Harvest + SmartSuite

Create new SmartSuite records for every new client in Harvest

Streamline your client management process using this workflow. As soon as you add a new client in Harvest, a corresponding record is created in SmartSuite. This ensures all your client information is accurately mirrored across both platforms, reducing the possibility of errors and saving you time. An ideal solution for businesses looking to manage their client details more efficiently.

When this happens...
New Client
Triggers when a new client is added.
TriggerPolling
automatically do this!
Create Record
Triggers when new record is created.
ActionWrite

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Supported triggers and actions

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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- NameRequired
- Address
Action
Write
- ClientRequired
- NameRequired
- Code
- Bill By (required)
- Hourly Rate
- Budget By (required)
- Budget
- Cost Budget
- Notes
Action
Write
- ProjectRequired
- TaskRequired
- HoursRequired
- Spent DateRequired
- Notes
Action
Write
- ProjectRequired
- TaskRequired
- Spent DateRequired
- Notes
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Invoice IDRequired
Action
Search
- NameRequired
Action
Search
- SolutionRequired
- TableRequired
Trigger
Instant
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- SolutionRequired
Action
Write
- SolutionRequired
- TableRequired
- RecordRequired
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
Try It
- Exclude entries created as running timers?
Trigger
Polling
Try It
- ClientRequired
- First NameRequired
- Last Name
- Email
- Title
- Mobile Phone
- Office Phone
- Fax
Action
Write
- Project
- NameRequired
- Billable By Default
- Default Hourly Rate
- Is Default
Action
Write
- ProjectRequired
- TaskRequired
- Started TimeRequired
- Ended TimeRequired
- Spent DateRequired
- Notes
Action
Write
Stop Timer
Stops any running timers
Action
Write
- Client name
- Client ID
Action
Search
- NameRequired
Action
Search
- SolutionRequired
- TableRequired
Trigger
Instant
Try It
- SolutionRequired
- TableRequired
Action
Write
- SolutionRequired
Action
Write

About Harvest

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

Learn more

Related categories

Time Tracking Software

About SmartSuite

SmartSuite is transforming how organizations get work done by providing a collaborative Work Management platform that enables teams to plan, track and manage workflows - whether it be a project, an ongoing process or routine everyday tasks.

Related categories

Productivity

Related Zap Templates

Send Harvest invoices and create records in SmartSuite instantly

Create new SmartSuite records from new Harvest time entries

Create records in SmartSuite for new invoices in Harvest

Harvest + SmartSuite

Create new SmartSuite records for every new client in Harvest

Invoice Paid

New Client

New Expense

New Project

New Time Entry

New User Assignment

Timer Stopped

Updated Invoice

Create Client

Create Project

Create Time Entry

Start Timer

API Request (Beta)

Find Invoice

Find Task

Update Record

Find a Record in SmartSuite

Update Record

Invoice Sent

New Contact

New Invoice

New Task

New User

Timer Started

Updated Client

Updated Time Entry

Create Contact

Create Task

Create Time Entry (Start & End Times)

Stop Timer

Find Client

Find Project

Create Record

Create Record

Find Many Records (As Line Items) in SmartSuite

About Harvest

Related categories

About SmartSuite

Related categories

Related Zap Templates

Related Zap Templates