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.
TriggerScheduled
automatically do this!
Create Record
Triggers when new record is created.
ActionWrite

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Supported triggers and actions

What does this mean?

Invoice Paid
Triggers when an invoice is fully paid.
Trigger
Scheduled
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New Client
Triggers when a new client is added.
Trigger
Scheduled
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New Expense
Triggers when a new expense is added.
Trigger
Scheduled
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New Project
Triggers when a project is created.
Trigger
Scheduled
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- Exclude entries created as running timers?
Trigger
Scheduled
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New User Assignment
Triggers when a user is assigned to a project.
Trigger
Scheduled
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Timer Stopped
Triggers when a timer is stopped.
Trigger
Scheduled
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Updated Invoice
Triggers when an invoice is updated.
Trigger
Scheduled
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- NameRequired
- Address
Action
Write
- ClientRequired
- NameRequired
- Code
- Bill By
- Hourly Rate
- Budget By
- Budget
- Cost Budget
- Notes
Action
Write
- ProjectRequired
- TaskRequired
- HoursRequired
- Spent DateRequired
- Notes
Action
Write
- ProjectRequired
- TaskRequired
- Spent DateRequired
- Notes
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- 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
Scheduled
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New Contact
Triggers when new contact is added.
Trigger
Scheduled
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New Invoice
Triggers when an invoice is created.
Trigger
Scheduled
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New Task
Triggers when a new task is added.
Trigger
Scheduled
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New User
Triggers when a new User is added.
Trigger
Scheduled
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Timer Started
Triggers when a timer is started.
Trigger
Scheduled
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Updated Client
Triggers when a client is updated.
Trigger
Scheduled
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- Exclude entries created as running timers?
Trigger
Scheduled
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- 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 Help

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.

Help

Related categories

Productivity

Related Zap Templates

Send Harvest invoices and create records in SmartSuite instantly

Create new SmartSuite records from new Harvest time entries

Harvest + SmartSuite

Create new SmartSuite records for every new client in Harvest

Invoice Paid

New Client

New Expense

New Project

New Time Entry

Exclude entries created as running timers?

New User Assignment

Timer Stopped

Updated Invoice

Create Client

Address

Create Project

Code

Bill By

Hourly Rate

Budget By

Budget

Cost Budget

Notes

Create Time Entry

Notes

Start Timer

Notes

API Request (Beta)

Query String Parameters

Headers

Additional Request Headers

Body

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

Exclude entries created as running timers?

Create Contact

Last Name

Email

Title

Mobile Phone

Office Phone

Fax

Create Task

Project

Billable By Default

Default Hourly Rate

Is Default

Create Time Entry (Start & End Times)

Notes

Stop Timer

Find Client

Client name

Client ID

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