Connect Harvest and Heltar
Integrate Harvest with Heltar to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Update Catalog Settings in Heltar when New Time entry in Harvest
Unassign Employees from a Client in Heltar when New Invoice in Harvest
Update an Employee’s Role in Heltar when New Client Created in Harvest
Create Employee Account in Heltar when New Client Created in Harvest
Delete an Employee in Heltar when New User in Harvest
Popular Harvest + Heltar flows
Start from a real workflow other teams are already running.
Choose a trigger
Harvest
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
Heltar
Automatically do this!
List All Campaigns
List All Clients
List All Templates
Create or Update Client
Fetch Client Messages
Send Text Message hold
List All Attributes
Create Attribute
Update Attribute
Remove Attribute
Send Templates hold
Create Template hold
Send Private Message
Set Chat to Open or Closed
Toggle Bot Responses
Unassign Employees from a Client
Update an Employee’s Role
Create Employee Account
Delete an Employee
Retrieve Role Permissions
Get Business Profile
Toggle Automatic Chat Assignment
Fetch WhatsApp Commerce Catalog Settings
Update Catalog Settings
Toggle Read Receipts
Delete Convobot Session
Fetch Template Analytics
Set Custom Domain for Redirection
Delete Template
Update Catalog Settings in Heltar when New Time entry in Harvest
Use this flowUnassign Employees from a Client in Heltar when New Invoice in Harvest
Use this flowUpdate an Employee’s Role in Heltar when New Client Created in Harvest
Use this flowCreate Employee Account in Heltar when New Client Created in Harvest
Use this flowDelete an Employee in Heltar when New User in Harvest
Use this flowRetrieve Role Permissions in Heltar when New Time entry in Harvest
Use this flowUpdate an Employee’s Role in Heltar when New Time entry in Harvest
Use this flowFetch WhatsApp Commerce Catalog Settings in Heltar when New Time entry in Harvest
Use this flowToggle Read Receipts in Heltar when New Time entry in Harvest
Use this flowRetrieve Role Permissions in Heltar when New Contact in Harvest
Use this flowSupported Triggers & Actions
Everything you can automate between Harvest and Heltar.
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
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
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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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 moreSimilar apps
About Heltar
Heltar is a cutting-edge platform designed to revolutionize the way businesses manage their operations and enhance productivity. With a focus on seamless integration and user-friendly interfaces, Heltar provides tools and solutions that cater to various business needs, ensuring efficient workflow management and improved collaboration.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Harvest and Heltar 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 Heltar 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 Heltar. No coding required.
Yes. You can set up a workflow where Harvest triggers actions in Heltar, and a separate workflow where Heltar 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 Heltar. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Harvest and Heltar integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
