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Harvest + Lever Integrations

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

Harvest + Lever integrations

Harvest > Lever

Trigger

Last triggered

Project created

Create opportunity

Overview

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

Check below for example workflows using Harvest and Lever, 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

Screenshots of Harvest and Lever integrations in Relay.app

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

Preview of Use Relay.app's Lever integrations to trigger actions across your apps

Preview of Use any of these Lever 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

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

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

Example Harvest + Lever workflows

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Automatically create opportunity in Lever for each project created in Harvest

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Get or create client automatically in Harvest for each opportunity stage changed in Lever

Try it

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Add note to opportunity automatically in Lever for each client created in Harvest

Try it

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Automatically get or create project in Harvest for each opportunity archived in Lever

Try it

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Archive opportunity automatically in Lever for each time entry updated in Harvest

Try it

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

Lever Actions

Opportunity

note_add

Add note to opportunity

Create your own Harvest + Lever integration

Select a trigger in Harvest

Select an action in Lever

Create your workflow

Or automate Lever + Harvest

Select a trigger in Lever

Select an action in Harvest

Create your workflow

Connect Harvest to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

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

See why people love Relay.app

Salama💯

@SalamaErgossum

Just ran my first automation workflow with @relay !

I wanted to send newsletters from Outlook to Notion, and it was so easy I almost cried—after struggling and giving up with other tools like Make.

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

Marco Elizalde

@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

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@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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Harvest + Lever integrations

Screenshots of Harvest and Lever integrations in Relay.app

Example Harvest + Lever workflows

Automatically create opportunity in Lever for each project created in Harvest

Get or create client automatically in Harvest for each opportunity stage changed in Lever

Add note to opportunity automatically in Lever for each client created in Harvest

Automatically get or create project in Harvest for each opportunity archived in Lever

Archive opportunity automatically in Lever for each time entry updated in Harvest

Create your own Harvest + Lever integration

Or automate Lever + Harvest

Connect Harvest to your other apps

Or connect Lever to your other apps

FAQ

What is Relay.app?

How do I connect Harvest to Lever with Relay.app?

Is Relay.app a Zapier alternative for connecting Harvest to Lever?

See why people love Relay.app

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

What will you automate?