Connect PDF Gate and Harvest to Build Intelligent Automations
Choose a Trigger
When this happens...
Envelope Sent
Envelope Completed
Envelope Document Completed
Choose an Action
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
Ready to use PDF Gate and Harvest automations
Actions and Triggers
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 PDF Gate 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
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Frequently Asked Questions
To start, connect both your PDF Gate and Harvest accounts to viaSocket. Once connected, you can set up a workflow where an event in PDF Gate triggers actions in Harvest (or vice versa).
Absolutely. You can customize how PDF Gate data is recorded in Harvest. This includes choosing which data fields go into which fields of Harvest, setting up custom formats, and filtering out unwanted information.
The data sync between PDF Gate and Harvest 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 PDF Gate and Harvest. 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.
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.
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