Connect Thanks.io and Harvest to Build Intelligent Automations

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Thanks.io

When this happens...

Choose an Action

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 Thanks.io integrations.

Delete Recipient

Delete Recipient

Deletes a Recipient from Mailing List.

Add Recipient

Add Recipient

Adds a recipient to your account and to an optional list. Only US or Canadian addresses are accepted. If no/invalid address is specified and a valid email address is, we'll attempt to look up a valid street address using the email address for a fee.

Create Sub Account

Create Sub Account

Create Sub Account in thanks.io.

Create a Client

Create a Client

Creates a new client

Update a Client

Update a Client

Update an existing client

Create a Contact

Create a Contact

Craete a new contact

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Frequently Asked Questions

How do I start an integration between Thanks.io and Harvest?

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

Can we customize how data from Thanks.io is recorded in Harvest?

Absolutely. You can customize how Thanks.io 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 Thanks.io and Harvest?

The data sync between Thanks.io 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 Thanks.io 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 Thanks.io and Harvest?

Yes, you can set conditional logic to control the flow of data between Thanks.io 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.

Thanks.io

About Thanks.io

Thanks.io is a way to automatically send ‘handwritten’ postcards, letters, notecards, and giftcards at scale for as low as $.59 per card.

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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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