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Dovetail + Harvest Integrations

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Connect Dovetail to Harvest
Example workflows
Triggers and actions
Dovetail + your other apps
Harvest + your other apps
FAQ

Dovetail + Harvest integrations

Use Relay.app's Harvest integrations to trigger actions across your apps

Preview of Use any of these Harvest actions in your Relay.app workflows

Use Relay.app's Harvest integrations to trigger actions across your apps

Use any of these Harvest actions in your Relay.app workflows

Overview

Connect Dovetail to Harvest in just a few clicks, for free, with Relay.app. Relay.app provides seamless integration between Dovetail, Harvest, and many other popular SaaS applications.

Check below for example workflows using Dovetail and Harvest, as well as a list of the triggers and actions Relay.app supports today. Just let us know if we're missing anything you need.

Known for its combination of simplicity and power, Relay.app is a tool that people love for its deep & easy-to-use integrations, powerful AI features combined with human oversight, robust workflow essentials, and first-class customer support.

See all of Relay.app's features

Example Dovetail + Harvest workflows

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Automatically create note in Dovetail for each project created in Harvest

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Update note automatically in Dovetail for each client created in Harvest

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Delete note automatically in Dovetail for each time entry updated in Harvest

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Automatically create insight in Dovetail for each expense created in Harvest

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Update insight automatically in Dovetail for each expense updated in Harvest

Try it

Dovetail Triggers

No Dovetail triggers yet

Request trigger

Harvest Actions

Client

Find client(s)

add

Get or create client

edit

Update client

Contact

Find contact(s)

Estimate

Find estimate(s)

Expense

request_quote

Create expense

Find expense(s)

edit

Update expense

Invoice

add

Create invoice

Find invoice(s)

Project

Find project(s)

add

Get or create project

edit

Update project

Task

Find task(s)

Time entry

timer

Create time entry via duration

timer

Create time entry via start and end time

Find time entry(ies)

edit

Update time entry

User

Find user(s)

Harvest Triggers

Client

add

Client created

edit_square

Client updated

Estimate

edit

Estimate changed

target

Estimate first meets conditions

add

New estimate added

Expense

add

Expense created

edit_square

Expense updated

Invoice

add

Invoice created

edit_square

Invoice updated

Project

add

Project created

edit_square

Project updated

Task

add

Task created

edit_square

Task updated

Time entry

add

Time entry created

edit_square

Time entry updated

User

add

User created

edit_square

User updated

Dovetail Actions

Contact

add

Create contact

Insight

add

Create insight

Find insight(s)

edit

Update insight

Note

add

Create note

Find note(s)

edit

Update note

Other

delete

Delete insight

delete

Delete note

Create your own Harvest + Dovetail integration

Select a trigger in Harvest

Select an action in Dovetail

Create your workflow

Connect Dovetail to your other apps

Or connect Harvest to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

FAQ

What is Relay.app?
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Relay.app is a modern, easy-to-use automation tool. Build workflows that connect and automate actions across all the apps you already use. Relay.app has deep integrations, rich workflow tools, and human-in-the-loop steps for bringing human decisions, tasks, and approvals into automated workflows. Learn more about Relay.app's features.
How do I connect Dovetail to Harvest with Relay.app?
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1. Create a free Relay.app account
2. Set a trigger in Dovetail or Harvest to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize Dovetail and Harvest to connect to Relay.app
5. Turn on your workflow and start getting more done with less manual work
Check above for some example workflows, or visit our help center for more details on how to get started.
Is Relay.app a Zapier alternative for connecting Dovetail to Harvest?
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Yes. Relay.app is a modern alternative to Zapier. Relay.app has deeper integrations, additional features, more flexibility, and better pricing.
Zapier is a better fit for some use cases, as a featureful workflow automation tool that has been around for a long time. For example, if you need an integration with a less commonly used app, Zapier may already have the one you need.
For a more detailed comparison, check out our article comparing Relay.app to Zapier or our comparison of Zapier alternatives.
Of course we're biased, but we believe Relay.app is the best way to connect and automate Dovetail and Harvest—give it a try and let us know what you think.

See why people love Relay.app

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via email

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Screenshot showing how to test a step in an automated workflow in Relay.app

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