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 Salesforce with Relay.app?

Create a free Relay.app account Set a trigger in Harvest or Salesforce to kick off new workflow runs Add one or more actions to run in your workflow Authorize Harvest and Salesforce to connect to Relay.app 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 Salesforce?

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 Salesforce—give it a try and let us know what you think.

Integrationsarrow_forwardHarvest Integrationsarrow_forward

Harvest + Salesforce Integrations

Connect for free

On this page

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

Harvest + Salesforce integrations

Harvest > Salesforce

Trigger

Last triggered

Project created

Create record

Overview

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

Check below for example workflows using Harvest and Salesforce, 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.

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Screenshots of Harvest and Salesforce 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 Salesforce integrations to trigger actions across your apps

Preview of Use any of these Salesfoce 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 Salesforce integrations to trigger actions across your apps

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

Example Harvest + Salesforce workflows

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Create a new client on Harvest for a newly added record in Salesforce

Excited to streamline your client management between Salesforce and Harvest? Enter Relay.app, your integration solution for effortless workflows. With Relay.app bridging Salesforce and Harvest, each newly added record in Salesforce can automatically trigger the creation of a new client in Harvest.

Try it

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Create a new record in Salesforce for a newly created user on Harvest

Ready to synchronize your user data seamlessly between Harvest and Salesforce? Meet Relay.app, your integration solution for effortless workflows. With Relay.app bridging Harvest and Salesforce, every newly created user in Harvest can automatically trigger the creation of a new record in Salesforce.

Try it

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Automatically create record in Salesforce for each project created in Harvest

Try it

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Get or create client automatically in Harvest for each opportunity stage reached in Salesforce

Try it

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Update record automatically in Salesforce for each client created 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

Salesforce Actions

Record

attach_file

Attach file to record

add

Create or update record

add

Create record

delete

Delete record

Find record(s)

edit

Update record

Salesforce Triggers

Opportunity

edit_square

Opportunity stage changed

edit_square

Opportunity stage reached

Record

add

New record added

edit

Record changed

target

Record 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)

Create your own Harvest + Salesforce integration

Select a trigger in Harvest

Select an action in Salesforce

Create your workflow

Or automate Salesforce + Harvest

Select a trigger in Salesforce

Select an action in Harvest

Create your workflow

Connect Harvest to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

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

See why people love Relay.app

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via email

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Automated our waitlist collection and replying process.
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Screenshot showing how to test a step in an automated workflow in Relay.app

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