Connect Harvest and Birdview PSA to Build Intelligent Automations

Choose a Trigger

Harvest

When this happens...

Choose an Action

Birdview PSA

Automatically do this!

Enable Integrations or automations with these events of Harvest and Birdview PSA

Enable Integrations or automations with these events of Harvest and Birdview PSA

Triggers

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

Actions

Create a Client

Create a Client

Creates a new client

Update a Client

Update a Client

Update an existing client

Create a Contact

Create a Contact

Craete a new contact

Update a Contact

Update a Contact

Update an existing contact

Find a Task

Find a Task

Get an existing task detail by its name

Create a Task

Create a Task

Create a new task

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Frequently Asked Questions

How do I start an integration between Harvest and Birdview PSA?

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

Can we customize how data from Harvest is recorded in Birdview PSA?

Absolutely. You can customize how Harvest data is recorded in Birdview PSA. This includes choosing which data fields go into which fields of Birdview PSA, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Harvest and Birdview PSA?

The data sync between Harvest and Birdview PSA 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 Harvest to Birdview PSA?

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 Harvest and Birdview PSA?

Yes, you can set conditional logic to control the flow of data between Harvest and Birdview PSA. 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.

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.

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Birdview PSA

About Birdview PSA

Birdview PSA is an all-in-one platform for professional services, enabling seamless resource, project, and finance planning, management, and forecasting.

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