DailyBot + Harvest Integrations

How to connect DailyBot + Harvest

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Choose a Trigger

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Choose an Action

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Supported triggers and actions

What does this mean?

- FormRequired
  This Zap will only process responses related to these forms.
- Approval status?Required
  Select if you want to trigger it when the record is approved or denied.
Trigger
Instant
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- Check-inRequired
  This Zap will only process responses related to these check-ins.
Trigger
Instant
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- Check-inRequired
  This Zap will only process responses related to these check-ins.
Trigger
Instant
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- Receiver UserRequired
  A DailyBot User that will receive the kudos
- Team Value (UUID)
  The team value UUID to be assigned (optional)
- Kudos Message
  The message to be posted with the Kudos 🎉
- Kudos By DailyBot?Required
  Specify whether you want to give the Kudos on DailyBot's behalf or on behalf of the Zapier integration API Key owner.
Action
Write
- Trigger WebHook URLRequired
  The Trigger API incoming webhook URL. You can find it under your DailyBot Integrations page > Workflow Trigger.
- Event TypeRequired
  Type the unique event_type that matches a Workflow that you have previously configured in DailyBot.
- Secret
  Optional secret that you can match on the DailyBot workflow to make sure this event is coming from this Zap.
Action
Write

- Activity Tracking WebHook URLRequired
  Type the Activity WebHook URL for your DailyBot account. You can find it at Integrations > Activity API.
- Event TypeRequired
  The event type string, this must be a unique string that will always identify this type of event.
- MessageRequired
  A message that represents the specific activity that the user completed.
- Link (URL)
  Optional URL that can be shown in the DailyBot reports, linking to any page that shows more info about this activity.
- User EmailRequired
  A DailyBot User email address that is used to track this activity. This activity will show on this user's activity reports.
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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- ClientRequired
- First NameRequired
- Last Name
- Email
- Title
- Mobile Phone
- Office Phone
- Fax
Action
Write
- Project
  Optional. If you specify a project we will assign this task to the project.
- NameRequired
- Billable By Default
- Default Hourly Rate
- Is Default
Action
Write
- ProjectRequired
- TaskRequired
- Started TimeRequired
  Enter time in 12h or 24h format. Examples: 14:30 / 2:30pm
- Ended TimeRequired
  You can enter time in 12h or 24h format. Examples: 14:30 / 2:30pm
- Spent DateRequired
  Format: YYYY-MM-DD. Example: 2021-12-02
- Notes
Action
Write
Stop Timer
Stops any running timers
Action
Write
- NameRequired
  Name must exactly match.
Action
Search

Kudos Given
Triggers every time that any Kudos are given to someone in your DailyBot organization.
Trigger
Instant
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- FormRequired
  This Zap will only process responses related to these forms.
Trigger
Instant
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- WorkflowRequired
  Select a workflow you have access to.
Trigger
Instant
Try It
- Check-inRequired
  Select the check-in that you want to run, sending reminders to its current participants.
- Send reminders on your behalf?
  Define whether you want DailyBot to tell the check-in participants that you (this DailyBot API Key owner) are the one asking them to fill out the check-in report.
Action
Write
- Target User
  A DailyBot User that will receive the message. Important: please provide either a target user, or target channel, or both.
- Target Channel
  A chat channel or room where you want to post the message. It depends on the chat integration you are using.
- MessageRequired
  The message you want DailyBot to post to the user or group of people (channel/room). You can use markdown.
Action
Write
- User Name or EmailRequired
  Type the user name or email to find.
Action
Search
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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- NameRequired
- Address
Action
Write
- ClientRequired
- NameRequired
- Code
  Optional. The Project Code identifies your project. You can use any combination of numbers and letters.
- Bill By
- Hourly Rate
  Only used if you bill by Project.
- Budget By
- Budget
  Only used if you budget by Total Project Hours or Fees.
- Notes
Action
Write
- ProjectRequired
- TaskRequired
- HoursRequired
  Enter time in decimal or hh:mm format. Examples: 1.5, 1:30
- Spent DateRequired
  Format: YYYY-MM-DD. Example: 2021-12-02
- Notes
Action
Write
- ProjectRequired
- TaskRequired
- Spent DateRequired
  Format: YYYY-MM-DD. Example: 2021-12-02
- Notes
Action
Write
- NameRequired
  Name must exactly match.
Action
Search
- NameRequired
  Name must exactly match.
Action
Search

How DailyBot + Harvest Integrations Work

Step 1: Authenticate DailyBot and Harvest.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect DailyBot + Harvest

About DailyBot

DailyBot is your team's daily assistant. Put your stand-up meetings, status reports and check-ins on cruise control, save time and increase productivity.

Related categories

Project Management

About Harvest

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

Related categories

Time Tracking Software

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DailyBot + Harvest Integrations

How to connect DailyBot + Harvest

Connect your apps and automate workflows

Form Record Approval Change

Approval status?Required

New Check-In Response Completed

Check-inRequired

New Check-In Response Completed (Deprecated)

Check-inRequired

Give Kudos

Receiver UserRequired

Team Value (UUID)

Kudos Message

Kudos By DailyBot?Required

Run Workflow

Trigger WebHook URLRequired

Event TypeRequired

Secret

Track Activity

Activity Tracking WebHook URLRequired

Event TypeRequired

MessageRequired

Link (URL)

User EmailRequired

Invoice Paid

New Client

New Expense

New Project

New Time Entry

Exclude entries created as running timers?

New User Assignment

Timer Stopped

Create Contact

ClientRequired

First NameRequired

Last Name

Email

Title

Mobile Phone

Office Phone

Fax

Create Task

Project

NameRequired

Billable By Default

Default Hourly Rate

Is Default

Create Time Entry (Start & End Times)

ProjectRequired

TaskRequired

Started TimeRequired

Ended TimeRequired

Spent DateRequired

Notes

Stop Timer

Find Project

NameRequired

Kudos Given

New Form Response Completed

FormRequired

Workflow Completed

WorkflowRequired

Run Check-In

Check-inRequired

Send reminders on your behalf?

Send Message

Target User

Target Channel

MessageRequired

Find User

User Name or EmailRequired

Invoice Sent

New Contact

New Invoice

New Task

New User

Timer Started

Create Client

NameRequired

Address