WebMerge
When this happens...
HarvestNew Client
Then do this...
WebMergeCreate Document Merge

Harvest is a great tool for creating quotes and invoices, but what if you want other personalized documents for your clients? This Zap will let you automatically create any personalized documents you need in WebMerge anytime you add a client to Harvest.

How it Works

Zapier will watch your Harvest account for new clients. Whenever you add a new client, it'll copy the client info and sent it to WebMerge where it'll be combined with your document templates into personalized documents.

What You Need

  1. A Harvest Account with Client Info
  2. A WebMerge Account with a Document Template check this WebMerge tutorial for more info)

Got that? Then let's get started.

Why Zapier?

Free

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Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect WebMerge + Harvest and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Merged Document

Triggers when a merged/populated document is created.

Create Data Route Merge

Send data to your Data Route URL.

New Project

Triggers when you add a new project.

Create Document Merge

Send data to your Merge URL.

New Task

Triggers when you add a new task.

Create Project

Creates a project.

New Client

Triggers when you add a new client.

Create Task

Adds a new task.

New Invoice

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

Creates Timesheet Entry

Creates a new timesheet entry for the current day.

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Automatically generate PDF and Word DOCX documents merged with data from online web services. Contracts, invoices, applications, tickets, and more - all created dynamically, saving you time and money.

Learn More

Harvest gives you simple time tracking, fast online invoicing, and powerful reporting software. Simplify employee timesheets and billing.

See Harvest Integrations