Email by Zapier + Harvest

Send outbound emails with Email by Zapier when new clients are added in Harvest

Streamline your communication and improve client relationships with this workflow. Whenever you get a new client in Harvest, an email will be sent via Email by Zapier, saving you time on manual notifications. This efficient automation allows you to focus more on your client engagement, rather than the logistics of your inbox.

When this happens...
New Client
Triggers when a new client is added.
TriggerPolling
automatically do this!
Send Outbound Email
Send up to 5 emails per day on Free or Trial Zapier plans, or up to 10 emails per hour on paid Zapier plans from a custom zapiermail.com address.
ActionWrite

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Supported triggers and actions

Invoice Paid
Triggers when an invoice is fully paid.
Trigger
Polling
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New Client
Triggers when a new client is added.
Trigger
Polling
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New Expense
Triggers when a new expense is added.
Trigger
Polling
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New Project
Triggers when a project is created.
Trigger
Polling
Try It
- Exclude entries created as running timers?
Trigger
Polling
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New User Assignment
Triggers when a user is assigned to a project.
Trigger
Polling
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Timer Stopped
Triggers when a timer is stopped.
Trigger
Polling
Try It

Updated Invoice
Triggers when an invoice is updated.
Trigger
Polling
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- 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
- Setup Directions
Trigger
Instant
Try It

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
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New Task
Triggers when a new task is added.
Trigger
Polling
Try It
New User
Triggers when a new User is added.
Trigger
Polling
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Timer Started
Triggers when a timer is started.
Trigger
Polling
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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
New Inbound Email
Triggers when an email is forwarded to your own custom
Trigger
Instant
Try It
- Zap Id
- Free Test Limitation
- ToRequired
- SubjectRequired
- Body (HTML or Plain)Required
- Attachment
- From Name
- Reply To
- Cc
- Bcc
- Force Linebreaks?
- Enable read receipts?
Action
Write

About Email by Zapier

Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.) Have direct access to your own email servers? Check out our IMAP and SMTP services!

Learn more

Related categories

About Harvest

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

Learn more

Related categories

Time Tracking Software

Related Zap Templates

Send outbound emails with Email by Zapier for new projects in Harvest

Send outbound emails for new expenses in Harvest with Email by Zapier

Email by Zapier + Harvest

Send outbound emails with Email by Zapier when new clients are added 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

New Read Receipt

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

New Inbound Email

Send Outbound Email

About Email by Zapier

Related categories

About Harvest

Related categories

Related Zap Templates

Related Zap Templates