Payment Rails + Harvest Integrations
How to connect Payment Rails + Harvest
Zapier lets you send info between Payment Rails and Harvest automatically—no code required.
Popular Payment Rails + Harvest workflows
Create a new Recipient in Payment Rails when a new Person is added in Harvest
Create a new Recipient in Payment Rails when a new Person is added in HarvestAdd new people in Harvest as Payment Rails recipients and email them requesting payout info
Add new people in Harvest as Payment Rails recipients and email them requesting payout info
Payment Status UpdatedTriggers when a payment's status is updated.Trigger- Recipient UpdatedTriggers when a recipient is updated.Trigger
- Create RecipientCreates a new recipient.Action
- Create PaymentCreates a payment.Action
- Request Recipient Payment InformationRequest payment information from a recipient.Action
- Find RecipientFind a recipient by email, name or referenceID.Action
- Find or Create RecipientFind a Recipient or create one if not found.Action
New User AssignmentTriggers when a person is assigned to a project.Trigger- 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
How Payment Rails + Harvest Integrations Work
- Step 1: Authenticate Payment Rails and Harvest.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.
About Payment Rails
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