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Follow Up Boss + Harvest Integrations

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Connect Follow Up Boss to Harvest
Example workflows
Triggers and actions
Follow Up Boss + your other apps
Harvest + your other apps
FAQ

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

Check below for example workflows using Follow Up Boss 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 Follow Up Boss + Harvest workflows

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Automatically get or create client in Harvest for each person added in Follow Up Boss

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Create person automatically in Follow Up Boss for each project created in Harvest

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Get or create project automatically in Harvest for each appointment added in Follow Up Boss

Try it

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Automatically update person in Follow Up Boss for each client created in Harvest

Try it

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Update client automatically in Harvest for each deal added in Follow Up Boss

Try it

Follow Up Boss Triggers

Appointment

edit

Appointment changed

target

Appointment first meets conditions

add

New appointment added

Deal

edit

Deal changed

target

Deal first meets conditions

add

New deal added

Person

add

New person added

edit

Person changed

target

Person first meets conditions

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

Follow Up Boss Actions

Action plan

add_box

Apply action plan to person

Find action plan(s)

Appointment

add

Create appointment

Find appointment(s)

edit

Update appointment

Appointment outcome

Find appointment outcome(s)

Appointment type

Find appointment type(s)

Call

add

Create call

Find call(s)

Deal

add

Create deal

Find deal(s)

edit

Update deal

Deal pipeline

Find deal pipeline(s)

Lead

new_label

New lead, inquiry, or website activity

Note

add

Create note

edit

Update note

Person

new_label

Add tag to person

add

Create person

Find person / people

label_off

Remove tag from person

edit

Update person

Person stage

Find person stage(s)

Task

add

Create task

Find task(s)

edit

Update task

Text message

add

Create text message

Find text messages for person

User

Find user(s)

Create your own Follow Up Boss + Harvest integration

Select a trigger in Follow Up Boss

Select an action in Harvest

Create your workflow

Or automate Harvest + Follow Up Boss

Select a trigger in Harvest

Select an action in Follow Up Boss

Create your workflow

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

See why people love Relay.app

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@SalamaErgossum

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Huge thanks to @relay for empowering non-tech folks like me!

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@marcoETmx

I discovered @relay and it is incredible

Peter Jauhal

via email

Relay is a fantastic app. I keep finding new uses for it everyday. I am not a programmer but I can make some really complicated work flows work pretty quickly.

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@ImLucasGrey

Falling in love with @relay. Tried make and zapier and this uiux worked the simplest. It gets the job done.

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.

Rafa

@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.

They are definitely creating a fantastic tool!

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

Duke Dao

@dummy_coder

.@relay is just straight out awesome. Give it a try

Benjamin Borowski👨‍🚒

@typeoneerror

Relay's "human in the loop" model is super effective for teams. Not only is this the best designed UI for automation building on the market, they've really thought about how not everything can be automated. Fantastic for building operationalized SOPs.

Notion Coach

@NotionCoach

Finally getting a chance to explore @relay and wow, UX feels leaps ahead of Zapier/Make.

Maayan

Co-Founder at Elementary

You saved me thousands of dollars in engineering work.

Eva (Ziki) Zivanovic

@ZikiDoesNotion

If you’re never heard of @relay you’re missing out BIG TIME.

Relay.app is an automation app that has been getting a lot of traction lately.
And for good reason.

What makes them unique on the market is their Human-In-The-Loop functionality.

This functionality basically allows your company to add intermediate manual steps that can add unique judgment, context, and perspective.

Client onboarding workflow screenshot in Relay.app

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Follow Up Boss + Harvest integrations

Example Follow Up Boss + Harvest workflows

Automatically get or create client in Harvest for each person added in Follow Up Boss

Create person automatically in Follow Up Boss for each project created in Harvest

Get or create project automatically in Harvest for each appointment added in Follow Up Boss

Automatically update person in Follow Up Boss for each client created in Harvest

Update client automatically in Harvest for each deal added in Follow Up Boss

Create your own Follow Up Boss + Harvest integration

Or automate Harvest + Follow Up Boss

Connect Follow Up Boss to your other apps

Or connect Harvest to your other apps

FAQ

What is Relay.app?

How do I connect Follow Up Boss to Harvest with Relay.app?

Is Relay.app a Zapier alternative for connecting Follow Up Boss to Harvest?

See why people love Relay.app

New to Relay.app? Learn how to automate your first workflow

What will you automate?