Harvest + Formstack Documents Integrations
How to connect Harvest + Formstack Documents
Zapier lets you send info between Harvest and Formstack Documents automatically—no code required.
Triggers when you add a new client.
Combine multiple files into a single PDF or DOCX.
Popular Harvest + Formstack Documents workflows
Create Personalized Documents in WebMerge From Harvest
Create Personalized Documents in WebMerge From Harvest
New User AssignmentTriggers when a person is assigned to a project.Trigger- New ClientTriggers when you add a new client.Trigger
- New ContactTriggers when you add a new contact.Trigger
- New InvoiceTriggers when you add a new invoice.Trigger
- New InvoiceTriggers when you add a new invoice (with line item support).Trigger
- New PersonTriggers when you add a new person.Trigger
- New ProjectTriggers when you add a new project.Trigger
- New TaskTriggers when you add a new task.Trigger
- 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
- Formstack Documents
Triggers when a merged/populated document is created.
Instant
Trigger
- Formstack Documents
Combine multiple files into a single PDF or DOCX.
Scheduled
Action
- Formstack Documents
Converts a given file to a PDF.
Scheduled
Action
- Formstack Documents
Send data to your Data Route URL.
Scheduled
Action
- Formstack Documents
Send data to your Merge URL.
Scheduled
Action
- Formstack Documents
Extracts the field values from the given PDF file.
Scheduled
Action
How Harvest + Formstack Documents Integrations Work
- Step 1: Authenticate Harvest + Formstack Documents.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.
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