, and prepares data for invoice generation.

Generate accurate invoices based on AI-processed time tracking data and send for approval.

Unified Contract and Financial Management

Enhance business insights by automating data flow from Xodo Sign to Harvest, ensuring accurate financial reporting and strategic management with AI-driven workflow integration.

Contract signed in Xodo

AI analyzes contract terms, categorizes financial implications, and prepares data for financial reporting systems.

Xodo Sign

Integrate Xodo Sign for efficient, secure, and legally binding eSignature workflows. Streamline your document signing process.

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Harvest

Harvest offers time tracking and management, enhancing workflows with detailed reporting and easy invoicing.

Learn More
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Heading Automate Manual Data Entry: Gmail-Airtable

Schedule a demo

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Receiving new email with data
Nanonets AI identifies and extracts relevant data from Gmail, processing it for Airtable entry.
Automated data extraction from emails and direct input into corresponding Airtable fields, eliminating manual entry.

Automate E-Signature for Efficient Tracking

Schedule a demo
Enhance document signing efficiency with our workflow automation. AI-driven Xodo Sign integration ensures accurate, timely updates to Harvest for seamless project management and billing.

New Xodo Sign Request

AI analyzes document type, extracts relevant data, predicts required signatories, and prepares the document for e-signing.

Seamless Invoice Generation from Time

Updates project timesheets in Harvest with document status, ensuring accurate billing and project management.

Enhance billing accuracy with AI-driven time tracking analysis from Harvest, auto-generating invoices in Xodo Sign for swift client approval and payment.

Real-Time Analytics Automated Reporting

AI analyzes financial data, identifies trends, and generates insights for dynamic, real-time reporting and analytics.

Real-Time Analytics Automated Reporting

Generate customized reports, visualize data analytics, and distribute actionable insights to stakeholders automatically.

Enhance decision-making with real-time analytics and AI-powered reporting. Automatically transform Harvest data into actionable insights and reports through Xodo Sign integration.

Integrate Xodo Sign for efficient, secure, and legally binding eSignature workflows. Streamline your document signing process.

HeadingAutomate Manual Data Entry: Gmail-Airtable

Schedule a demo

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Receiving new email with data
Nanonets AI identifies and extracts relevant data from Gmail, processing it for Airtable entry.
Automated data extraction from emails and direct input into corresponding Airtable fields, eliminating manual entry.
Illustration

HeadingAutomate Manual Data Entry: Gmail-Airtable

Schedule a demo

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Receiving new email with data
Nanonets AI identifies and extracts relevant data from Gmail, processing it for Airtable entry.
Automated data extraction from emails and direct input into corresponding Airtable fields, eliminating manual entry.
Illustration

HeadingAutomate Manual Data Entry: Gmail-Airtable

Schedule a demo

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Receiving new email with data
Nanonets AI identifies and extracts relevant data from Gmail, processing it for Airtable entry.
Automated data extraction from emails and direct input into corresponding Airtable fields, eliminating manual entry.
Illustration

HeadingAutomate Manual Data Entry: Gmail-Airtable

Schedule a demo

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Receiving new email with data
Nanonets AI identifies and extracts relevant data from Gmail, processing it for Airtable entry.
Automated data extraction from emails and direct input into corresponding Airtable fields, eliminating manual entry.
Illustration

HeadingAutomate Manual Data Entry: Gmail-Airtable

Schedule a demo

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Receiving new email with data
Nanonets AI identifies and extracts relevant data from Gmail, processing it for Airtable entry.
Automated data extraction from emails and direct input into corresponding Airtable fields, eliminating manual entry.
Illustration

HeadingAutomate Manual Data Entry: Gmail-Airtable

Schedule a demo

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Receiving new email with data
Nanonets AI identifies and extracts relevant data from Gmail, processing it for Airtable entry.
Automated data extraction from emails and direct input into corresponding Airtable fields, eliminating manual entry.
Illustration
gdpr, soc2, hipaa compliant

Data security is our top priority

Nanonets prioritises the confidentiality and integrity of your data. As a testament to our commitment, we adhere to stringent compliance standards, including GDPR, SOC 2, and HIPAA. Privacy Policy

Xodo Sign + Harvest: Nanonets Integrations

Xodo Sign
Harvest
business use cases

Automate E-Signature for Efficient Tracking

Enhance document signing efficiency with our workflow automation. AI-driven Xodo Sign integration ensures accurate, timely updates to Harvest for seamless project management and billing.

New Xodo Sign Request

AI analyzes document type, extracts relevant data, predicts required signatories, and prepares the document for e-signing.

Seamless Invoice Generation from Time

Updates project timesheets in Harvest with document status, ensuring accurate billing and project management.

Enhance billing accuracy with AI-driven time tracking analysis from Harvest, auto-generating invoices in Xodo Sign for swift client approval and payment.

ai integrations

Time entry logged in Harvest

AI analyzes time logs, categorizes tasks, calculates billable hours, and prepares data for invoice generation.

Generate accurate invoices based on AI-processed time tracking data and send for approval.

Unified Contract and Financial Management

Enhance business insights by automating data flow from Xodo Sign to Harvest, ensuring accurate financial reporting and strategic management with AI-driven workflow integration.

Contract signed in Xodo

AI analyzes contract terms, categorizes financial implications, and prepares data for financial reporting systems.

uncover new possibilities

Contact us to enhance your workflows today

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