Automate Harvest time tracking and invoicing
Automatically capture billable hours, generate and deliver invoices, and sync with accounting — reduce missed hours and speed payments without writing code.
Ready to use Harvest automations
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Triggers and Actions in Harvest Automations
viaSocket makes it simple to connect Harvest and automate repetitive tasks.
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 Harvest integrations.
Create a Client
Creates a new client
Update a Client
Update an existing client
Create a Contact
Craete a new contact
Update a Contact
Update an existing contact
Find a Task
Get an existing task detail by its name
Create a Task
Create a new task
How to get started with Harvest automations
Automate when something happens in Harvest
Login -> Create new flow -> Select trigger -> Search Harvest -> Choose the trigger from the list
Take action in Harvest when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search Harvest -> Choose the action from the list
Trigger
Action
Real-world use cases of Harvest integrations
See how Harvest integrates with popular apps to automate tasks and streamline your workflow.
- Integrate harvest with Salesforce to sync records, ensuring that customer data is consistently updated across your CRM and harvest databases.
- Integrate harvest with MySQL to automatically sync records, facilitating seamless data exchange between harvest and your SQL databases.
Know More About Harvest Integrations
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Frequently Asked Questions
Common automations include creating Harvest time entries from project updates, generating invoices when work completes, syncing invoices to accounting (QuickBooks/Xero), submitting approved timesheets for payroll, and exporting reports to Sheets or BI tools.
No. viaSocket provides pre-built connectors and simple workflows you can configure with clicks: choose triggers (e.g., task complete), map fields (project, hours, notes), and set actions (create time entry, send invoice).
Yes — viaSocket offers AI-enabled automation to extract hours from meeting notes and emails, suggest task classifications, and flag anomalous billing patterns before invoices are sent. You control when AI suggestions are applied and can require human review.
Automations reduce manual errors by enforcing consistent project/client mapping, applying rate rules, and consolidating time entries before invoicing. You can preview drafts and require approvals to keep control.
You connect Harvest using your Harvest account credentials or API token. viaSocket stores credentials securely and uses least-privilege access. You can revoke access at any time from your Harvest or viaSocket settings.
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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About viaSocket
viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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