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Harvest + Square Integrations

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

Harvest + Square integrations

Harvest > Square

Trigger

Last triggered

Project created

Create customer

Overview

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

Check below for example workflows using Harvest and Square, 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 Square 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 any of these Square actions in your Relay.app workflows.

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

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

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

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

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

Example Harvest + Square workflows

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Automatically create customer in Square for each project created in Harvest

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Get or create client automatically in Harvest for each booking added in Square

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Update customer automatically in Square for each client created in Harvest

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Automatically get or create project in Harvest for each catalog entry added in Square

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Create customer group automatically in Square for each time entry updated in Harvest

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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

Square Actions

Catalog entry

Find catalog entry(ies)

Customer

group_add

Add customer to group

add

Create customer

Find customer(s)

group_remove

Remove customer from group

edit

Update customer

Customer group

add

Create customer group

Find customer group(s)

edit

Update customer group

Invoice

Find invoice(s)

Location

Find location(s)

Merchant

Find merchant(s)

Order

Find order(s)

Payment

Find payment(s)

Square Triggers

Booking

edit

Booking changed

target

Booking first meets conditions

add

New booking added

Catalog entry

edit

Catalog entry changed

target

Catalog entry first meets conditions

add

New catalog entry added

Customer

edit

Customer changed

target

Customer first meets conditions

add

New customer added

Invoice

edit

Invoice changed

target

Invoice first meets conditions

add

New invoice added

Order

add

New order added

edit

Order changed

target

Order first meets conditions

Payment

add

New payment added

edit

Payment changed

target

Payment 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 + Square integration

Select a trigger in Harvest

Select an action in Square

Create your workflow

Or automate Square + Harvest

Select a trigger in Square

Select an action in Harvest

Create your workflow

Connect Harvest to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

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

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