Connect Contextual AI and Harvest to Build Intelligent Automations

Choose a Trigger

Contextual AI

When this happens...

Choose an Action

Harvest

Automatically do this!

Ready to use Contextual AI and Harvest automations

Explore more automations built by businesses and experts

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 Contextual AI integrations.

Create Datastore

Create Datastore

Create a new Datastore.

List Datastores

List Datastores

Retrieve a list of Datastores.

Get Datastore Metadata

Get Datastore Metadata

Get the details of a given Datastore, including its name, create time, and the list of Agents which are currently configured to use the Datastore.

Reset Datastore

Reset Datastore

Reset the give Datastore. This operation is irreversible and it deletes all the documents associated with the datastore.

Delete Datastore

Delete Datastore

Delete a given Datastore, including all the documents ingested into it. This operation is irreversible.

List Documents

List Documents

Get list of documents in a given Datastore, including document id, name, and ingestion job status.

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Contextual AI and Harvest?

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

Can we customize how data from Contextual AI is recorded in Harvest?

Absolutely. You can customize how Contextual AI 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 Contextual AI and Harvest?

The data sync between Contextual AI 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 Contextual AI 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 Contextual AI and Harvest?

Yes, you can set conditional logic to control the flow of data between Contextual AI 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.

Contextual AI

About Contextual AI

Contextual AI is a cutting-edge platform that leverages artificial intelligence to provide context-aware solutions. It helps businesses and developers create applications that understand and respond to the context of user interactions, enhancing user experience and engagement.

Learn More
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.

Learn More