Connect Truelist and Harvest to Build Intelligent Automations

Choose a Trigger

Truelist

When this happens...

Choose an Action

Harvest

Automatically do this!

Ready to use Truelist and Harvest automations

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 Truelist integrations.

Verify Email Address

Verify Email Address

Verify a single email address in real time.

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

Update a Contact

Update a Contact

Update an existing contact

Find a Task

Find a Task

Get an existing task detail by its name

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Frequently Asked Questions

How do I start an integration between Truelist and Harvest?

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

Can we customize how data from Truelist is recorded in Harvest?

Absolutely. You can customize how Truelist 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 Truelist and Harvest?

The data sync between Truelist 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 Truelist 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 Truelist and Harvest?

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

Truelist

About Truelist

A service for creating and managing task lists.

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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.

Learn More