Integrate Agile CRM with Harvest to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List All Contacts in Agilecrm when New Client Created in Harvest
List All Companies in Agilecrm when New Client Created in Harvest
List All Events in Agilecrm when New Client Created in Harvest
List All Deals in Agilecrm when New Client Created in Harvest
List All Campaigns in Agilecrm when New Client Created in Harvest
Start from a real workflow other teams are already running.
Agile CRM
When this happens...
New Contact
New Deal
New Task
Harvest
Automatically do this!
Create a Client
Update a Client
Create a Contact
Update a Contact
Find a Task
Create a Task
Find a Project
Create a Time Entry
Start Timer
Stop Timer
Create a client
List All Contacts in Agilecrm when New Client Created in Harvest
Use this flowList All Companies in Agilecrm when New Client Created in Harvest
Use this flowList All Events in Agilecrm when New Client Created in Harvest
Use this flowList All Deals in Agilecrm when New Client Created in Harvest
Use this flowList All Campaigns in Agilecrm when New Client Created in Harvest
Use this flowList All Tracks in Agilecrm when New Client Created in Harvest
Use this flowList All Tickets Filter in Agilecrm when New Client Created in Harvest
Use this flowList All Pending Task in Agilecrm when New Client Created in Harvest
Use this flowCreate Contact in Agilecrm when New Client Created in Harvest
Use this flowCreate Company in Agilecrm when New Client Created in Harvest
Use this flowEverything you can automate between Agile CRM and Harvest.
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new contact is created in agile crm
Triggers when a new deal is created
Triggers when a task is created.
Trigger when new client is created
Trigger when user is created
Trigger when new contact is created
Action is the task that follows automatically within your Agile CRM integrations.
Retrieves the list of all contacts
Retrieves the list of all companies
Retrieves the list of all events
Retrieves the list of all deals
Retrieves the list of all campaigns
Retrieves the list of al tracks

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.

Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.

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Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.
Learn moreHarvest 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.
Learn moreSign up for a free viaSocket account, then authorize both your Agile CRM and Harvest accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Agile CRM and Harvest as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Harvest. No coding required.
Yes. You can set up a workflow where Agile CRM triggers actions in Harvest, and a separate workflow where Harvest triggers actions in Agile CRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Agile CRM and Harvest. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Agile CRM and Harvest integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.