Connect PDFGate and Harvest
Integrate PDFGate with Harvest to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular PDFGate + Harvest flows
Start from a real workflow other teams are already running.
Choose a trigger
PDFGate
When this happens...
Envelope Sent
Envelope Completed
Envelope Document Completed
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 Envelope Sent from PDF Gate
Use this flowUpdate a Client in Harvest when Envelope Sent from PDF Gate
Use this flowCreate a Contact in Harvest when Envelope Sent from PDF Gate
Use this flowUpdate a Contact in Harvest when Envelope Sent from PDF Gate
Use this flowFind a Task in Harvest when Envelope Sent from PDF Gate
Use this flowCreate a Task in Harvest when Envelope Sent from PDF Gate
Use this flowFind a Project in Harvest when Envelope Sent from PDF Gate
Use this flowCreate a Time Entry in Harvest when Envelope Sent from PDF Gate
Use this flowStart Timer in Harvest when Envelope Sent from PDF Gate
Use this flowStop Timer in Harvest when Envelope Sent from PDF Gate
Use this flowSupported Triggers & Actions
Everything you can automate between PDFGate and Harvest.
When this happensTriggers
A trigger is an event that starts a workflow.
Envelope Sent
Runs when envelope is sent
Envelope Completed
Envelope is Created
Envelope Document Completed
Runs when envelope document completed
New Client Created
Trigger when new client is created
New User
Trigger when user is created
New Contact
Trigger when new contact is created
Do thisActions
Action is the task that follows automatically within your PDFGate integrations.
Upload PDF
Upload or convert files to PDF
Create PDF from URL/HTML
Convert URL or HTML into a PDF
Get Document Details
Get document details and link
Delete Document
Permanently remove a document
Flatten PDF
Make PDFs non-editable
Extract PDF Form Data
Extract form fields and values
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
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your PDFGate 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 PDFGate 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 PDFGate triggers actions in Harvest, and a separate workflow where Harvest triggers actions in PDFGate. 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 PDFGate and Harvest. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire PDFGate 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.
