Connect Harvest and Connectly.ai to Build Intelligent Automations

Choose a Trigger

Harvest

When this happens...

Choose an Action

Connectly.ai

Automatically do this!

Enable Integrations or automations with these events of Harvest and Connectly.ai

Enable Integrations or automations with these events of Harvest and Connectly.ai

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 Connectly.ai?

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

Can we customize how data from Harvest is recorded in Connectly.ai?

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

How often does the data sync between Harvest and Connectly.ai?

The data sync between Harvest and Connectly.ai 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 Connectly.ai?

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 Connectly.ai?

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

About Connectly.ai

Connectly uses AI to simplify how you talk to your customers across WhatsApp, SMS, Facebook Messenger and Instagram. Drive engagement, increase conversions and make customers happy — all from one place.

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