Connect Harvest and Moneybird
Integrate Harvest with Moneybird to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in Moneybird when New Client Created in Harvest
Get Administration from Moneybird when New Client Created in Harvest
Create Document in Moneybird when New Client Created in Harvest
Create Sales Invoice in Moneybird when New Client Created in Harvest
Send an Invoice via Moneybird when New Client Created in Harvest
Popular Harvest + Moneybird 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
Moneybird
Automatically do this!
Create Contact
Get Administration
Create Document
Create Sales Invoice
Send an Invoice
Create Quote
Create Contact in Moneybird when New Client Created in Harvest
Use this flowGet Administration from Moneybird when New Client Created in Harvest
Use this flowCreate Document in Moneybird when New Client Created in Harvest
Use this flowCreate Sales Invoice in Moneybird when New Client Created in Harvest
Use this flowSend an Invoice via Moneybird when New Client Created in Harvest
Use this flowCreate Quote in Moneybird when New Client Created in Harvest
Use this flowCreate Contact in Moneybird when New User in Harvest
Use this flowGet Administration from Moneybird when New User in Harvest
Use this flowCreate Document in Moneybird when New User in Harvest
Use this flowCreate Sales Invoice in Moneybird when New User in Harvest
Use this flowSupported Triggers & Actions
Everything you can automate between Harvest and Moneybird.
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 Moneybird
Moneybird is a comprehensive online accounting software designed to streamline financial management for businesses. It offers features such as invoicing, expense tracking, and financial reporting to help businesses maintain accurate and up-to-date financial records.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Harvest and Moneybird 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 Moneybird 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 Moneybird. No coding required.
Yes. You can set up a workflow where Harvest triggers actions in Moneybird, and a separate workflow where Moneybird 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 Moneybird. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Harvest and Moneybird integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
