SmartSuite + Harvest Integrations

Use any of these SmartSuite actions in your Relay.app workflows.
Use any of these SmartSuite actions in your Relay.app workflows.
Preview of Use any of these SmartSuite actions in your Relay.app workflows.
Preview of Use any of these SmartSuite actions in your Relay.app workflows.
Overview
Connect SmartSuite to Harvest in just a few clicks, for free, with Relay.app.
Check below for the triggers and actions Relay.app supports, as well as example workflows using SmartSuite and Harvest. Relay.app provides seamless integration between SmartSuite, Harvest, and many other popular SaaS applications. Keep your data in sync across apps and set up repeated processes that can run without you needing to lift another finger.
Relay.app is an automation tool that people love for its deep & easy-to-use integrations, embedded AI features, human-in-the-loop functionality, and powerful workflow essentials.

Example SmartSuite + Harvest workflows

SmartSuite iconarrow_forwardHarvest icon

Automatically get or create client in Harvest for each comment added in SmartSuite

Harvest iconarrow_forwardSmartSuite icon

Create record automatically in SmartSuite for each project created in Harvest

SmartSuite iconarrow_forwardHarvest icon

Get or create project automatically in Harvest for each record added in SmartSuite

Harvest iconarrow_forwardSmartSuite icon

Automatically update record in SmartSuite for each client created in Harvest

Harvest iconarrow_forwardSmartSuite icon

Add comment to record automatically in SmartSuite for each time entry updated in Harvest

SmartSuite Triggers
Record
SmartSuite logo
add
Comment added
Table
SmartSuite logo
add
New record added
SmartSuite logo
edit
Record changed
SmartSuite logo
target
Record first meets conditions
Harvest Actions
Client
Harvest logo
search
Find client(s)
Harvest logo
add
Get or create client
Harvest logo
edit
Update client
Contact
Harvest logo
search
Find contact(s)
Estimate
Harvest logo
search
Find estimate(s)
Expense
Harvest logo
request_quote
Create expense
Harvest logo
search
Find expense(s)
Harvest logo
edit
Update expense
Invoice
Harvest logo
search
Find invoice(s)
Project
Harvest logo
search
Find project(s)
Harvest logo
add
Get or create project
Harvest logo
edit
Update project
Task
Harvest logo
search
Find task(s)
Time entry
Harvest logo
timer
Create time entry via duration
Harvest logo
timer
Create time entry via start and end time
Harvest logo
search
Find time entry(ies)
Harvest logo
edit
Update time entry
Harvest Triggers
Client
Harvest logo
add
Client created
Harvest logo
edit_square
Client updated
Estimate
Harvest logo
edit
Estimate changed
Harvest logo
target
Estimate first meets conditions
Harvest logo
add
New estimate added
Expense
Harvest logo
add
Expense created
Harvest logo
edit_square
Expense updated
Invoice
Harvest logo
add
Invoice created
Harvest logo
edit_square
Invoice updated
Project
Harvest logo
add
Project created
Harvest logo
edit_square
Project updated
Task
Harvest logo
add
Task created
Harvest logo
edit_square
Task updated
Time entry
Harvest logo
add
Time entry created
Harvest logo
edit_square
Time entry updated
User
Harvest logo
add
User created
Harvest logo
edit_square
User updated
SmartSuite Actions
Table
SmartSuite logo
add_comment
Add comment to record
SmartSuite logo
library_add
Create or update record
SmartSuite logo
library_add
Create record
SmartSuite logo
search
Find record(s)
SmartSuite logo
edit
Update record

Create your own SmartSuite + Harvest integration

Select a trigger in SmartSuite
Select an action in Harvest
Create your workflow

Or automate Harvest + SmartSuite

Select a trigger in Harvest
Select an action in SmartSuite
Create your workflow

See why people love Relay.app

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Marco Elizalde
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@marcoETmx
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I discovered @relay and it is incredible

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Lucas Grey
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@ImLucasGrey
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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.

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Rafa
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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
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Duke Dao
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.@relay is just straight out awesome. Give it a try

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Benjamin Borowski👨‍🚒
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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.

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Notion Coach
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Finally getting a chance to explore @relay and wow, UX feels leaps ahead of Zapier/Make.

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Maayan
Co-Founder at Elementary

You saved me thousands of dollars in engineering work.

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Eva (Ziki) Zivanovic
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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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Lincoln T.
Small Business
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5 stars

Honestly, Relay is hands down my preferred automation tool (wayyyyy better than Zapier).

Honestly, Relay is hands down my preferred automation tool (wayyyyy better than Zapier). So thanks guys and keep up the awesome work!

- It super easy to test automations

- more than enough integrations with the essential apps

- human in the loop makes things so easy (and durable)

- the first automation platform where it makes sense to add your team to

- support is out of this world fast and helpful

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Zack S.
Small Business
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4.5 stars

Easy to use automation tool with a great team and product support

Ease of use to automate many different tasks. The platform is being updated regularly to become more powerful and provides access to ai features that make it available to anyone with basic computer skills.

Customer support is top notch

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