Harvest + Better Proposals Integrations

How to connect Harvest + Better Proposals

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Supported triggers and actions

What does this mean?

New User Assignment
Triggers when a person is assigned to a project.
Trigger
Scheduled
New Client
Triggers when you add a new client.
Trigger
Scheduled
New Contact
Triggers when you add a new contact.
Trigger
Scheduled
New Invoice
Triggers when you add a new invoice.
Trigger
Scheduled
New Invoice
Triggers when you add a new invoice (with line item support).
Trigger
Scheduled
New Person
Triggers when you add a new person.
Trigger
Scheduled
New Project
Triggers when you add a new project.
Trigger
Scheduled
New Task
Triggers when you add a new task.
Trigger
Scheduled
Harvest
Triggers when a new timesheet entry is created for today.
Scheduled
Trigger
Harvest
Adds a new client.
Scheduled
Action
Harvest
Adds a new contact.
Scheduled
Action
Harvest
Creates a project.
Scheduled
Action
Harvest
Creates and starts a timer for the current day.
Scheduled
Action
Harvest
Stops the timer for the current day (if one is running).
Scheduled
Action
Harvest
Adds a new task.
Scheduled
Action
Harvest
Creates a new timesheet entry for the current day.
Scheduled
Action
Better Proposals
Triggers when a new proposal is created.
Scheduled
Trigger
Better Proposals
Triggers when a proposal is opened.
Scheduled
Trigger
Better Proposals
Triggers when a proposal is paid.
Scheduled
Trigger
Better Proposals
Triggers when a proposal is sent.
Scheduled
Trigger
Better Proposals
Triggers when a proposal is signed.
Scheduled
Trigger
Better Proposals
Creates a new proposal.
Scheduled
Action

How Harvest + Better Proposals Integrations Work

Step 1: Authenticate Harvest and Better Proposals.
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.