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.
Choose an app to integrate with Harvest
Do more with Harvest and Relay
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.