Connect Harvest and documents to Build Intelligent Automations
Enable Integrations or automations with these events of Harvest and documents
Enable Integrations or automations with these events of Harvest and documents
Triggers
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
Actions
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 documents accounts to viaSocket. Once connected, you can set up a workflow where an event in Harvest triggers actions in documents (or vice versa).
Absolutely. You can customize how Harvest data is recorded in documents. This includes choosing which data fields go into which fields of documents, setting up custom formats, and filtering out unwanted information.
The data sync between Harvest and documents 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 documents. 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.
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About documents
The otris solution platform (Documents) is an ECM platform for managing documents and business processes.
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