Connect HoneyBook to Harvest and automate any workflow

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

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Quickly connect HoneyBook to Harvest with a Zapier template.

Our most popular template

Create new Harvest clients from newly booked HoneyBook projects
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Harvest + HoneyBook

Create new Harvest clients from newly booked HoneyBook projects

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Harvest + HoneyBook

How Zapier works

Zapier makes it easy to integrate HoneyBook with Harvest - no code necessary. See how you can get setup in minutes.

Select a trigger from HoneyBook

A trigger is an event that starts your Zap and runs the workflow. For example, with HoneyBook, a trigger could be "Client Created."

A trigger is the event that kicks off your automated workflow.

Setup an action from Harvest

An action is what takes place after the automation is triggered. For example, with Harvest, the action could be "Create Client."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected HoneyBook to Harvest

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Connect HoneyBook and Harvest to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Connect HoneyBook and Harvest to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Client Created
Triggers when a new client is created in HoneyBook.
Trigger
Instant
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New Payment Paid
Triggers when any payment is successfully paid by the client (including manual payments).
Trigger
Instant
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Project Stage Changed
Triggers when a project manually or automatically changes its stage.
Trigger
Instant
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- Client Full Name
  Required
- Client Email
  Required
- Address
- Phone Number
Action
Write
Invoice Sent
Triggers when a invoice is sent or marked as sent.
Trigger
Scheduled
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New Contact
Triggers when new contact is added.
Trigger
Scheduled
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New Invoice
Triggers when a invoice is created.
Trigger
Scheduled
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New Task
Triggers when a new task is added.
Trigger
Scheduled
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New User
Triggers when a new User is added.
Trigger
Scheduled
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Timer Started
Triggers when a timer is started.
Trigger
Scheduled
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- Name
  Required
- Address
Action
Write
- Client
  Required
- Name
  Required
- Code
- Bill By
- Hourly Rate
- Budget By
- Budget
- Notes
Action
Write
- Project
- Task
  Required
- Hours
  Required
- Spent Date
  Required
- Notes
Action
Write
- Project
- Task
  Required
- Spent Date
  Required
- Notes
Action
Write
- Api_docs_info
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Name
  Required
Action
Search

New Inquiry
Triggers when a new inquiry is created.
Trigger
Instant
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New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
Trigger
Instant
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- Client Full Name
  Required
- Client Email
  Required
- Phone Number
- Project Type
- Project Date
- Project Details
- Project Budget
Action
Write
Invoice Paid
Triggers when a invoice is fully paid.
Trigger
Scheduled
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New Client
Triggers when a new client is added.
Trigger
Scheduled
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New Expense
Triggers when a new expense is added.
Trigger
Scheduled
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New Project
Triggers when a project is created.
Trigger
Scheduled
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- Exclude entries created as running timers?
Trigger
Scheduled
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New User Assignment
Triggers when a user is assigned to a project.
Trigger
Scheduled
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Timer Stopped
Triggers when a timer is stopped.
Trigger
Scheduled
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- Client
  Required
- First Name
  Required
- Last Name
- Client Email
  Required
- Title
- Mobile Phone
- Office Phone
- Fax
Action
Write
- Project
- Name
  Required
- Billable By Default
- Default Hourly Rate
- Is Default
Action
Write
- Project
- Task
  Required
- Started Time
  Required
- Ended Time
  Required
- Spent Date
  Required
- Notes
Action
Write
Stop Timer
Stops any running timers
Action
Write
- Name
  Required
Action
Search
- Name
  Required
Action
Search

About HoneyBook

HoneyBook is the leading client-flow platform independent businesses use to showcase services, book clients, manage projects, and get paid.

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Harvest

Simple time tracking software and powerful reporting that helps your team thrive.

Help

Related categories

Time Tracking Software

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Connect HoneyBook to Harvest and automate any workflow

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

Create your first workflow

Create new Harvest clients from newly booked HoneyBook projects

Create new Harvest clients from newly booked HoneyBook projects

How Zapier works

Select a trigger from HoneyBook

Setup an action from Harvest

That’s it! You just connected HoneyBook to Harvest

Connect HoneyBook and Harvest to integrate crucial parts of your business

Automate your lead management and improve conversions

Connect HoneyBook and Harvest to unlock the power of automation

Supported triggers and actions

Join millions worldwide who automate their work using Zapier

Other HoneyBook + Harvest Integrations

Other HoneyBook + Harvest Integrations

PRODUCTS

CAPABILITIES

By team

By app

By use case

Connect @media (min-width: 1024px){.css-1vk2mvk{display:inline-block;}}HoneyBook to Harvest and automate any workflow

Create your first workflow

Create new Harvest clients from newly booked HoneyBook projects

Create new Harvest clients from newly booked HoneyBook projects

How Zapier works

Select a trigger from HoneyBook

Setup an action from Harvest

That’s it! You just connected HoneyBook to Harvest

Connect HoneyBook and Harvest to integrate crucial parts of your business

Automate your lead management and improve conversions

Connect HoneyBook and Harvest to unlock the power of automation

Supported triggers and actions

Join millions worldwide who automate their work using Zapier

Other HoneyBook + Harvest Integrations

Other HoneyBook + Harvest Integrations

Connect HoneyBook to Harvest and automate any workflow