Connect Harvest and Microsoft Outlook
Integrate Harvest with Microsoft Outlook to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in Microsoft Outlook when New Client Created in Harvest
Create Draft Email in Microsoft Outlook when New Client Created in Harvest
Create Calendar Event in Microsoft Outlook when New Client Created in Harvest
Cancel Calendar Event in Microsoft Outlook when New Client Created in Harvest
Send Email via Microsoft Outlook when New Client Created in Harvest
Popular Harvest + Microsoft Outlook 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
Microsoft Outlook
Automatically do this!
Create Contact
Create Draft Email
Create Calendar Event
Cancel Calendar Event
Send Email
Update Contact
Find Contacts
Get User Details
List Contact Folders
List Messages
List Events
List Contacts
List Mail Folders
Get Mail Folder Changes
Get Email Attachments
Forward Email
Move Email to Folder
Mark Email as Read or Unread
Flag Email
Create Contact in Microsoft Outlook when New Client Created in Harvest
Use this flowCreate Draft Email in Microsoft Outlook when New Client Created in Harvest
Use this flowCreate Calendar Event in Microsoft Outlook when New Client Created in Harvest
Use this flowCancel Calendar Event in Microsoft Outlook when New Client Created in Harvest
Use this flowSend Email via Microsoft Outlook when New Client Created in Harvest
Use this flowUpdate Contact in Microsoft Outlook when New Client Created in Harvest
Use this flowFind Contacts in Microsoft Outlook when New Client Created in Harvest
Use this flowGet User Details in Microsoft-outlook when New Client Created in Harvest
Use this flowList Contact Folders from Microsoft Outlook when New Client Created in Harvest
Use this flowList Messages from Microsoft Outlook when New Client Created in Harvest
Use this flowSupported Triggers & Actions
Everything you can automate between Harvest and Microsoft Outlook.
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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Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Harvest and Microsoft Outlook workflows.
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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 Microsoft Outlook
Microsoft Outlook is an email service developed by Microsoft, primarily used for managing emails, calendars, tasks, and contacts. It integrates seamlessly with other Microsoft services and offers various features like email sorting, search functionality, and connection to various third-party apps
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Harvest and Microsoft Outlook 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 Microsoft Outlook 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 Microsoft Outlook. No coding required.
Yes. You can set up a workflow where Harvest triggers actions in Microsoft Outlook, and a separate workflow where Microsoft Outlook 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 Microsoft Outlook. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Harvest and Microsoft Outlook integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
