Harvest integrations

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 triggers and automations

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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
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User created
Trigger
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User updated
Trigger
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Create expense
Automation
timer
Create time entry via duration
Automation
timer
Create time entry via start and end time
Automation
add
Get or create client
Automation
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Get or create project
Automation
edit
Update client
Automation
edit
Update expense
Automation
edit
Update project
Automation
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Update time entry
Automation

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.

Ready to use Harvest in Relay?

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