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Salesforce + Harvest Integrations

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

Salesforce + Harvest integrations

Salesforce > Harvest

Trigger

Last triggered

Opportunity stage reached

Get or create client

Overview

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

Check below for example workflows using Salesforce and Harvest, 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 Salesforce and Harvest integrations in Relay.app

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.

Preview of 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

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

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

Example Salesforce + Harvest 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.

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Automatically get or create client in Harvest for each opportunity stage reached in Salesforce

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Create record automatically in Salesforce for each project created in Harvest

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Get or create project automatically in Harvest for each opportunity stage changed in Salesforce

Try it

Inspirational workflows

Visit the template gallery ➔

Summarize RSS Feed

Automatic Resume Parsing

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

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

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

Find record(s)

edit

Update record

Create your own Salesforce + Harvest integration

Select a trigger in Salesforce

Select an action in Harvest

Create your workflow

Or automate Harvest + Salesforce

Select a trigger in Harvest

Select an action in Salesforce

Create your workflow

Connect Salesforce to your other apps

Or connect Harvest to your other apps

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 Salesforce to Harvest with Relay.app?
link
1. Create a free Relay.app account
2. Set a trigger in Salesforce or Harvest to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize Salesforce and Harvest 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 Make.com alternative for connecting Salesforce to Harvest?
link
Yes. Make is a powerful automation platform with a visual scenario editor. But if you’re looking for a way to connect Salesforce to Harvest that combines ease of use with the ability to integrate AI and human decision making seamlessly into your workflow, along with exceptional support, Relay.app is the go-to automation tool for your business.
For more info check out our article comparing Relay.app to Make or our comparison of Make alternatives.
Of course we're biased, but we believe Relay.app is the best way to connect and automate Salesforce and Harvest—give it a try and let us know what you think.

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