Harvest Integrations

Relay.app is an automation tool that lets you automate actions across apps. Unlike other automation tools, Relay.app lets you add human approvals and decisions to any automated workflow.

Harvest is a popular time tracking and invoicing application that helps businesses efficiently log hours, manage projects, and bill clients. Utilizing Relay’s integration capabilities, teams can enhance their productivity by automating repetitive project setup and client management tasks in Harvest, bridging the divide between time tracking and the rest of their operational workflows.

Harvest integrations in Relay.app

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Triggers
add
Client created
Trigger
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Client updated
Trigger
add
Expense created
Trigger
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Expense updated
Trigger
add
Invoice created
Trigger
edit_square
Invoice updated
Trigger
add
Project created
Trigger
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Project updated
Trigger
add
Task created
Trigger
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Task updated
Trigger
add
Time entry created
Trigger
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Time entry updated
Trigger
add
User created
Trigger
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User updated
Trigger
Actions
request_quote
Create expense
Action
timer
Create time entry via duration
Action
timer
Create time entry via start and end time
Action
add
Get or create client
Action
add
Get or create project
Action
edit
Update client
Action
edit
Update expense
Action
edit
Update project
Action
edit
Update time entry
Action

How-to guides featuring Harvest

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Automatically send Slack messages to a channel when a new user is created in Harvest

In today's fast-paced world, staying connected with your team is not just a convenience but a must-have strategy for achieving success. However, keeping everyone up-to-date with the latest updates can be a daunting challenge amid daily operations. Imagine this scenario: You've just brought on a new member to your team using Harvest, but with a streamlined notification process, critical details may stay intact, leaving them feeling disconnected and your team's productivity intact. This communication gap not only slows down progress but also hinders the collaborative spirit that drives success. But don't worry, Relay.app is here to save the day! It's the dynamic solution to all your team's notification needs. With Relay.app, you can bid farewell to the frustration of missed updates and welcome a new era of seamless communication. Relay.app automatically sends Slack messages whenever a new user is created in Harvest, keeping everyone in the loop effortlessly and efficiently. No more missed notifications or overlooked details. With Relay.app, communication becomes a well-oiled machine, driving your team towards greater synergy and productivity. Say goodbye to the chaos of disjointed workflows and hello to a future where every team member is informed, engaged, and ready to tackle the challenges ahead. In this guide, we'll show you how to set this integration up. Let's get started!

Do more with Harvest and Relay.app

Streamlined project initiation

When a new deal is marked as won in your CRM, Relay can automatically trigger the creation of a new client and project in Harvest. This saves time for project managers and ensures that time tracking can begin as soon as the project kicks off. Streamline handoffs between sales and project teams with automated workflows that prepare your tracking tools without manual entry.

Effortless client management

Maintain a consistent and up-to-date client list across all platforms. Use Relay automations to synchronize client information between Harvest and other apps like Salesforce or HubSpot. When a new client is added or updated in your CRM, Relay automations can ensure the same changes are mirrored in Harvest, keeping your client data aligned and accurate for billing.

Automatic project setups with AI intelligence

Tailor project setup with Relay's AI capabilities by auto-generating project details based on the scope of work or client history. Relay can parse existing documents or emails to determine custom fields like budget, timelines, and resources needed for a new Harvest project—no programming needed. Just define your parameters once, and let your automations handle the rest.

Ready to use Harvest in Relay.app?

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