Bokio + Harvest

Create invoices and customers in Bokio from new invoices in Harvest

Keep your invoicing data easily up to date across platforms. This Zap automatically creates invoices in Bokio based on the details in new invoices from Harvest. If the customer from the Harvest invoice doesn't already exist in Bokio, it will automatically create that customer as well, with no added clicks or keystrokes.

When this happens...
New Invoice
Triggers when an invoice is created.
TriggerPolling
automatically do this!
Create an Invoice
Create an invoice in Bokio
ActionWrite

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Supported triggers and actions

Invoice Paid
Triggers when an invoice is fully paid.
Trigger
Polling
Try It
New Client
Triggers when a new client is added.
Trigger
Polling
Try It
New Expense
Triggers when a new expense is added.
Trigger
Polling
Try It
New Project
Triggers when a project is created.
Trigger
Polling
Try It
- Exclude entries created as running timers?
Trigger
Polling
Try It

New User Assignment
Triggers when a user is assigned to a project.
Trigger
Polling
Try It
Timer Stopped
Triggers when a timer is stopped.
Trigger
Polling
Try It

Updated Invoice
Triggers when an invoice is updated.
Trigger
Polling
Try It
- NameRequired
- Address
Action
Write
- ClientRequired
- NameRequired
- Code
- Bill By (required)
- Hourly Rate
- Budget By (required)
- Budget
- Cost Budget
- Notes
Action
Write
- ProjectRequired
- TaskRequired
- HoursRequired
- Spent DateRequired
- Notes
Action
Write
- ProjectRequired
- TaskRequired
- Spent DateRequired
- Notes
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Invoice IDRequired
Action
Search
- NameRequired
Action
Search
- NameRequired
- Type of customer
- VAT number
- Organisation number
- Language
- line1
- line2
- city
- postalCode
- country
- name
- phone
- email
- isDefault
Action
Write
- Description
- Item type
- Product type
- Unit tyoe
- Unit Price
- Tax rate
Action
Write
- IdRequired
- currency
- currencyRate
- Invoice date
- Due date
- Description
- Quantity
- Unit Price
- Tax rate
- Product type
- Item type
- Unit type
- customerRef
- Order reference
- Invoice type
- line1
- line2
- city
- postalCode
- country
Action
Write
- ID
Action
Search
- Customer nameRequired
Action
Search
- journalEntryNumberRequired
Action
Search
- Customer nameRequired
- currencyRequired
- currencyRateRequired
- Invoice date
- Due dateRequired
- DescriptionRequired
- Quantity
- Unit price
- Tax rate
- Product type
- Item type
- Unit Type
- customerRefRequired
- Order Reference
- Invoice type
- line1
- line2
- city
- postalCode
- country
Action
Search or write

Invoice Sent
Triggers when an invoice is sent or marked as sent.
Trigger
Polling
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New Contact
Triggers when new contact is added.
Trigger
Polling
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New Invoice
Triggers when an invoice is created.
Trigger
Polling
Try It
New Task
Triggers when a new task is added.
Trigger
Polling
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New User
Triggers when a new User is added.
Trigger
Polling
Try It
Timer Started
Triggers when a timer is started.
Trigger
Polling
Try It
Updated Client
Triggers when a client is updated.
Trigger
Polling
Try It
- Exclude entries created as running timers?
Trigger
Polling
Try It
- ClientRequired
- First NameRequired
- Last Name
- Email
- Title
- Mobile Phone
- Office Phone
- Fax
Action
Write
- Project
- NameRequired
- Billable By Default
- Default Hourly Rate
- Is Default
Action
Write
- ProjectRequired
- TaskRequired
- Started TimeRequired
- Ended TimeRequired
- Spent DateRequired
- Notes
Action
Write
Stop Timer
Stops any running timers
Action
Write
- Client name
- Client ID
Action
Search
- NameRequired
Action
Search
- Invoice IdRequired
- DescriptionRequired
- QuantityRequired
- Unit priceRequired
- Tax RateRequired
- Product type
- Item typeRequired
- Unit Type
Action
Write
- currencyRequired
- currencyRateRequired
- Invoice date
- Due dateRequired
- DescriptionRequired
- Quantity
- Unit price
- Tax rate
- Product type
- Item type
- Unit Type
- customerRefRequired
- Order Reference
- Invoice type
- line1
- line2
- city
- postalCode
- country
Action
Write
- TitleRequired
- DateRequired
- DebitRequired
- CreditRequired
- AccountRequired
Action
Write
- ID
Action
Search
- nameRequired
Action
Search
- idRequired
Action
Search
- nameRequired
- NameRequired
- Type of customer
- VAT number
- Organisation number
- Language
- line1
- line2
- city
- postalCode
- country
- phone
- email
- isDefault
Action
Search or write

About Bokio

Bokio is an accounting software platform which offers digital bookkeeping, invoicing, and financial management tools to help simplify accounting processes.

Related categories

Accounting

About Harvest

Simple time tracking software and powerful reporting that helps your team thrive.

Learn more

Related categories

Time Tracking Software

Bokio + Harvest

Create invoices and customers in Bokio from new invoices in Harvest

Invoice Paid

New Client

New Expense

New Project

New Time Entry

New User Assignment

Timer Stopped

Updated Invoice

Create Client

Create Project

Create Time Entry

Start Timer

API Request (Beta)

Find Invoice

Find Task

Create a Customer

Create an Item

Update Invoice

Get All Journal Entries

Get Draft Invoice by Customer Name

Get Journal Entry

Find or create invoice draft for customer

Invoice Sent

New Contact

New Invoice

New Task

New User

Timer Started

Updated Client

Updated Time Entry

Create Contact

Create Task

Create Time Entry (Start & End Times)

Stop Timer

Find Client

Find Project

Add Line Item to Invoice

Create an Invoice

Create a Journal Entry

Get All Invoices

Get Customer

Get Invoice by InvoiceId

Find or Create Customer

About Bokio

Related categories

About Harvest

Related categories