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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Document" from DocuGenerate.

Add your action

An action happens after the trigger—such as "Create Client" in Harvest.

You’re connected!

Zapier seamlessly connects DocuGenerate and Harvest, automating your workflow.

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.

- Template
  Required
Trigger
Polling
Try It
- Template
  Required
- Name
- Format
- Merge PDFs
Action
Write
Invoice Paid
Triggers when an invoice is fully paid.
Trigger
Polling
Try It
New Client
Triggers when a new client is added.
Trigger
Polling
Try It
New Expense
Triggers when a new expense is added.
Trigger
Polling
Try It

New Project
Triggers when a project is created.
Trigger
Polling
Try It
- Exclude entries created as running timers?
Trigger
Polling
Try It

New User Assignment
Triggers when a user is assigned to a project.
Trigger
Polling
Try It
Timer Stopped
Triggers when a timer is stopped.
Trigger
Polling
Try It
Updated Invoice
Triggers when an invoice is updated.
Trigger
Polling
Try It
- Name
  Required
- Address
Action
Write
- Client
  Required
- Name
  Required
- Code
- Bill By (required)
- Hourly Rate
- Budget By (required)
- Budget
- Cost Budget
- Notes
Action
Write
- Project
  Required
- Task
  Required
- Hours
  Required
- Spent Date
  Required
- Notes
Action
Write
- Project
  Required
- Task
  Required
- Spent Date
  Required
- Notes
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Invoice ID
  Required
Action
Search
- Name
  Required
Action
Search

New Template
Triggers when a new template is created.
Trigger
Polling
Try It
- File
  Required
- File Name
  Required
Action
Write
Invoice Sent
Triggers when an invoice is sent or marked as sent.
Trigger
Polling
Try It
New Contact
Triggers when new contact is added.
Trigger
Polling
Try It
New Invoice
Triggers when an invoice is created.
Trigger
Polling
Try It
New Task
Triggers when a new task is added.
Trigger
Polling
Try It
New User
Triggers when a new User is added.
Trigger
Polling
Try It
Timer Started
Triggers when a timer is started.
Trigger
Polling
Try It
Updated Client
Triggers when a client is updated.
Trigger
Polling
Try It
- Exclude entries created as running timers?
Trigger
Polling
Try It
- Client
  Required
- First Name
  Required
- Last Name
- Email
- Title
- Mobile Phone
- Office Phone
- Fax
Action
Write
- Project
- Name
  Required
- Billable By Default
- Default Hourly Rate
- Is Default
Action
Write
- Project
  Required
- Task
  Required
- Started Time
  Required
- Ended Time
  Required
- Spent Date
  Required
- Notes
Action
Write
Stop Timer
Stops any running timers
Action
Write
- Client name
- Client ID
Action
Search
- Name
  Required
Action
Search

For AI agents & developers

Use DocuGenerate and Harvest with AI agents and code

Beyond Zap workflows. Call DocuGenerate and Harvest actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose DocuGenerate and Harvest actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Generate Document
Create Client

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger DocuGenerate and Harvest actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* docugenerate / harvest action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect DocuGenerate 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

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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

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Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Harvest on the Zapier blog

Make work flow with AI

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About DocuGenerate

DocuGenerate is a tool to automatically generate high-quality PDF documents from Word templates and various data sources.

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Related categories

Documents

About Harvest

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

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