
When this happens...
New Client Created
New User
New Contact
New Project
New Time entry
List Invoice Sent
List Invoice Paid
New Invoice

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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

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Harvest and LoopMessage accounts to viaSocket. Once connected, you can set up a workflow where an event in Harvest triggers actions in LoopMessage (or vice versa).
Absolutely. You can customize how Harvest data is recorded in LoopMessage. This includes choosing which data fields go into which fields of LoopMessage, setting up custom formats, and filtering out unwanted information.
The data sync between Harvest and LoopMessage 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 LoopMessage. 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 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 MoreLoopMessage is a powerful communication platform designed to streamline messaging and enhance connectivity for businesses and individuals. With features that support seamless interaction, LoopMessage ensures efficient and effective communication across various channels.
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