Integrate Harvest with dr chrono to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Task Template in Drchrono when New Client Created in Harvest
Create Task Template in Drchrono when New User in Harvest
Create Task Template in Drchrono when New Contact in Harvest
Create Task Template in Drchrono when New Project in Harvest
Create Task Template in Drchrono when New Time entry in Harvest
Start from a real workflow other teams are already running.
Harvest
When this happens...
New Client Created
New User
New Contact
New Project
New Time entry
List Invoice Sent
List Invoice Paid
New Invoice
dr chrono
Automatically do this!
Create Task Template
Create Task Template in Drchrono when New Client Created in Harvest
Use this flowCreate Task Template in Drchrono when New User in Harvest
Use this flowCreate Task Template in Drchrono when New Contact in Harvest
Use this flowCreate Task Template in Drchrono when New Project in Harvest
Use this flowCreate Task Template in Drchrono when New Time entry in Harvest
Use this flowCreate Task Template in Drchrono when List Invoice Sent in Harvest
Use this flowCreate Task Template in Drchrono when List Invoice Paid in Harvest
Use this flowCreate Task Template in Drchrono when New Invoice in Harvest
Use this flowEverything you can automate between Harvest and dr chrono.
When this happensTriggers
A trigger is an event that starts a workflow.
Trigger when new client is created
Trigger when user is created
Trigger when new contact is created
Trigger when new project is created
Trigger when new time entry is created
List Invoice Sent
Action is the task that follows automatically within your Harvest integrations.
Creates a new client
Update an existing client
Craete a new contact
Update an existing contact
Get an existing task detail by its name
Create a new task

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
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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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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 moreDrChrono is a comprehensive platform designed for healthcare professionals, offering electronic health records (EHR), practice management, and medical billing solutions. It streamlines the workflow for medical practices, enhancing patient care and operational efficiency.
Learn moreSign up for a free viaSocket account, then authorize both your Harvest and dr chrono 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 dr chrono 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 dr chrono. No coding required.
Yes. You can set up a workflow where Harvest triggers actions in dr chrono, and a separate workflow where dr chrono 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 dr chrono. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Harvest and dr chrono integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.