Connect SMS Partner and Harvest to Build Intelligent Automations

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SMS Partner

When this happens...

Choose an Action

Harvest

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Client Created

New Client Created

Trigger when new client is created

New User

New User

Trigger when user is created

New Contact

New Contact

Trigger when new contact is created

New Project

New Project

Trigger when new project is created

New Time entry

New Time entry

Trigger when new time entry is created

List Invoice Sent

List Invoice Sent

List Invoice Sent

Do thisActions

Action is the task that follows automatically within your SMS Partner integrations.

Send SMS

Send SMS

Send SMS messages to one or more phone numbers immediately or at a scheduled time.

Cancel Scheduled SMS

Cancel Scheduled SMS

Cancel a previously scheduled SMS using its Message ID.

Create Contact

Create Contact

Create a new contact within a group.

Create a Client

Create a Client

Creates a new client

Update a Client

Update a Client

Update an existing client

Create a Contact

Create a Contact

Craete a new contact

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Frequently Asked Questions

How do I start an integration between SMS Partner and Harvest?

To start, connect both your SMS Partner and Harvest accounts to viaSocket. Once connected, you can set up a workflow where an event in SMS Partner triggers actions in Harvest (or vice versa).

Can we customize how data from SMS Partner is recorded in Harvest?

Absolutely. You can customize how SMS Partner data is recorded in Harvest. This includes choosing which data fields go into which fields of Harvest, setting up custom formats, and filtering out unwanted information.

How often does the data sync between SMS Partner and Harvest?

The data sync between SMS Partner and Harvest typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from SMS Partner to Harvest?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between SMS Partner and Harvest?

Yes, you can set conditional logic to control the flow of data between SMS Partner and Harvest. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

SMS Partner

About SMS Partner

SMS Partner is a robust platform for managing and sending SMS communications, ideal for businesses looking to enhance their customer engagement and communication strategies.

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Harvest

About Harvest

Harvest is a time-tracking and invoicing application that simplifies the process of tracking time for various tasks and projects. It helps organizations and freelancers easily bill clients and better manage their time spent on tasks.

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