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Ever wish your workflow could be more efficient? Zapier lets you create custom integrations between Harvest and thousands of other tools. These integrations can help you automate your workflow so you spend less time on dreary manual tasks and more time on the work that matters.
What is Zapier and how does it work?
Zapier is an automation tool that connects your favorite apps, like Harvest, to automate repetitive tasks without needing to code or rely on developers to build the integration.
- Integrate Harvest with other tools: Choose from thousands of preexisting integrations between Harvest and other tools. They’re quick to set up and don’t require any coding, so you can start automating routine tasks with minimal work.
- Create custom automations: If you need an integration that isn’t currently offered in Zapier, you can create one of your own. This gives you the flexibility to create automations that work for your team’s specific workflow.Integrate Harvest with other tools.
Setting up your Harvest Zap
- Sign up for a Zapier account
- If you're new to Zapier, sign up for a free account at zapier.com.
- Connect your Harvest account
- Navigate to the "My Apps" section in Zapier.
- Click on “Connect a new account” and search for Harvest.
- Follow the prompts to authorize Zapier to access your Harvest account.
- Create a Zap
- Click the “Make a Zap” button.
- Choose Harvest as your Trigger app and select a Trigger event (e.g., New Time Entry).
- Authenticate your Harvest account if you haven’t done so already.
- Set up action steps
- Choose an Action app (e.g., Google Sheets, Slack) and select an Action event (e.g., Create Spreadsheet Row).
- Connect and authenticate the Action app if needed.
- Test your Zap
- Test the Zap to ensure it works as expected.
- Once successful, name your Zap and turn it on.
Popular workflows
Troubleshooting
- Connection Issues: Ensure that your Harvest account is active and you have the correct permissions for Zapier.
- Data Not Transferring: Check if your Zap is turned on and that all steps are configured correctly.
Need more help?
If you need more help, you can visit the Zapier Help Center or contact Harvest Support for specific questions about your account.
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