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5 ways to automate Harvest with Zapier

By Elena Alston · September 13, 2024
A hero image of the Harvest app logo connected to other app logos on a light yellow background.

When it comes to projects and getting your best work done, a lot of teams rely heavily on project management tools to track tasks. The only problem? They don't tell you where and when you're at your most productive. 

A time-tracking tool like Harvest can give you that added insight, allowing you to track your (and your team's) time, keep projects running smoothly, and create invoices based on billable hours. The end result is you're able to focus your efforts on the work that matters most in a way that best works for you. 

But like any app, Harvest works best if it connects to your entire tech stack, including the apps you use to complete projects. With just a few Zaps—what we call our automated workflows—you can measure meetings, receive notifications, and create invoices for clients automatically.

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Table of contents

To get started with a Zap template—what we call our pre-made workflows—just click on the button. It only takes a few minutes to set up. You can read more about setting up Zaps here.

Measure your meetings

Meetings are usually a big part of your working day—and need to be tracked accordingly. If you don't, you won't have an accurate picture of where you spend your time And if you are wasting valuable working time on meetings, tracking them can act as proof to cut back on them. 

But remembering to click a button in Harvest the moment you join a meeting is nobody's idea of fun. Instead, you can use these Zaps to automatically start your timer in Harvest whenever a new event begins in your Google Calendar. Or, if you have standing meetings every week, you can automatically create time entries for them in Harvest. 

Create timesheet entries in Harvest when Google Calendar events start

  • Google Calendar logo
  • Harvest logo
Google Calendar + Harvest
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    Starting your Harvest timer can sometimes slip your mind before you run off to a meeting. Use this Zapier integration to automatically create a timesheet entry in Harvest when a Google Calendar event starts.

    Create weekly time entries in Harvest with Schedule by Zapier

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    • Harvest logo
    Schedule by Zapier + Harvest
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      Streamline your time tracking tasks with this efficient workflow that operates on a weekly schedule set by the Schedule by Zapier app, leading to the creation of a new time entry in the Harvest app. This simple yet powerful connection simplifies tracking your time entries, reducing the necessity for manual inputs. Make your time-management routine smoother and more productive with this weekly operation.

      Start timers in Harvest for new Google Calendar events

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      • Harvest logo
      Google Calendar + Harvest
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        Starts a timer for a given project and task in Harvest when a new Google Calendar event starts. It includes the summary and description of the event in the Timer’s notes.

        Alternatively, if you want your calendar to reflect where you're spending your time, you can set Harvest to add those time entries as events in your calendar. The result? Full synchronization with your calendar and time-tracking tools.

        Create detailed events in Google Calendar for every new time entry in Harvest

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        • Google Calendar logo
        Harvest + Google Calendar
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          When a new time entry is made in Harvest, it can sometimes be challenging to keep tabs on changes in your schedule. Simplify your workflow by creating a detailed event in Google Calendar for each new time entry in Harvest. This way, you'll always stay on top of your tasks as they change and evolve, enabling you to maximize productivity. Keep your schedule updated and never miss a single event with this easy-to-use automation.

          Create events in Google Calendar from new time entries in Harvest

          • Harvest logo
          • Google Calendar logo
          Harvest + Google Calendar
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            Easily manage your time and schedule with this efficient workflow. Whenever you log in a new time entry in Harvest, it will swiftly generate a new event in your Google Calendar. No need for manual transfers or double handling, streamline your productivity and never let any of your precious time slip through the cracks. This solution seamlessly bridges your time tracking and scheduling for effortless management.

            Track your time in a spreadsheet 

            If you're spending the time to track your time, you probably want to gain some insights from it. You might use it to track your long-term productivity over a series of months, for example. Or you might want to share that data with any stakeholders at your company to streamline project management. 

            Whatever the case, you'll want to format that data in a spreadsheet (or database) of your choice. That way, you can present that information to other team members without them having to log into Harvest. These Zaps will automatically add all your time entries straight to Google Sheets or Airtable the moment they're created (or updated). 

            Create Google Sheets rows for new Harvest time entries

            • Harvest logo
            • Google Sheets logo
            Harvest + Google Sheets
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              Effortlessly track your time entries in Harvest and organize them in Google Sheets with this streamlined workflow. Whenever you log a new time entry in Harvest, a new row will be created in the specified Google Sheets spreadsheet, keeping your records up-to-date and easily accessible. Stay on top of your time management and maintain an organized database without any manual effort.

              Add new Harvest time entries as records in Airtable

              • Harvest logo
              • Airtable logo
              Harvest + Airtable
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                Effortlessly manage your time tracking data with this efficient workflow. When a new time entry is added in Harvest, a record will be created in Airtable, ensuring all your relevant information is stored and organized in one place. Save time and stay on top of your projects with this seamless integration.

                Add new Harvest time entries to Smartsheet rows

                • Harvest logo
                • Smartsheet logo
                Harvest + Smartsheet
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                  Effortlessly track your working hours in Harvest and simultaneously update your Smartsheet with this seamless workflow. When a new time entry is logged in Harvest, a row is added to the specified sheet in Smartsheet, ensuring all your time-related data stays organized and up-to-date. Stay focused on your tasks and let this automation handle the rest.

                  Update Google Sheets rows with updated Harvest time entries

                  • Harvest logo
                  • Google Sheets logo
                  Harvest + Google Sheets
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                    Keep your project data organized by automatically updating a Google Sheets spreadsheet whenever a time entry is updated in Harvest. This Zap ensures that your time tracking and reporting stay up to date without any manual work. Save time and reduce errors by having your time entries instantly reflected in your Google Sheets.

                    Manage your projects effectively

                    Do you track and log all of your projects in tools like Trello or Asana? I know my team does. It's one of the best ways to make sure we're divvying up the tasks that need doing—and how we know if things are completed or running behind. 

                    To make sure you're capturing the time spent doing (or redoing) those tasks, you can use these Zaps to create time entries in Harvest whenever those projects are created or updated elsewhere. That way, everything stays completely in sync and you won't have to worry about updating those time entries manually.

                    Create Harvest tasks from new or moved Trello cards

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                    • Harvest logo
                    Trello + Harvest
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                      Ever wanted to have your Trello cards become tasks in Harvest? Once you set up this Trello-Harvest integration, new cards from that point forward are individually added as tasks.

                      Create Harvest projects from new Asana projects

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                      • Harvest logo
                      Asana + Harvest
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                        You've added a project to Asana so you can start scheduling tasks for your team, but don't forget to track your time so you can bill your client correctly. Make the setup easy by using Zapier to automatically create a project in Harvest whenever a new project is created in Asana.

                        Create new Notion database items from sent Harvest invoices

                        • Harvest logo
                        • Notion logo
                        Harvest + Notion
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                          Ensure your business records are always up to date with this efficient workflow. When an invoice is sent via Harvest, a correlating record is instantly created in your Notion database. No need for manual data entry or potential mistakes, this streamlined process helps you save precious time and allows you to focus on the tasks that truly matter. Stay organized and maintain accurate financial tracking with ease.

                          Streamline your invoices 

                          Does your accounting team use different tools to process invoices and bill clients? With automation, you can effortlessly duplicate invoices across different tools to ensure your billing records are consistent and up to date. 

                          Say, for example, that your clients are billed by the hour. With Harvest, you can create an invoice that logs those hours and then use Zapier to automatically create a corresponding invoice in another tool like Wave. That way, your finance team can then send those invoices to clients and get them paid. 

                          Create Wave invoices for new Harvest invoices

                          • Harvest logo
                          • Wave logo
                          Harvest + Wave
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                            Effortlessly manage your invoicing process across platforms with this seamless workflow integration between Harvest and Wave. When a new invoice is created in Harvest, it will instantly generate a corresponding invoice in Wave, ensuring your billing records are consistent and up-to-date. Save time and reduce manual data entry by streamlining your invoice management with this powerful automation.

                            Create Zoho Books sales invoices when new Harvest invoices are sent

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                            • Zoho Books logo
                            Harvest + Zoho Books
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                              Effortlessly manage your invoicing process with this Harvest to Zoho Books workflow. Whenever you send an invoice in Harvest, a sales invoice will be created in Zoho Books, streamlining your billing process while keeping everything organized. Save time and maintain accurate records by automating this essential financial task.

                              Create new Stripe customers from new Harvest invoices

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                              Harvest + Stripe
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                                Improve efficiency and streamline customer management by connecting your Harvest and Stripe workflows. With this automation, every time a new invoice is generated in Harvest, a corresponding customer profile is effortlessly created in Stripe. This seamless interaction not only simplifies your process but also helps keep all customer data up to date, providing a smoother transaction experience for both you and your clients.

                                Create Zoho Books invoices from updated Harvest invoices

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                                • Zoho Books logo
                                Harvest + Zoho Books
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                                  Simplify your billing process by automatically creating sales invoices in Zoho Books whenever an invoice is updated in Harvest. This Zap eliminates the need for manual data entry, ensuring your financial records stay accurate and up to date across both platforms. Spend less time on admin work and more on growing your business.

                                  Send notifications for Harvest activity

                                  As we've mentioned, Harvest isn't just for logging time entries. You can also use it to create invoices and wider projects. If you (or your team) are busy moving these projects along from start to finish without much oversight, you'll want to receive and send notifications so everyone can stay on the same page. 

                                  These Zaps will send automatic notifications in your favorite team chat apps (or via email) whenever new activity is logged in Harvest. That way, everyone can work in sync and keep your clients happy. 

                                  Send Slack messages for new invoices paid in Harvest

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                                  • Slack logo
                                  Harvest + Slack
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                                    Set up this Zap to automatically send a Slack message whenever an invoice is fully paid in Harvest. Keep your team up to date without stopping to craft and send a manual message.

                                    Create Slack channel messages for new Harvest projects

                                    • Harvest logo
                                    • Slack logo
                                    Harvest + Slack
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                                      Stay on top of your new projects and keep your team informed with this handy automation. When a new project is created in Harvest, this workflow will send a channel message in Slack to notify team members. This way, everyone stays updated about the latest projects without having to constantly check Harvest, saving time and improving communication.

                                      Send Slack notifications for updated Harvest invoices

                                      • Harvest logo
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                                      Harvest + Slack
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                                        Stay informed about important updates by automatically sending a Slack channel message whenever an invoice is updated in Harvest. This Zap helps keep your team in the loop, ensuring everyone is aware of changes in billing or project invoicing. Streamline communication and reduce the risk of missed updates with instant notifications.

                                        Get scheduled summaries of new Harvest time entries via emails

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                                        • Digest by Zapier logo
                                        • Email by Zapier logo
                                        Harvest + Digest by Zapier + Email by Zapier
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                                          Activate this template to receive a daily summary by email of the time entries tracked in Harvest.

                                          Send emails in Gmail for new invoices in Harvest

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                                          Harvest + Gmail
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                                            Easily manage your billing process by sending emails for new invoices created in Harvest. This efficient automation instantly sends an email through Gmail whenever an invoice is generated in Harvest, making it hassle-free to keep clients informed and up-to-date on their payments. Stay organized and expedite the invoicing process without manual effort.

                                            Measure your time and projects more effectively

                                            When you connect Harvest to your other business-critical tools, you can better measure where you spend your time and cut out the unnecessary tasks from your (and your team's) day.

                                            But this is just the start of what you can do with Harvest and Zapier. What will you automate first?

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