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Folk + Harvest Integrations

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

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

Check below for example workflows using Folk 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 Folk + Harvest workflows

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Automatically get or create client in Harvest for each person created in Folk

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Create person automatically in Folk for each project created in Harvest

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Get or create project automatically in Harvest for each person updated in Folk

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Automatically update person in Folk for each client created in Harvest

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Update client automatically in Harvest for each company created in Folk

Try it

Folk Triggers

Company

domain_add

Company created

domain

Company updated

Deal

add_circle

Deal created

edit

Deal updated

Note

note_add

Note created

edit_note

Note updated

Person

person_add

Person created

person

Person updated

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

Folk Actions

Company

add

Create company

Find company(ies)

edit

Update company

Deal

add

Create deal

List deals in group

edit

Update deal

Note

add_notes

Create note for company

add_notes

Create note for person

Find note(s)

edit

Update note

Person

add

Create person

Find person / people

edit

Update person

Create your own Folk + Harvest integration

Select a trigger in Folk

Select an action in Harvest

Create your workflow

Or automate Harvest + Folk

Select a trigger in Harvest

Select an action in Folk

Create your workflow

Connect Folk to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

Or connect Harvest to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

FAQ

What is Relay.app?
link
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 Folk to Harvest with Relay.app?
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1. Create a free Relay.app account
2. Set a trigger in Folk or Harvest to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize Folk 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 Folk 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 Folk and Harvest—give it a try and let us know what you think.

See why people love Relay.app

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Peter Jauhal

via email

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@ImLucasGrey

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Automated our waitlist collection and replying process.
Used gpt in the workflow to parse the replies to our waitlist email qtns & saved them into our notion database.

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@rafanocode

I truly appreciate how @relay presents testing info. You can easily see what you are testing, and the messages are very clear if there's an error.

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

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@dummy_coder

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@typeoneerror

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