Connect Synthflow AI and Harvest to Build Intelligent Automations

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Synthflow AI

When this happens...

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Harvest

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Client Created

New Client Created

Trigger when new client is created

New User

New User

Trigger when user is created

New Contact

New Contact

Trigger when new contact is created

New Project

New Project

Trigger when new project is created

New Time entry

New Time entry

Trigger when new time entry is created

List Invoice Sent

List Invoice Sent

List Invoice Sent

Do thisActions

Action is the task that follows automatically within your Synthflow AI integrations.

Create SMS Action

Create SMS Action

Creates a SMS action

Create Transfer Call Action

Create Transfer Call Action

Creates a transfer call action

Create Information Extractor Yes No Action

Create Information Extractor Yes No Action

Creates an action of type information extractor yes no

Create Information Extractor Open Question Action

Create Information Extractor Open Question Action

Creates an action for open questions

Create Call

Create Call

Initiates a real-time voice call through the AI assistant.

Create a Client

Create a Client

Creates a new client

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Frequently Asked Questions

How do I start an integration between Synthflow AI and Harvest?

To start, connect both your Synthflow AI and Harvest accounts to viaSocket. Once connected, you can set up a workflow where an event in Synthflow AI triggers actions in Harvest (or vice versa).

Can we customize how data from Synthflow AI is recorded in Harvest?

Absolutely. You can customize how Synthflow AI 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.

How often does the data sync between Synthflow AI and Harvest?

The data sync between Synthflow AI and Harvest typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Synthflow AI to Harvest?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Synthflow AI and Harvest?

Yes, you can set conditional logic to control the flow of data between Synthflow AI 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.

Synthflow AI

About Synthflow AI

Synthflow AI is a no-code platform for creating voice AI agents that automate inbound and outbound phone calls, from answering questions to booking appointments and sending SMS follow-ups at scale. It targets contact centers and BPOs with enterprise-ready, white-label agents, 200+ integrations, and multilingual support to reduce costs and improve response rates

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Harvest

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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