Harvest + Streak Integrations

How to connect Harvest + Streak

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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
Streak
Triggers when a Box is moved between Pipelines.
Instant
Trigger
Streak
Triggers when a box changes Stage.
Instant
Trigger
Streak
Triggers when a Field on a Box is updated.
Instant
Trigger
Streak
Triggers when the counter for emails received on a box changes.
Instant
Trigger
Streak
Triggers when a Comment is made on a Box in a Pipeline.
Instant
Trigger
Streak
Triggered when a contact is updated.
Instant
Trigger
Streak
Triggered when a new box is created.
Instant
Trigger
Streak
Triggered when a new contact is created.
Instant
Trigger
Streak
Triggers when a Task is completed.
Instant
Trigger
Streak
Triggers when a Task is created.
Instant
Trigger
Streak
Triggers when a Task becomes due, but it not yet completed.
Instant
Trigger
Streak
Checks for an existing contact based on email address. Creates a new contact or updates the existing contact and adds the contact to a specified box.
Scheduled
Action
Streak
Checks for an existing organization based on website. Creates a new organization or updates the existing organization and adds the organization to a specified box.
Scheduled
Action
Streak
Create a new box.
Scheduled
Action
Streak
Create a comment on a box.
Scheduled
Action
Streak
Create a new Task on a Box.
Scheduled
Action
Streak
Edit fields, stage, assigned to, name and notes on an existing box.
Scheduled
Action
Streak
Edit a task by providing box key and task text or by providing a task key.
Scheduled
Action
Streak
Retrieve a file by providing the file key.
Scheduled
Action
Streak
Gets a full unified thread given a thread key.
Scheduled
Action
Streak
Link multiple boxes together.
Scheduled
Action
Streak
Create a new Meeting or Call Log on a box.
Scheduled
Action
Streak
Update a contact by providing a contact key.
Scheduled
Action
Streak
Find a box by name, key, or fuzzy query.
Scheduled
Action
Streak
Searches for an existing contact by contact key, box key, or other information (like email address).
Scheduled
Action
Streak
Searches for an existing organization.
Scheduled
Action
Streak
Find or Create Box
Scheduled
Action
Streak
Find or Create Box
Scheduled
Action

How Harvest + Streak Integrations Work

Step 1: Authenticate Harvest and Streak.
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.