Connect Harvest and ServeManager
Integrate Harvest with ServeManager to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Employees from ServeManager when New Client Created in Harvest
List Notes from ServeManager when New Client Created in Harvest
Create Company in Servemanager when New Client Created in Harvest
Create Job in Servemanager when New Client Created in Harvest
Find Company in ServeManager when New Client Created in Harvest
Popular Harvest + ServeManager 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
ServeManager
Automatically do this!
List Account
List Employees
List Courts
List Notes
List Attempts
List Invoices
Create Company
Create Court Case
Create Job
Create Note
Find Company
Find Court Case
Find Job
List Employees from ServeManager when New Client Created in Harvest
Use this flowList Notes from ServeManager when New Client Created in Harvest
Use this flowCreate Company in Servemanager when New Client Created in Harvest
Use this flowCreate Job in Servemanager when New Client Created in Harvest
Use this flowFind Company in ServeManager when New Client Created in Harvest
Use this flowFind Job using ServeManager when New Client Created in Harvest
Use this flowList Account from ServeManager when New User in Harvest
Use this flowList Employees from ServeManager when New User in Harvest
Use this flowList Courts from ServeManager when New User in Harvest
Use this flowList Notes from ServeManager when New User in Harvest
Use this flowSupported Triggers & Actions
Everything you can automate between Harvest and ServeManager.
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 ServeManager
ServeManager is a comprehensive software solution designed for process servers to manage their business operations efficiently. It offers tools for job management, client communication, invoicing, and tracking, making it an essential platform for legal professionals and process serving companies.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Harvest and ServeManager 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 ServeManager 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 ServeManager. No coding required.
Yes. You can set up a workflow where Harvest triggers actions in ServeManager, and a separate workflow where ServeManager 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 ServeManager. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Harvest and ServeManager integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
