
When this happens...
New Client Created
New User
New Contact
New Project
New Time entry
List Invoice Sent
List Invoice Paid
New Invoice
Automatically do this!
Create Run Workflow
Get Workflow Details
Add Workflow Step
Create or Update a Workflow
Update a Run
List Active Workflows
List Archived Workflows
List Runs
List Users
List Departments
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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To start, connect both your Harvest and Manifestly Checklists accounts to viaSocket. Once connected, you can set up a workflow where an event in Harvest triggers actions in Manifestly Checklists (or vice versa).
Absolutely. You can customize how Harvest data is recorded in Manifestly Checklists. This includes choosing which data fields go into which fields of Manifestly Checklists, setting up custom formats, and filtering out unwanted information.
The data sync between Harvest and Manifestly Checklists 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 Manifestly Checklists. 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 MoreManifestly Checklists software improves collaboration and accountability in your organization's recurring processes.
Learn More