Connect Plane.so and Harvest
Integrate Plane.so with Harvest to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add a Project in Planeso when New Client Created in Harvest
Fetch all projects from Plane.so when New Client Created in Harvest
Get Project Details in Planeso when New Client Created in Harvest
Update project details in Planeso when New Client Created in Harvest
Create an Issue in Planeso when New Client Created in Harvest
Popular Plane.so + Harvest flows
Start from a real workflow other teams are already running.
Choose a trigger
Plane.so
When this happens...
New Issue Created
Issue Updated
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
Add a Project in Planeso when New Client Created in Harvest
Use this flowFetch all projects from Plane.so when New Client Created in Harvest
Use this flowGet Project Details in Planeso when New Client Created in Harvest
Use this flowUpdate project details in Planeso when New Client Created in Harvest
Use this flowCreate an Issue in Planeso when New Client Created in Harvest
Use this flowRetrieve Project Issues in Planeso when New Client Created in Harvest
Use this flowGet a issue details in Planeso when New Client Created in Harvest
Use this flowDelete an issue in Planeso when New Client Created in Harvest
Use this flowAdd a Project in Planeso when New User in Harvest
Use this flowFetch all projects from Plane.so when New User in Harvest
Use this flowSupported Triggers & Actions
Everything you can automate between Plane.so and Harvest.
When this happensTriggers
A trigger is an event that starts a workflow.
New Issue Created
This trigger returns details of any issues that have been created in the specified project within the last 15 minutes.
Issue Updated
Triggers when a issue is modify.
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
Do thisActions
Action is the task that follows automatically within your Plane.so integrations.
Add a Project
Add project in a workspace.
Fetch all projects
Fetches a list of all projects within a specified workspace.
Get Project Details
Get project details in a workspace.
Update project details
Update a project in a workspace.
Create an Issue
Adds a new issue to a specified project.
Retrieve Project Issues
Retrieves a list of all issues within a specific project.
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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About Plane.so
Plane.so is a platform designed to streamline project management and collaboration. It offers tools for task tracking, team communication, and project planning, making it easier for teams to stay organized and productive.
Learn moreSimilar apps
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 Plane.so 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 Plane.so 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 Plane.so triggers actions in Harvest, and a separate workflow where Harvest triggers actions in Plane.so. 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 Plane.so and Harvest. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Plane.so 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.
