Connect Harvest and ActiveTrail
Integrate Harvest with ActiveTrail to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Delete a Group in Activetrail when New Client Created in Harvest
Get single Automation in Activetrail when New Client Created in Harvest
Get all Automations in Activetrail when New Client Created in Harvest
Delete a Campaign in Activetrail when New Client Created in Harvest
Delete a contact in Activetrail when New Client Created in Harvest
Popular Harvest + ActiveTrail flows
Start from a real workflow other teams are already running.
Choose a trigger
Harvest
When this happens...
New Client Created
New User
New Contact
New Project
New Time entry
List Invoice Sent
List Invoice Paid
New Invoice
Choose an action
ActiveTrail
Automatically do this!
Delete a Group
Get single Automation
Get all Automations
Delete a Campaign
Delete a contact
Add Contact to Group
List Account Emails Sending Profiles
List Executive Reports
List Sent Campaigns
List Templates
List Order Fields Information
List Sms Messages
List Account's Mailing Lists
List User's Segmentations
List Sign-up Forms
List Landing Pages
List Contact
List Group
List Automations
Find Group
Find Contact
Send SMS Message
Create Contacts
Update contact
Delete a Group in Activetrail when New Client Created in Harvest
Use this flowGet single Automation in Activetrail when New Client Created in Harvest
Use this flowGet all Automations in Activetrail when New Client Created in Harvest
Use this flowDelete a Campaign in Activetrail when New Client Created in Harvest
Use this flowDelete a contact in Activetrail when New Client Created in Harvest
Use this flowAdd Contact to Group in Activetrail when New Client Created in Harvest
Use this flowList Account Emails Sending Profiles from ActiveTrail when New Client Created in Harvest
Use this flowList Executive Reports from ActiveTrail when New Client Created in Harvest
Use this flowList Sent Campaigns from ActiveTrail when New Client Created in Harvest
Use this flowList Templates from ActiveTrail when New Client Created in Harvest
Use this flowSupported Triggers & Actions
Everything you can automate between Harvest and ActiveTrail.
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
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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AI will build it for you
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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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 moreSimilar apps
About ActiveTrail
ActiveTrail is an email marketing and automation platform that helps businesses create and send emails, manage campaigns, and automate marketing tasks to enhance customer engagement and conversion rates.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Harvest and ActiveTrail 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 Harvest and ActiveTrail 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 ActiveTrail. No coding required.
Yes. You can set up a workflow where Harvest triggers actions in ActiveTrail, and a separate workflow where ActiveTrail triggers actions in Harvest. 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 Harvest and ActiveTrail. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Harvest and ActiveTrail integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
