Connect Harvest and Saleshandy
Integrate Harvest with Saleshandy to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Prospect/Add Prospect to Sequence OH HOLD in Saleshandy when New Client Created in Harvest
Assign Prospect Tag in Saleshandy when New Client Created in Harvest
Mark Prospect Status in Saleshandy when New Client Created in Harvest
Update Prospect Status in Saleshandy when New Client Created in Harvest
Create Prospect/Add Prospect to Sequence OH HOLD in Saleshandy when New User in Harvest
Popular Harvest + Saleshandy 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
Saleshandy
Automatically do this!
Create Prospect/Add Prospect to Sequence OH HOLD
Assign Prospect Tag
Mark Prospect Status
Update Prospect Status
Create Prospect/Add Prospect to Sequence OH HOLD in Saleshandy when New Client Created in Harvest
Use this flowAssign Prospect Tag in Saleshandy when New Client Created in Harvest
Use this flowMark Prospect Status in Saleshandy when New Client Created in Harvest
Use this flowUpdate Prospect Status in Saleshandy when New Client Created in Harvest
Use this flowCreate Prospect/Add Prospect to Sequence OH HOLD in Saleshandy when New User in Harvest
Use this flowAssign Prospect Tag in Saleshandy when New User in Harvest
Use this flowMark Prospect Status in Saleshandy when New User in Harvest
Use this flowUpdate Prospect Status in Saleshandy when New User in Harvest
Use this flowCreate Prospect/Add Prospect to Sequence OH HOLD in Saleshandy when New Contact in Harvest
Use this flowAssign Prospect Tag in Saleshandy when New Contact in Harvest
Use this flowSupported Triggers & Actions
Everything you can automate between Harvest and Saleshandy.
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 Saleshandy
With Saleshandy, businesses send personalized emails and automated follow-ups on a large scale to generate qualified leads and drive increased sales.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Harvest and Saleshandy 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 Saleshandy 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 Saleshandy. No coding required.
Yes. You can set up a workflow where Harvest triggers actions in Saleshandy, and a separate workflow where Saleshandy 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 Saleshandy. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Harvest and Saleshandy integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
