Harvest + HoneyBook

Harvest + HoneyBook integrations

Create new Harvest clients from newly booked HoneyBook projects

Organize your client management by connecting HoneyBook and Harvest. With this workflow, when a new project is booked in HoneyBook, it'll create a corresponding client in Harvest. Save time on data entry, get an organized client list, and streamline your project booking system with this simple yet effective automation.

When this happens...
New Project BookedTriggers when a project is booked (an agreement/proposal signed or retainer paid).
TriggerInstant
automatically do this!
Create ClientCreates a Client
ActionWrite

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More things you can do with HoneyBook and Harvest

Discover other triggers and actions you can use with HoneyBook and Harvest

Client Created
Triggers when a new client is created in HoneyBook.
Trigger
Instant
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- Note
Trigger
Instant
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New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
Trigger
Instant
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- Client Full Name
  Required
- Client Email
  Required
- Phone Number
- Project Type
- Project Date
- Project Details
- Project Budget
Action
Write
Invoice Paid
Triggers when an invoice is fully paid.
Trigger
Polling
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New Client
Triggers when a new client is added.
Trigger
Polling
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New Expense
Triggers when a new expense is added.
Trigger
Polling
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New Project
Triggers when a project is created.
Trigger
Polling
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- Exclude entries created as running timers?
Trigger
Polling
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New User Assignment
Triggers when a user is assigned to a project.
Trigger
Polling
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Timer Stopped
Triggers when a timer is stopped.
Trigger
Polling
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Updated Invoice
Triggers when an invoice is updated.
Trigger
Polling
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- 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

Meeting Scheduled
Trigger when a meeting is scheduled or changed
Trigger
Instant
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New Payment Paid
Triggers when any payment is successfully paid by the client (including manual payments).
Trigger
Instant
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Project Stage Changed
Triggers when a project manually or automatically changes its stage.
Trigger
Instant
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- Full Name
  Required
- Email
  Required
- Address
- Phone Number
Action
Write
Invoice Sent
Triggers when an invoice is sent or marked as sent.
Trigger
Polling
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New Contact
Triggers when new contact is added.
Trigger
Polling
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New Invoice
Triggers when an invoice is created.
Trigger
Polling
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New Task
Triggers when a new task is added.
Trigger
Polling
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New User
Triggers when a new User is added.
Trigger
Polling
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Timer Started
Triggers when a timer is started.
Trigger
Polling
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Updated Client
Triggers when a client is updated.
Trigger
Polling
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- 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

About Harvest

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

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Related categories

Time Tracking Software

About HoneyBook

HoneyBook is the leading client-flow platform independent businesses use to showcase services, book clients, manage projects, and get paid.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Create new HoneyBook projects from new Harvest projects

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Create new HoneyBook projects from new Harvest projects