Connect NextLead and Harvest
Integrate NextLead with Harvest to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a Client in Harvest when Contact Added to List in NextLead
Update a Client in Harvest when Contact Added to List in NextLead
Create a Contact in Harvest when Contact Added to List in NextLead
Update a Contact in Harvest when Contact Added to List in NextLead
Find a Task in Harvest when Contact Added to List in NextLead
Popular NextLead + Harvest flows
Start from a real workflow other teams are already running.
Choose a trigger
NextLead
When this happens...
Contact Added to List
Choose an action
Harvest
Automatically do this!
Create a Client
Update a Client
Create a Contact
Update a Contact
Find a Task
Create a Task
Find a Project
Create a Time Entry
Start Timer
Stop Timer
Create a client
Create a Client in Harvest when Contact Added to List in NextLead
Use this flowUpdate a Client in Harvest when Contact Added to List in NextLead
Use this flowCreate a Contact in Harvest when Contact Added to List in NextLead
Use this flowUpdate a Contact in Harvest when Contact Added to List in NextLead
Use this flowFind a Task in Harvest when Contact Added to List in NextLead
Use this flowCreate a Task in Harvest when Contact Added to List in NextLead
Use this flowFind a Project in Harvest when Contact Added to List in NextLead
Use this flowCreate a Time Entry in Harvest when Contact Added to List in NextLead
Use this flowStart Timer in Harvest when Contact Added to List in NextLead
Use this flowStop Timer in Harvest when Contact Added to List in NextLead
Use this flowSupported Triggers & Actions
Everything you can automate between NextLead and Harvest.
When this happensTriggers
A trigger is an event that starts a workflow.
Contact Added to List
Triggers when a contact is added to a NextLead mailing list and returns the contact event and list details. Supports optional filters by list ID, minimum lead score, and comment.
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
Do thisActions
Action is the task that follows automatically within your NextLead integrations.
Create Contact
Creates a new lead.
Create a sale
Create a new sale with the details you provide.
Create lead structure
Create a new lead structure in NextLead using the data you provide.
Delete Contact
Deletes a contact from NextLead using the contact's email or LinkedIn profile URL.
Delete a sales deal
Remove a sales deal from your NextLead account.
Delete Structure
Deletes a structure (company record) from NextLead by Name or SIRET ID.
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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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 NextLead
NextLead is a cutting-edge platform designed to streamline and enhance lead generation and management processes. It offers tools and features that help businesses capture, track, and convert leads efficiently, ensuring a seamless transition from prospect to customer.
Learn moreAbout 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
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your NextLead and Harvest 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 NextLead and Harvest 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 Harvest. No coding required.
Yes. You can set up a workflow where NextLead triggers actions in Harvest, and a separate workflow where Harvest triggers actions in NextLead. 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 NextLead and Harvest. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire NextLead and Harvest integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
