Automate Harvest time tracking and invoicing

Automatically capture billable hours, generate and deliver invoices, and sync with accounting — reduce missed hours and speed payments without writing code.

Ready to use Harvest automations

Triggers and Actions in Harvest Automations

viaSocket makes it simple to connect Harvest and automate repetitive tasks.

When this happensTriggers

A trigger is an event that starts a workflow.

New Client Created

New Client Created

Trigger when new client is created

New User

New User

Trigger when user is created

New Contact

New Contact

Trigger when new contact is created

New Project

New Project

Trigger when new project is created

New Time entry

New Time entry

Trigger when new time entry is created

List Invoice Sent

List Invoice Sent

List Invoice Sent

Do thisActions

Action is the task that follows automatically within your Harvest integrations.

Create a Client

Create a Client

Creates a new client

Update a Client

Update a Client

Update an existing client

Create a Contact

Create a Contact

Craete a new contact

Update a Contact

Update a Contact

Update an existing contact

Find a Task

Find a Task

Get an existing task detail by its name

Create a Task

Create a Task

Create a new task

Real-world use cases of Harvest integrations

See how Harvest integrates with popular apps to automate tasks and streamline your workflow.

Sync form responses automatically to a spreadsheet for instant data capture

Send Slack notifications whenever a new row is added or updated in Sheets

Trigger email campaigns in Mailchimp when a new contact is added to a sheet

Create CRM contacts in HubSpot directly from new Google Sheets entries

Generate and save PDF reports to Google Drive from spreadsheet data

Automatically back up database records to a Google Sheet on a daily schedule

Harvest
Harvest
Slack
Trello
Todoist
Calendly
Google Sheets
Shopify
+2,100+ more apps

How to get started with Harvest automations

Automate when something happens in Harvest

Login -> Create new flow -> Select trigger -> Search Harvest -> Choose the trigger from the list

Take action in Harvest when something happens in an app or you want to add step in flow

Login -> Create new flow -> Select action -> Search Harvest -> Choose the action from the list

Trigger

Harvest

Action

Harvest

Need help building your workflow?

Get instant answers from our AI assistant or connect with a support specialist anytime.

Frequently Asked Questions

What can I automate between Harvest and other apps?

Common automations include creating Harvest time entries from project updates, generating invoices when work completes, syncing invoices to accounting (QuickBooks/Xero), submitting approved timesheets for payroll, and exporting reports to Sheets or BI tools.

Do I need technical skills to set up these automations?

No. viaSocket provides pre-built connectors and simple workflows you can configure with clicks: choose triggers (e.g., task complete), map fields (project, hours, notes), and set actions (create time entry, send invoice).

Can AI help fill time entries or detect billing errors?

Yes — viaSocket offers AI-enabled automation to extract hours from meeting notes and emails, suggest task classifications, and flag anomalous billing patterns before invoices are sent. You control when AI suggestions are applied and can require human review.

Will automations affect my billing accuracy?

Automations reduce manual errors by enforcing consistent project/client mapping, applying rate rules, and consolidating time entries before invoicing. You can preview drafts and require approvals to keep control.

How does authorization and security work with Harvest?

You connect Harvest using your Harvest account credentials or API token. viaSocket stores credentials securely and uses least-privilege access. You can revoke access at any time from your Harvest or viaSocket settings.

Harvest

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.

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viaSocket

About viaSocket

viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.

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