Connect Harvest and OneHash CRM
Integrate Harvest with OneHash CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create new lead in OneHash CRM when New Client Created in Harvest
Update lead details in OneHash CRM when New Client Created in Harvest
Create a record in OneHash CRM when New Client Created in Harvest
Find Or Create Lead in OneHash CRM when New Client Created in Harvest
Create new lead in OneHash CRM when New User in Harvest
Popular Harvest + OneHash CRM 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
OneHash CRM
Automatically do this!
Create new lead
Update lead details
Create a record
Find Or Create Lead
Create new lead in OneHash CRM when New Client Created in Harvest
Use this flowUpdate lead details in OneHash CRM when New Client Created in Harvest
Use this flowCreate a record in OneHash CRM when New Client Created in Harvest
Use this flowFind Or Create Lead in OneHash CRM when New Client Created in Harvest
Use this flowCreate new lead in OneHash CRM when New User in Harvest
Use this flowUpdate lead details in OneHash CRM when New User in Harvest
Use this flowCreate a record in OneHash CRM when New User in Harvest
Use this flowFind Or Create Lead in OneHash CRM when New User in Harvest
Use this flowCreate new lead in OneHash CRM when New Contact in Harvest
Use this flowUpdate lead details in OneHash CRM when New Contact in Harvest
Use this flowSupported Triggers & Actions
Everything you can automate between Harvest and OneHash CRM.
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 OneHash CRM
OneHash CRM is a comprehensive customer relationship management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, making it easier for businesses to build and maintain strong customer relationships.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Harvest and OneHash CRM 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 OneHash CRM 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 OneHash CRM. No coding required.
Yes. You can set up a workflow where Harvest triggers actions in OneHash CRM, and a separate workflow where OneHash CRM 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 OneHash CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Harvest and OneHash CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
