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Set up your first integration
Quickly connect Harvest to Microsoft Outlook with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Harvest with Microsoft Outlook - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Invoice Paid" from Harvest.
Add your action
An action happens after the trigger—such as "Add Attendees to Calendar Event" in Microsoft Outlook.
You’re connected!
Zapier seamlessly connects Harvest and Microsoft Outlook, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Invoice Paid
Triggers when an invoice is fully paid.
Try ItTriggerPolling - New Client
Triggers when a new client is added.
Try ItTriggerPolling - New Expense
Triggers when a new expense is added.
Try ItTriggerPolling - New Project
Triggers when a project is created.
Try ItTriggerPolling
- Invoice Sent
Triggers when an invoice is sent or marked as sent.
Try ItTriggerPolling - New Contact
Triggers when new contact is added.
Try ItTriggerPolling - New Invoice
Triggers when an invoice is created.
Try ItTriggerPolling - New Task
Triggers when a new task is added.
Try ItTriggerPolling
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Practical ways you can use Harvest and Microsoft Outlook
Get notified of invoice payments in Outlook.
As soon as an invoice is paid in Harvest, Zapier will send you an email notification through Microsoft Outlook. This keeps you updated on your income without needing to manually check your Harvest account, saving time and ensuring you never miss key payments.
Business OwnerEnsure the marketing calendar reflects new tasks.
Help your team stay on top of campaign activities by synchronizing your task management and calendar. When a new task is added in Harvest, Zapier can create a corresponding event in Microsoft Outlook, ensuring no task falls through the cracks.
Marketing & Marketing OpsTrack time entries in an Outlook calendar event.
Keep your project management calendar updated with tracked time. When a new time entry is created in Harvest, Zapier can automatically add it as an event in your Microsoft Outlook calendar. This ensures your schedule reflects work logged for better time management and reporting.
Project ManagementLearn how to automate Harvest on the Zapier blog
Learn how to automate Microsoft Outlook on the Zapier blog
Frequently Asked Questions about Harvest + Microsoft Outlook integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Harvest and Microsoft Outlook
How do I set up an integration between Harvest and Microsoft Outlook?
To integrate Harvest with Microsoft Outlook, you need to use a third-party tool like Zapier. You can create a 'Zap' that connects these two platforms. Triggers in Outlook, such as receiving an email or scheduling an event, can lead to actions in Harvest, like creating a new time entry or task.
What triggers are available when integrating Harvest with Microsoft Outlook?
When integrating Harvest with Microsoft Outlook, available triggers include receiving a new email, adding a new contact, or scheduling an event in your calendar. These triggers can be used to automate actions in Harvest.
What kind of actions can be automated in Harvest using Microsoft Outlook triggers?
Outlook triggers such as calendar events or received emails can automate actions like creating timesheet entries or generating new projects in Harvest. This streamlines workflow by reducing manual data entry.
Can I automatically log time in Harvest when a meeting is scheduled in Outlook?
Yes, by setting up the appropriate trigger-action workflow. When an event is scheduled on the Outlook calendar, you can create a corresponding time entry automatically in Harvest.
Is it possible to add clients from Outlook contacts directly into Harvest?
By using a trigger like adding a new contact on Microsoft Outlook, you can set an action to add this contact as a client in Harvest. This helps maintain consistency across platforms without needing duplicate entries.
How does updating my calendar events on Outlook affect my tasks on Harvest?
Updating calendar events on Outlook will not directly affect tasks in Harvest unless configured through integration automation. You can establish specific workflows where changes in your schedule update corresponding tasks or entries in Harvest.
Are there any limitations when integrating Microsoft Outlook with Harvest?
While integration covers many functions like time tracking and contact management, some specific features may require additional setup or manual intervention beyond standard trigger-action workflows available through platforms like Zapier.