Harvest + SharePoint Integrations
Appy Pie Connect allows you to automate multiple workflows between Harvest and SharePoint
- No code
- No Credit Card
- Lightning Fast Setup
10 Million man hours saved
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 SharePoint
Sharepoint is an enterprise web-based platform for online project collaboration and communication. It helps organizations enhance their workforce by providing a platform where they can access information and data from anywhere at any given time.
SharePoint IntegrationsBest ways to Integrate Harvest + SharePoint
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SharePoint + Harvest
Creates Timesheet Entry to Harvest from New List in SharePoint Read More...When this happens...
New List
Then do this...
Creates Timesheet Entry
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SharePoint + Harvest
Creates Timesheet Entry to Harvest from New Item Line in SharePoint Read More...When this happens...
New Item Line
Then do this...
Creates Timesheet Entry
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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...
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It's easy to connect Harvest + SharePoint 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 Item Line
Triggers whenever new item created in the list.
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New List
Triggers whenever new list created.
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Creates Timesheet Entry
Creates a new timesheet entry for the current day.
How Harvest & SharePoint 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 SharePoint 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 SharePoint.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Harvest and SharePoint
- Harvest is a bookkeeping software that allows you to record transactions and then create invoices.
- SharePoint is a website hosting service that allows multiple people to access and manage data, documents, and webpages all in one location.
- Harvest has the ability to connect directly with SharePoint. This integration allows for easier and faster data entry. Harvest gives you the option of importing a list of clients from SharePoint or entering them manually. You can also import a list of vendors from SharePoint or enter them manually. You can also give your clients access to their accounts by letting them log into their accounts on SharePoint.
- All of the transactions and information about clients and vendors are stored in an organized fashion in SharePoint. As a result, it is easier to find data and is more easily accessible. You can set up SharePoint so that only certain people have access to certain areas of the site. This way, only the employees who need access will have access.
- Data can be added, edited, or deleted all in one place. This saves time because you do not have to go back and forth between different sites to make changes to your data. Another benefit is that if you accidentally delete data from Harvest, you can restore it from SharePoint if necessary.
- Government regulations require businesses to keep records of all transactions and client information for several years. With SharePoint, you can access this information if necessary at any point in time after uploading it to your site. This means that you do not have to worry about losing important records.
- Using Harvest and SharePoint together makes it easier to organize your business data and to ensure that it is accurate and up-to-date at all times.
- Your business data will be more secure because it is stored in a central location that is designed to protect sensitive information.
- There is less chance of human error because there is no longer a need to keep everything stored on paper or in separate programs. All of the information is kept in one place that is easy to search through.
- The sharing feature for Harvest allows you to share information with other users. This is helpful for communicating with employees who may be out of the office for extended periods of time. It also helps you save time by sending only one document instead of multiple copies to each employee. It also allows you to cplaborate with other team members on projects without having to worry about any conflicts or discrepancies in the data since the information is kept in one place.
The process to integrate Harvest and SendGrid 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.
