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Harvest + Autotask Integrations

Appy Pie Connect allows you to automate multiple workflows between Harvest and Autotask

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Harvest

Harvest is a cloud-based time tracking tool designed for businesses of all sizes. The solution provides timesheet and invoicing features for small businesses and freelancers. Key features include time and expense management, team management, project management, scheduling and invoicing.

About Autotask

Autotask provides an IT business management tool that combines RMM, service desk, CRM, projects, time, billing, reporting, and more. It has the ability to integrate all the features you may need to meet your specific business requirements.

Autotask Integrations
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Best ways to Integrate Harvest + Autotask

  • Harvest Autotask

    Harvest + Autotask

    Create Account to Autotask from New User Assignment in Harvest Read More...
    Close
    When this happens...
    Harvest New User Assignment
     
    Then do this...
    Autotask Create Account
  • Harvest Autotask

    Harvest + Autotask

    Create Ticket to Autotask from New User Assignment in Harvest Read More...
    Close
    When this happens...
    Harvest New User Assignment
     
    Then do this...
    Autotask Create Ticket
  • Harvest Autotask

    Harvest + Autotask

    Create Time Entry to Autotask from New User Assignment in Harvest Read More...
    Close
    When this happens...
    Harvest New User Assignment
     
    Then do this...
    Autotask Create Time Entry
  • Harvest Autotask

    Harvest + Autotask

    Create Contact to Autotask from New User Assignment in Harvest Read More...
    Close
    When this happens...
    Harvest New User Assignment
     
    Then do this...
    Autotask Create Contact
  • Harvest Autotask

    Harvest + Autotask

    Create Ticket Note to Autotask from New User Assignment in Harvest Read More...
    Close
    When this happens...
    Harvest New User Assignment
     
    Then do this...
    Autotask Create Ticket Note
  • Harvest {{item.actionAppName}}

    Harvest + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Harvest + Autotask in easier way

It's easy to connect Harvest + Autotask without coding knowledge. Start creating your own business flow.

    Triggers
  • New Client

    Triggers when you add a new client.

  • New Contact

    Triggers when you add a new contact.

  • New Invoice

    Triggers when you add a new invoice (with line item support).

  • New Invoice

    Triggers when you add a new invoice.

  • New Person

    Triggers when you add a new person.

  • New Project

    Triggers when you add a new project.

  • New Task

    Triggers when you add a new task.

  • New Timesheet Entry

    Triggers when a new timesheet entry is created for today.

  • New User Assignment

    Triggers when a person is assigned to a project.

  • New Account

    Triggers whenever a new Account is added.

  • New Appointment

    Triggers whenever a new appointments is added.

  • New Configuration Item

    Triggers when a new Configuration Item is found.

  • New Holiday

    Triggers whenever a new holiday is added.

  • New Invoice

    Triggers whenever a new invoice is added.

  • New Item Or Service

    Triggers whenever a new item/service is added.

  • New Opportunity

    Triggers whenever a new opportunity is added.

  • New Project

    Triggers when a new Project is found.

  • New Task

    Triggers when a new Task is found.

  • New Ticket

    Triggers when a new Ticket is found.

  • New Time Entry

    Triggers when a new Time Entry is found.

  • New Todos

    Triggers whenever a new account todos is added.

  • New or Updated Contact

    Triggers whenever a new or updated Contact is found.

  • New or Updated Ticket Note

    Triggers when a ticket note is updated or created.

  • Service Call

    Trigger if a service call was created/setup

  • Updated Account

    Triggers when an Account is updated.

  • Updated Task

    Triggers when a updated task is found.

  • Updated Ticket

    Triggers when a ticket is updated.

  • Updated Time Entry

    Triggers when a Time Entry is updated.

    Actions
  • Creates Timesheet Entry

    Creates a new timesheet entry for the current day.

  • Create Account

    Creates an account.

  • Create Appointment

    Creates an appointment.

  • Create Contact

    Creates a contact.

  • Create Opportunity

    Creates a opportunity.

  • Create Ticket

    Creates a ticket.

  • Create Ticket Note

    Creates a ticket note.

  • Create Time Entry

    Creates a Time Entry.

  • Create ToDo

    Creates a ToDo.

  • Update Opportunity

    Updates an opportunity.

  • Update Ticket

    Updates a ticket.

How Harvest & Autotask Integrations Work

  1. Step 1: Choose Harvest as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Autotask as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Harvest to Autotask.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Harvest and Autotask

In today’s world, there is a great demand for customer service. The best companies in the world have a strong customer service. In order to help customers, companies need a good customer management system. Harvest and Autotask are two different companies that provide customer services to companies. Harvest and Autotask integrate their systems to increase customer services. This paper will discuss the integration of Harvest and Autotask as well as the benefits of the integration.

Harvest and Autotask provide different features for customer service. Harvest is an online time tracking software. It allows users to track time from their computers, mobile devices, and tablets. Users can monitor their time from one location. As a result, they can see how much time they spend on a project. They can also monitor individual employees’ hours and expenses.

Harvest’s clients include companies such as General Electric, Thomson Reuters, and IBM. When a client uses Harvest, it creates a client portal for them to view their time data. Harvest also provides clients with reports about the time they spend on projects. It also helps clients analyze projects by time cost, number of hours worked, employee names, date range, etc.

Autotask is an IT management spution that helps IT departments manage their IT services. It supports different business types including SMBs (small-medium businesses), IT services providers, and global enterprises. It also supports different technpogies including cloud applications, on premise applications, and SaaS (Software as a Service. Autotask helps these business types with its application lifecycle management (ALM. feature.

ALM helps with project management. It tracks projects throughout their life cycles. It also helps manage project costs and schedules. Other features of Autotask include service desk automation, change management automation, issue automation, compliance automation, etc.

Integration of Harvest and Autotask helps both companies increase customer service. Harvest’s integration with Autotask helps IT departments schedule their workload. They can also plan projects by using Harvest’s time tracking feature. Harvest automatically schedules activities based on past events and work history. As a result, IT departments can complete projects on time with help from Harvest.

On the other hand, Autotask’s integration with Harvest helps Harvest users be more productive. They can access important files quickly through Autotask’s file sharing feature. They can also gain access to company documents through Autotask’s document storage feature. Integration of Harvest and Autotask helps both companies improve customer service for their clients.

The process to integrate Harvest and Autotask may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.