STEP 1
Connect Autotask PSA and Harvest
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Autotask PSA and Harvest Integration
Build project management workflows between Autotask PSA and Harvest on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
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Learn about Autotask PSA and Harvest
Detailed info you need to know about Autotask PSA and Harvest integrations in WEXTL. Explore which modules apps support and how you connect them.
Autotask PSA
Manages tickets, projects, time entries, resources, and customer relationships for Autotask PSA users. [5]
How to connect Autotask PSA to Harvest
Set up your Autotask PSA and Harvest integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Autotask PSA and Harvest nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Autotask PSA and Harvest. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Autotask PSA and Harvest work in WEXTL?
WEXTL exposes actions and triggers for Autotask PSA and Harvest that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Harvest triggersAutotask PSA actions
Harvest modules
- Create ClientCreates a new client.
- Create ContactCreates a new contact.
- Create EstimateCreates a new estimate.
- Create Estimate Item CategoryCreates a new estimate item category.
- Create Estimate MessageCreates a new estimate message.
- Create ExpenseCreates a new expense.
- Create Expense CategoryCreates a new expense category.
- Create InvoiceCreates a new invoice.
- Create Invoice Item CategoryCreates a new invoice item category.
- Create Invoice MessageCreates a new invoice message.
- Create Invoice PaymentCreates a new invoice payment.
- Create ProjectCreates a new project.
- Create RoleCreates a new role.
- Create TaskCreates a new task.
- Create Task AssignmentCreates a new task assignment.
- Create Time EntryCreates a new time entry.
- Create UserCreates a new user.
- Create User AssignmentCreates a new user assignment.
- Create User Billable RateCreates a new user billable rate.
- Create User Cost RateCreates a new user cost rate.
- Delete ClientDeletes an existing client.
- Delete ContactDeletes an existing contact.
- Delete EstimateDeletes an existing estimate.
- Delete Estimate Item CategoryDeletes an existing estimate item category.
- Delete Estimate MessageDeletes an existing estimate message.
- Delete ExpenseDeletes an existing expense.
- Delete Expense CategoryDeletes an existing expense category.
- Delete InvoiceDeletes an existing invoice.
- Delete Invoice Item CategoryDeletes an existing invoice item category.
- Delete Invoice MessageDeletes an existing invoice message.
- Delete Invoice PaymentDeletes an existing invoice payment.
- Delete ProjectDeletes an existing project.
- Delete RoleDeletes an existing role.
- Delete TaskDeletes an existing task.
- Delete Task AssignmentDeletes an existing task assignment.
- Delete Time EntryDeletes an existing time entry.
- Delete Time Entry External ReferenceDeletes an existing time entry external reference.
- Delete UserDeletes an existing user.
- Delete User AssignmentDeletes an existing user assignment.
- Get ClientReturns Client.
- Get CompanyReturns Company.
- Get ContactReturns Contact.
- Get Current UserReturns Current User.
- Get EstimateReturns Estimate.
- Get Estimate Item CategoryReturns Estimate Item Category.
- Get ExpenseReturns Expense.
- Get Expense Categories ReportReturns Expense Categories Report.
- Get Expense CategoryReturns Expense Category.
- Get Expense Clients ReportReturns Expense Clients Report.
- Get Expense Projects ReportReturns Expense Projects Report.
Autotask PSA modules
- Add Ticket NoteAdds a note to a ticket.
- Create CompanyCreates a new company.
- Create ContactCreates a new contact.
- Create ContractCreates a new contract.
- Create OpportunityCreates a new opportunity.
- Create ProductCreates a new product.
- Create ProjectCreates a new project.
- Create SubscriptionCreates a new subscription.
- Create TicketCreates a new ticket.
- Create Time EntryCreates a new time entry.
- Get CompanyReturns a single company by ID.
- Get ContactReturns a single contact by ID.
- Get ContractReturns a single contract by ID.
- Get CountryReturns a single country by ID.
- Get CurrencyReturns a single currency by ID.
- Get DepartmentReturns a single department by ID.
- Get InvoiceReturns a single invoice by ID.
- Get OpportunityReturns a single opportunity by ID.
- Get ProductReturns a single product by ID.
- Get ProjectReturns a single project by ID.
- Get ResourceReturns a single resource by ID.
- Get RoleReturns a single role by ID.
- Get SubscriptionReturns a single subscription by ID.
- Get TicketReturns a single ticket by ID.
- Get Time EntryReturns a single time entry by ID.
- List CompaniesRetrieves a list of companies.
- List Company AttachmentsRetrieves a list of attachments for a company.
- List Company ContactsRetrieves a list of contacts for a company.
- List Company NotesRetrieves a list of notes for a company.
- List ContactsRetrieves a list of contacts.
- List ContractsRetrieves a list of contracts.
- List CountriesRetrieves a list of countries.
- List CurrenciesRetrieves a list of currencies.
- List DepartmentsRetrieves a list of departments.
- List InvoicesRetrieves a list of invoices.
- List OpportunitiesRetrieves a list of opportunities.
- List ProductsRetrieves a list of products.
- List Project PhasesRetrieves a list of phases for a project.
- List Project TasksRetrieves a list of tasks for a project.
- List ProjectsRetrieves a list of projects.
- List ResourcesRetrieves a list of resources.
- List RolesRetrieves a list of roles.
- List SubscriptionsRetrieves a list of subscriptions.
- List Ticket AttachmentsRetrieves a list of attachments for a ticket.
- List Ticket NotesRetrieves a list of notes for a ticket.
- List TicketsRetrieves a list of tickets.
- List Time EntriesRetrieves a list of time entries.
- Make an API CallPerforms an arbitrary authorized API call.
- Update CompanyUpdates an existing company.
- Update ContractUpdates an existing contract.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Autotask PSA and Harvest integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Autotask PSA and Harvest.
Connect your Autotask PSA and Harvest accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Harvest's "Watch Clients" fires, WEXTL can "Add Ticket Note" in Autotask PSA. Autotask PSA has 54 actions (including Add Ticket Note, Create Company, and Create Contact); Harvest has 114 actions (including Create Client, Create Contact, and Create Estimate). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Autotask PSA-to-Harvest automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Autotask PSA (or Harvest) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Autotask PSA + Harvest automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Autotask PSA and Harvest integration.
- Autotask PSA and Harvest integration source code, module specs and credentials implementation.
- Our Autotask PSA and Harvest integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Autotask PSA and Harvest — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Autotask PSA integration information
- Harvest integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library