Popular Payment Rails + Harvest workflows

Our most popular Zap!

• Create a new Recipient in Payment Rails when a new Person is added in Harvest

  

  by Zapier

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  Harvest, Payment Rails

  Harvest + Payment Rails

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  1. 

     When this happens

     Step 1: New Person

  2. 

     Then do this

     Step 2: Create Recipient

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  Create a new Recipient in Payment Rails when a new Person is added in Harvest

  

  by Zapier

  Zapier

  Create a new Recipient in Payment Rails when a new Person is added in Harvest

  Try it

  • 
  • 

  Harvest, Payment Rails

  Harvest + Payment Rails

• Add new people in Harvest as Payment Rails recipients and email them requesting payout info

  

  by Zapier

  Zapier

  Try it

  • 
  • 
  • 

  Harvest, Payment Rails

  Harvest + Payment Rails

  More details

  1. 

     When this happens

     Step 1: New Person

  2. 

     Then do this

     Step 2: Find or Create Recipient

  3. 

     Then do this

     Step 3: Request Recipient Payment Information

  See Zap detailsTry it

  Add new people in Harvest as Payment Rails recipients and email them requesting payout info

  

  by Zapier

  Zapier

  Add new people in Harvest as Payment Rails recipients and email them requesting payout info

  Try it

  • 
  • 
  • 

  Harvest, Payment Rails

  Harvest + Payment Rails

• 

  Payment Status Updated

  Triggers when a payment's status is updated.

  Trigger

  Instant
• 

  Recipient Updated

  Triggers when a recipient is updated.

  Trigger

  Instant
• 

  Create Recipient

  Creates a new recipient.

  Action

  Write
• 

  Create Payment

  Creates a payment.

  Action

  Write
• 

  Request Recipient Payment Information

  Request payment information from a recipient.

  Action

  Write
• 

  Find Recipient

  Find a recipient by email, name or referenceID.

  Action

  Search
• 

  Find or Create Recipient

  Find a Recipient or create one if not found.

  Action

  Search or write
• 

  New User Assignment

  Triggers when a person is assigned to a project.

  Trigger

  Scheduled
• Harvest

  Triggers when you add a new client.

  Scheduled

  Trigger

• Harvest

  Triggers when you add a new contact.

  Scheduled

  Trigger

• Harvest

  Triggers when you add a new invoice.

  Scheduled

  Trigger

• Harvest

  Triggers when you add a new invoice (with line item support).

  Scheduled

  Trigger

• Harvest

  Triggers when you add a new person.

  Scheduled

  Trigger

• Harvest

  Triggers when you add a new project.

  Scheduled

  Trigger

• Harvest

  Triggers when you add a new task.

  Scheduled

  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