Harvest + Teamwork

Create new Teamwork companies from new Harvest clients

Streamline your client management process with this workflow. Whenever you add a new client in Harvest, a company is immediately created in Teamwork. This effortless connection not only saves you time but ensures consistent data across your business applications, making your project management tasks more efficient.

Streamline your client management process with this workflow. Whenever you add a new client in Harvest, a company is immediately created in Teamwork. This effortless connection not only saves you time but ensures consistent data across your business applications, making your project management tasks more efficient.

  1. When this happens...
    HarvestHarvest
    New Client

    Triggers when a new client is added.

    TriggerScheduled
  2. automatically do this!
    TeamworkTeamwork
    Create Company

    Creates a new company.

    ActionWrite
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Supported triggers and actions

  • Harvest triggers, actions, and search

    Invoice Paid

    Triggers when an invoice is fully paid.

    Trigger
    Scheduled
    Try It
  • Harvest triggers, actions, and search

    New Client

    Triggers when a new client is added.

    Trigger
    Scheduled
    Try It
  • Harvest triggers, actions, and search

    New Expense

    Triggers when a new expense is added.

    Trigger
    Scheduled
    Try It
  • Harvest triggers, actions, and search

    New Project

    Triggers when a project is created.

    Trigger
    Scheduled
    Try It
  • Harvest triggers, actions, and search

    Invoice Sent

    Triggers when an invoice is sent or marked as sent.

    Trigger
    Scheduled
    Try It
  • Harvest triggers, actions, and search

    New Contact

    Triggers when new contact is added.

    Trigger
    Scheduled
    Try It
  • Harvest triggers, actions, and search

    New Invoice

    Triggers when an invoice is created.

    Trigger
    Scheduled
    Try It
  • Harvest triggers, actions, and search

    New Task

    Triggers when a new task is added.

    Trigger
    Scheduled
    Try It
harvest logo
harvest logo

About Harvest

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

Related categories

  • Time Tracking Software
teamwork logo
teamwork logo

About Teamwork

Teamwork is an easy-to-use online teamwork & project management software application that helps managers, staff and clients work together more productively online.
Learn more

Related categories

  • Project Management

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