Integrate Harvest with Plaid
Appy Pie Connect allows you to automate multiple workflows between Harvest and Plaid
- No code
- No Credit Card
- Lightning Fast Setup
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 Plaid
Plaid helps all companies build fintech solutions by making it easy, safe and reliable for people to connect their financial data to apps and services.
Plaid IntegrationsBest Harvest and Plaid Integrations
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When this happens...
New Project
Then do this...
Create Project
Asana is a great tool to be used as a project management tool. Now it is really easy for you to convert your Harvest data into Asana projects. . Once you've set up this Harvest-Asana integration, Appy Pie Connect will watch your Harvest account and whenever a new project is added to Harvest, it will be automatically added to Asana. This integration will keep your project management apps in sync without any coding.How Does It Work- A project is created in Harvest
- Appy Pie Connect adds a project in Asana
What You Need- Harvest account
- Asana account
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Harvest + Google Sheets
Create a row in Google Sheets spreadsheet for new Harvest time entry Read More...When this happens...
New Timesheet Entry
Then do this...
Create Spreadsheet Row
Use Appy Pie Connect to start automatically uploading new time entries to a Google Sheets spreadsheet if you'd like your Harvest time entries to be sent somewhere else for further analysis or reporting. New time entries from that point on are inserted as new rows in a spreadsheet when you set up this Harvest-Google Sheets link.How It Works- A project is created in Harvest
- Appy Pie Connect adds a new row in a Google Sheets spreadsheet
What You Need- Harvest account
- Google Sheets account
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Harvest + MailChimp
Automatically adds contacts to MailChimp list when they are created in Harvest Read More...When this happens...
New Contact
Then do this...
Add/Update Subscriber
This Connect Flow can be used to build your MailChimp lists automatically by adding anyone who creates a new contact in Harvest. Once you connect your Harvest and MailChimp accounts, all new contacts created in Harvest will be added to your MailChimp list automatically. No more copy and pasting. The benefit of this integration is the easy link to manage leads in your Mailchimp account directly from Harvest.How It Works- A project is created in Harvest
- Appy Pie Connect adds or updates subscribers in Mailchimp
What You Need- Harvest account
- Mailchimp account
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When this happens...
New User Assignment
Then do this...
Create Draft
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Harvest + Gmail
Send Email in Gmail when New User Assignment is created in Harvest Read More...When this happens...
New User Assignment
Then do this...
Send Email
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect Harvest + Plaid without coding knowledge. Start creating your own business flow.
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New Client
Triggers when you add a new client.
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New Contact
Triggers when you add a new contact.
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New Invoice
Triggers when you add a new invoice (with line item support).
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New Invoice
Triggers when you add a new invoice.
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New Person
Triggers when you add a new person.
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New Project
Triggers when you add a new project.
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New Task
Triggers when you add a new task.
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New Timesheet Entry
Triggers when a new timesheet entry is created for today.
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New User Assignment
Triggers when a person is assigned to a project.
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New ItemTriggers when a new item is created.
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Creates Timesheet Entry
Creates a new timesheet entry for the current day.
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Create payment recipient
Create a new payment recipient
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How Harvest & Plaid Integrations Work
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Step 1: Choose Harvest as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Plaid as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Harvest to Plaid.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
