Select Harvest in workflow
Pick Harvest app in the workflow builder [4] - just one click to select the app.
Triggers can detect changes in Harvest and run actions that can create, search or modify data inside Harvest automatically [3] — exactly how you set them.
3 simple steps to make your Harvest connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.
Pick Harvest app in the workflow builder [4] - just one click to select the app.
When prompted, authorize access to Harvest in WEXTL once. Harvest credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].
WEXTL wants to integrate with your Harvest account. Approve?
Build your workflow with Harvest yourself or with WEXTL® AI Builder. Connect Harvest to any available integrations [5], or use HTTP node to go beyond them.
Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Harvest app is called in workflows. That allows your project management automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Harvest supports.
The following table illustrates what fields Harvest integration require during authorization flow inside our workflow builder [4].
Demonstration of Harvest connection step inside WEXTL Workflow Builder [4].
| Field | Type | Help |
|---|---|---|
Client ID | text | Harvest ID → Developers → OAuth2 application → Client ID. Optional if platform common.clientId is registered. |
Client Secret | password | OAuth2 application client secret. |
Account IDRequired | text | account ID to use (Harvest-Account-Id header). Required even when OAuth scope lists multiple accounts. |
Enter a name of the other app you want to sync with Harvest below. Click on selected app to explore integration options with Harvest. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.
Select Watch Invoices trigger from Harvest - this will be a starting point in your automation. Whenever event happens in Harvest, workflow will start [7] from Watch Invoices node.
Search for Create Invoice Item Category, connect it as the next step of integration sequence. You can use filters between Watch Invoices and Create Invoice Item Category, so only important data pass from Watch Invoices to the next step. WEXTL gives you full control over the process of Harvest automation. All parts of workflow are visible on the canvas [4].
Harvest on WEXTL has 119 modules for building project management automations. Explore Harvest documentation for more.
Demonstration of how visual Harvest automation [6] looks in WEXTL.
Common questions about automating Harvest in your workflows.
List of sources used to gather information about the Harvest integration.