Connect Harvest and Way We Do
Integrate Harvest with Way We Do to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add a New User to Way We Do when New Client Created in Harvest
Complete a Checklist Step in Way We Do when New Client Created in Harvest
Add a Checklist Comment to Way We Do when New Client Created in Harvest
Start Checklist Instance in Way We Do when New Client Created in Harvest
Find a Checklist by Title in Way-we-do when New Client Created in Harvest
Popular Harvest + Way We Do 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
Way We Do
Automatically do this!
Add a New User
Complete a Checklist Step
Add a Checklist Comment
Start Checklist Instance
Find a Checklist by Title
Find a Checklist Instance by ID
Find a Checklist Instance by Title
Find a Checklist Step by ID
Find a Procedure by Title
Find a Procedure or Checklist by ID
Find a User
Find a Checklist Step by Title
Add Collaborators
List Checklist Instance Comments
List Checklist Instances
List Collaborator Invites
Get Company
List All Company Roles
List Completed Checklist Steps
List Procedure Acceptance
List All Procedures
List All Security Roles
List All Time Zones
List All Users
Add a New User to Way We Do when New Client Created in Harvest
Use this flowComplete a Checklist Step in Way We Do when New Client Created in Harvest
Use this flowAdd a Checklist Comment to Way We Do when New Client Created in Harvest
Use this flowStart Checklist Instance in Way We Do when New Client Created in Harvest
Use this flowFind a Checklist by Title in Way-we-do when New Client Created in Harvest
Use this flowFind a Checklist Instance by ID in Way We Do when New Client Created in Harvest
Use this flowFind a Checklist Instance by Title in Way We Do when New Client Created in Harvest
Use this flowFind a Checklist Step by ID in Way-we-do when New Client Created in Harvest
Use this flowFind a Procedure by Title in Way-we-do when New Client Created in Harvest
Use this flowFind a Procedure or Checklist by ID in Way We Do when New Client Created in Harvest
Use this flowSupported Triggers & Actions
Everything you can automate between Harvest and Way We Do.
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 Way We Do
Way We Do is a cloud-based platform that helps businesses create, manage, and execute their standard operating procedures (SOPs) and policies. It enables organizations to streamline their processes, ensure compliance, and improve operational efficiency by providing a centralized location for all procedural documentation.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Harvest and Way We Do 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 Way We Do 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 Way We Do. No coding required.
Yes. You can set up a workflow where Harvest triggers actions in Way We Do, and a separate workflow where Way We Do 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 Way We Do. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Harvest and Way We Do integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
