Harvest + Whoz

Create Harvest clients from new Whoz accounts

Whenever a new customer account is created in Whoz, this integration will add a corresponding client in Harvest automatically.

When this happens...
Account Created
Triggers when an account has been created.
TriggerInstant
automatically do this!
Finds a client by name or ID
ActionWrite

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Supported triggers and actions

- Workspace identifierRequired
Trigger
Instant
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- Workspace identifierRequired
Trigger
Instant
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- Workspace identifierRequired
Trigger
Instant
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- Workspace identifierRequired
Trigger
Instant
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- Workspace identifierRequired
Trigger
Instant
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- Workspace IdRequired
- NameRequired
- AliasRequired
- TypeRequired
Action
Write
- Patch dataRequired
- Workspace IdRequired
- Opportunity/Deal Id
- Name
- Owner Id
- Owner External Id
- External Reference
- Billing Type
- Budget
Action
Write

- workspaceIdRequired
- accountIdRequired
Action
Search
Invoice Paid
Triggers when an invoice is fully paid.
Trigger
Scheduled
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New Client
Triggers when a new client is added.
Trigger
Scheduled
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New Expense
Triggers when a new expense is added.
Trigger
Scheduled
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New Project
Triggers when a project is created.
Trigger
Scheduled
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- Exclude entries created as running timers?
Trigger
Scheduled
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New User Assignment
Triggers when a user is assigned to a project.
Trigger
Scheduled
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Timer Stopped
Triggers when a timer is stopped.
Trigger
Scheduled
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Updated Invoice
Triggers when an invoice is updated.
Trigger
Scheduled
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- NameRequired
- Address
Action
Write
- ClientRequired
- NameRequired
- Code
- Bill By
- Hourly Rate
- Budget By
- Budget
- Cost Budget
- Notes
Action
Write
- ProjectRequired
- TaskRequired
- HoursRequired
- Spent DateRequired
- Notes
Action
Write
- ProjectRequired
- TaskRequired
- Spent DateRequired
- Notes
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Invoice IDRequired
Action
Search
- NameRequired
Action
Search

- Workspace identifierRequired
Trigger
Instant
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- Workspace identifierRequired
Trigger
Instant
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- Workspace identifierRequired
Trigger
Instant
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- Workspace identifierRequired
Trigger
Instant
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- Workspace identifierRequired
Trigger
Instant
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- Workspace IdRequired
- MonthRequired
- WorkloadRequired
- Member External IDRequired
Action
Write
- dossier identifierRequired
Action
Search
- member identifierRequired
Action
Search
Invoice Sent
Triggers when an invoice is sent or marked as sent.
Trigger
Scheduled
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New Contact
Triggers when new contact is added.
Trigger
Scheduled
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New Invoice
Triggers when an invoice is created.
Trigger
Scheduled
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New Task
Triggers when a new task is added.
Trigger
Scheduled
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New User
Triggers when a new User is added.
Trigger
Scheduled
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Timer Started
Triggers when a timer is started.
Trigger
Scheduled
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Updated Client
Triggers when a client is updated.
Trigger
Scheduled
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- Exclude entries created as running timers?
Trigger
Scheduled
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- ClientRequired
- First NameRequired
- Last Name
- Email
- Title
- Mobile Phone
- Office Phone
- Fax
Action
Write
- Project
- NameRequired
- Billable By Default
- Default Hourly Rate
- Is Default
Action
Write
- ProjectRequired
- TaskRequired
- Started TimeRequired
- Ended TimeRequired
- Spent DateRequired
- Notes
Action
Write
Stop Timer
Stops any running timers
Action
Write
- Client name
- Client ID
Action
Search
- NameRequired
Action
Search

About Harvest

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

Learn more

Related categories

Time Tracking Software

About Whoz

Whoz boosts services companies results thanks to its unique staffing optimization solution.

Related categories

Project Management

Harvest + Whoz

Create Harvest clients from new Whoz accounts

Account Created

Member Updated

Opportunity Lost

Opportunity Won

Task Created

Create Account

Save Opportunity/Deal

Find Account

Invoice Paid

New Client

New Expense

New Project

New Time Entry

New User Assignment

Timer Stopped

Updated Invoice

Create Client

Create Project

Create Time Entry

Start Timer

API Request (Beta)

Find Invoice

Find Task

Member Created

Opportunity/Deal Created

Opportunity/Deal Updated

Project Created

Task Updated

Set Timesheet Workloads With a CSV File

Find Opportunity/Deal

Find Member

Invoice Sent

New Contact

New Invoice

New Task

New User

Timer Started

Updated Client

Updated Time Entry

Create Contact

Create Task

Create Time Entry (Start & End Times)

Stop Timer

Find Client

Find Project

About Harvest

Related categories

About Whoz

Related categories