
When this happens...
New Client Created
New User
New Contact
New Project
New Time entry
List Invoice Sent
List Invoice Paid
New Invoice

Automatically do this!
Create Task
List Project Timelog
List Project Share
Get Project Settings
Get PM User Permission
List Taskgroups
List Tasks
List Events
List Project Milestone
List Files
List Deal Custom Filter
List Pipelines
List People
Get Company Custom Filters
Get General settings
List Crm Tags
List Employees
Get Logged-in user permission
Create Person
Add Follower
Create Activity
List Activities Type
Create Deal
Create Milestone
List Projects
Update Milestone
Create Organization
Update Organization
Update Person
Create Task List
Update Task
When this happensTriggers
A trigger is an event that starts a workflow.
Trigger when new client is created
Trigger when user is created
Trigger when new contact is created
Trigger when new project is created
Trigger when new time entry is created
List Invoice Sent
Action is the task that follows automatically within your Harvest integrations.
Creates a new client
Update an existing client
Craete a new contact
Update an existing contact
Get an existing task detail by its name
Create a new task

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Harvest and TeamWave accounts to viaSocket. Once connected, you can set up a workflow where an event in Harvest triggers actions in TeamWave (or vice versa).
Absolutely. You can customize how Harvest data is recorded in TeamWave. This includes choosing which data fields go into which fields of TeamWave, setting up custom formats, and filtering out unwanted information.
The data sync between Harvest and TeamWave typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Harvest and TeamWave. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
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 MoreTeamWave is a comprehensive business productivity platform that integrates project management, CRM, and HR tools to streamline your business operations. It offers a unified solution to manage projects, track sales, and handle employee data efficiently.
Learn More