Connect Harvest and Crisp to Build Intelligent Automations
Choose a Trigger
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
Automatically do this!
Send Note Message
Create Conversation
Change Conversation State
Search for a Profile
Add Segments to Conversation
Send Text Message
Search for Conversation
Ready to use Harvest and Crisp automations
Actions and Triggers
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
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Frequently Asked Questions
To start, connect both your Harvest and Crisp accounts to viaSocket. Once connected, you can set up a workflow where an event in Harvest triggers actions in Crisp (or vice versa).
Absolutely. You can customize how Harvest data is recorded in Crisp. This includes choosing which data fields go into which fields of Crisp, setting up custom formats, and filtering out unwanted information.
The data sync between Harvest and Crisp typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Harvest and Crisp. 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.
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 MoreAbout Crisp
Crisp is a messaging app that unifies your user communication from Crisp Live Chat, Email, Messenger, Twitter, and SMS into one platform
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