Harvest icon

Harvest Integration

Time tracking and invoicing for agencies — clients, projects, tasks, timesheets, expenses, estimates, invoices, users, and reports. Sync Harvest tasks, statuses, and assignees with chat, CRM, and documentation tools. When Watch Clients fires, automatically continue with Get Client or Get Company.
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  • GDPR
  • Data Encryption
  • 2FA
  • Local Data Region

Supported triggers and actions for Harvest integration

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.

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    Watch ClientsTriggers when a client is created or updated.
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    Watch ExpensesTriggers when an expense is created or updated.
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    Watch InvoicesTriggers when an invoice is created or updated.
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    Watch ProjectsTriggers when a project is created or updated.
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    Watch Time EntriesTriggers when a time entry is created or updated.
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    Get ClientReturns Client.
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    Get CompanyReturns Company.
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    Get ContactReturns Contact.
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    Get Current UserReturns Current User.
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    Get EstimateReturns Estimate.
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    Get Estimate Item CategoryReturns Estimate Item Category.
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    Get ExpenseReturns Expense.
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    Get Expense Categories ReportReturns Expense Categories Report.
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    Get Expense CategoryReturns Expense Category.
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    Get Expense Clients ReportReturns Expense Clients Report.
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    Get Expense Projects ReportReturns Expense Projects Report.
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    Get Expense Team ReportReturns Expense Team Report.
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    Get InvoiceReturns Invoice.
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    Get Invoice Item CategoryReturns Invoice Item Category.
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    Get Invoice Message TemplateReturns Invoice Message Template.

How to integrate Harvest in automation workflow?

3 simple steps to make your Harvest connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.

How Harvest connects and integrates with WEXTL

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].

FieldTypeHelp
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.

Connect Harvest to popular apps on WEXTL

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.

Example automation with Harvest integration

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.

Harvest
Watch Invoices
AgencyZoom
Performs action
OR
AgencyZoom
Triggers
Harvest
Create Invoice Item Category

Demonstration of how visual Harvest automation [6] looks in WEXTL.

Frequently asked questions

Common questions about automating Harvest in your workflows.

Try Harvest on WEXTL®

Claim your 3-day free trial to build Harvest integrations and access every WEXTL® feature.

Cancel anytime.

References

List of sources used to gather information about the Harvest integration.

  1. Harvest integration source code, module specs and credentials implementation.
  2. Internal Harvest integration documentation, structured input and output parameters, scopes, and authentication methods.
  3. Official Harvest vendor API documentation — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
  4. WEXTL® Visual Workflow Builder, anonymized data from our technical support team.
  5. WEXTL® Apps Library
  6. WEXTL® Harvest App Documentation
  7. WEXTL® Workflow Scheduler
  8. WEXTL® HTTP node documentation