Connect Harvest and Sage Sales Management
Integrate Harvest with Sage Sales Management to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a Client in Harvest when New Activity in Sage-sales-management
Update a Client in Harvest when New Activity in Sage-sales-management
Create a Contact in Harvest when New Activity in Sage-sales-management
Update a Contact in Harvest when New Activity in Sage-sales-management
Find a Task in Harvest when New Activity in Sage-sales-management
Popular Harvest + Sage Sales Management 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
Sage Sales Management
Automatically do this!
Create Account
Create Activity
Create Contact
Create Calendar Item
Create Opportunity
Create Sales Order
Find Account
List Users
List Roles
List Accounts
List Account Types
List Contacts
List Opportunities
List Opportunity Types
List Opportunity Statuses
List Activities
List Activity Types
List Activity Points
List Calendar
List Emails
List Calls
List Products
List Order Headers
List Order Statuses
List Sales
List Campaigns
Update Account
Update Activity
Update Contact
Update Calendar Item
Update Opportunity
Update Sales Order
Find Contact
Create a Client in Harvest when New Activity in Sage-sales-management
Use this flowUpdate a Client in Harvest when New Activity in Sage-sales-management
Use this flowCreate a Contact in Harvest when New Activity in Sage-sales-management
Use this flowUpdate a Contact in Harvest when New Activity in Sage-sales-management
Use this flowFind a Task in Harvest when New Activity in Sage-sales-management
Use this flowCreate a Task in Harvest when New Activity in Sage-sales-management
Use this flowFind a Project in Harvest when New Activity in Sage-sales-management
Use this flowCreate a Time Entry in Harvest when New Activity in Sage-sales-management
Use this flowStart Timer in Harvest when New Activity in Sage-sales-management
Use this flowStop Timer in Harvest when New Activity in Sage-sales-management
Use this flowSupported Triggers & Actions
Everything you can automate between Harvest and Sage Sales Management.
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 Sage Sales Management
ForceManager is a sales management tool designed to enhance the productivity and efficiency of sales teams by providing real-time data and insights.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Harvest and Sage Sales Management 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 Sage Sales Management 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 Sage Sales Management. No coding required.
Yes. You can set up a workflow where Harvest triggers actions in Sage Sales Management, and a separate workflow where Sage Sales Management 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 Sage Sales Management. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Harvest and Sage Sales Management integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
