Connect Benchmark Email and Harvest
Integrate Benchmark Email with Harvest to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find a contact in Benchmark-email when New Client Created in Harvest
Update Details of a Survey in Benchmark Email when New Client Created in Harvest
Update a Contact in Benchmark Email when New Client Created in Harvest
Create a Segment in Benchmark Email when New Client Created in Harvest
Delete a survey in Benchmark-email when New Client Created in Harvest
Popular Benchmark Email + Harvest flows
Start from a real workflow other teams are already running.
Find a contact in Benchmark-email when New Client Created in Harvest
Use this flowUpdate Details of a Survey in Benchmark Email when New Client Created in Harvest
Use this flowUpdate a Contact in Benchmark Email when New Client Created in Harvest
Use this flowCreate a Segment in Benchmark Email when New Client Created in Harvest
Use this flowDelete a survey in Benchmark-email when New Client Created in Harvest
Use this flowDelete an Email from Benchmark Email when New Client Created in Harvest
Use this flowDelete a list in Benchmark-email when New Client Created in Harvest
Use this flowUpdate status of the survey in Benchmark-email when New Client Created in Harvest
Use this flowUploading videos in Benchmark-email when New Client Created in Harvest
Use this flowSupported Triggers & Actions
Everything you can automate between Benchmark Email and Harvest.
When this happensTriggers
A trigger is an event that starts a workflow.
New Client Created
Trigger when new client is created
New User
Trigger when user is created
New Contact
Trigger when new contact is created
New Project
Trigger when new project is created
New Time entry
Trigger when new time entry is created
List Invoice Sent
List Invoice Sent
Do thisActions
Action is the task that follows automatically within your Benchmark Email integrations.
Find a contact
Get contact detail by its contact id.
Update Details of a Survey
Updating an existing details of a survey.
Update a Contact
Updating an existing contact.
Create a Segment
Creating a segment by using contact id.
Delete a survey
Deleting an existing survey
Delete an Email
deleting an existing email.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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About Benchmark Email
Benchmark Email is a cloud-based email marketing platform that helps businesses create, send, and manage email campaigns. It offers tools for building emails, automating campaigns, and analyzing their effectiveness.
Learn more
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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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Benchmark Email 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 Benchmark Email 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 Benchmark Email triggers actions in Harvest, and a separate workflow where Harvest triggers actions in Benchmark Email. 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 Benchmark Email and Harvest. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Benchmark Email 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.
