How to connect Saasu + Harvest
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- New ContactTriggers when a new contact is created.Trigger
- New InvoiceTriggers when a new invoice is created.Trigger
- Create ContactCreates a new contact.Action
- Create Item InvoiceCreates a new invoice using the Item layout and inventory items.Action
- Create Service InvoiceCreates a new invoice using the service layout.Action
- Find ContactFind a contactAction
- Find or Create ContactFind or Create ContactAction
- 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 Saasu + Harvest Integrations Work
- Step 1: Authenticate Saasu 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.
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