Harvest Integration
Connect Harvest to Arahi's no-code AI agents and automate workflows in minutes.
About the Harvest integration
Online Time Tracking and Invoicing Software With Arahi AI, you can connect Harvest to bexio, ERPNext, Invoice Ninja and 1,500+ other apps using AI-powered workflows. No coding required — set up triggers, actions, and intelligent automation in minutes.
- Category
- Accounting & Finance
- Authentication
- oauth
Harvest automation use cases
- Invoice chasing sequences
- Send escalating email + SMS reminders for overdue Harvest invoices until payment lands.
- Expense receipt routing
- Capture receipts from email or Slack and push to Harvest with category and project pre-tagged.
- Monthly close checklist
- Turn monthly Harvest close into a tracked checklist with reminders and ownership across the team.
- Revenue recognition digest
- Digest Harvest revenue activity weekly — invoiced, recognized, deferred — for the finance lead.
Harvest workflow examples
- Create Harvest clients from HubSpot deals
Kick off project accounting the moment a deal closes by running Create Client in Harvest with company name, billing contact, and rate card pulled from the HubSpot deal record.
When a HubSpot deal closes won, call Create Client in Harvest with deal data.
- Send Harvest invoices from Stripe payments
Tie accounts receivable to cash in by calling Create Invoice Payment in Harvest for every matching Stripe charge, reconciling paid status and reducing duplicate manual entries.
When a Stripe charge succeeds, call Create Invoice Payment in Harvest.
- Post Harvest invoices to Slack finance
Keep finance looped in by running Create Invoice Message and posting every new Harvest invoice number, client, amount, and due date into a Slack channel for real-time AR tracking.
When Harvest generates an invoice, post its number and amount to Slack finance.
Harvest actions
- Create Client
- Tool to create a new client. use after gathering client details to register a new client in harvest.
- Create Client Contact
- Tool to create a new client contact. use when you need to add a contact under an existing client. call after you've retrieved or confirmed the client id.
- Create Estimate
- Tool to create a new estimate. use after gathering client and line item details.
- Create Estimate Item Category
- Tool to create a new estimate item category in harvest. use after deciding to categorize line items within an estimate.
- Create Estimate Message
- Tool to create a new message for an estimate. use when you have an estimate id and want to send a message or run an event (send, accept, decline, re-open) on the estimate.
- Create Expense
- Tool to create a new expense entry. use when recording costs against projects. ensure either units or total cost is provided.
- Create Invoice
- Tool to create a new invoice. use when you have gathered all invoice details and need to bill a client in harvest.
- Create Invoice Item Category
- Tool to create a new invoice item category. use after you have decided on the category name to register it in harvest.
- Create Invoice Message
- Tool to create a new message for an invoice. use after confirming the invoice id when you need to notify a client with invoice details.
- Create Invoice Payment
- Tool to create a new payment on an invoice. use when recording a payment against an existing invoice.
- Create Project
- Tool to create a new project. use after confirming the client exists.
- Create Task
- Tool to create a new task. use after identifying task details to register it in harvest.
- Create Time Entry
- Tool to create a new time entry. use when logging hours for a project by specifying start/end times or duration.
- Create User
- Tool to create a new user. use after gathering user details to invite them to harvest.
- Delete Client
- Tool to delete a client. use when you need to remove a client that has no associated projects, invoices, or estimates. call after confirming the client id exists and has no dependent resources.
- Delete Client Contact
- Tool to delete a client contact. use when you need to remove a contact that is no longer relevant. call after confirming the contact id exists.
- Delete Estimate
- Tool to delete an estimate. use when you need to remove an estimate that is no longer needed. call after confirming the estimate id exists and has no dependent resources.
- Delete Estimate Message
- Tool to delete an estimate message. use when you need to remove a message from an estimate. call after confirming estimate id and message id are correct.
- Delete Invoice
- Tool to delete an invoice. use when you need to remove an invoice that has no associated payments. call after confirming the invoice id exists.
- Delete Invoice Item Category
- Tool to delete an invoice item category. use when you need to remove an obsolete or incorrect invoice item category. call after confirming the invoice item category id exists.
- Delete Invoice Message
- Tool to delete a message from an invoice. use when you need to remove a specific message that is no longer relevant. call after confirming the invoice id and message id.
- Delete Invoice Payment
- Tool to delete an invoice payment. use when you need to remove a payment from an invoice after confirming payment details.
- Delete Project
- Tool to delete a project. use when you need to remove a project and all its associated time entries and expenses; invoices remain intact. call after confirming the project id exists.
- Delete Task
- Tool to delete a task. use when you need to remove a task that has no associated time entries. call after confirming the task id exists and has no dependent time entries.
- Delete Time Entry
- Tool to delete a time entry. use when removing an existing time entry that is deletable (not closed or on archived projects/tasks). call after confirming the time entry id exists.
- Delete User
- Tool to delete a user. use when you need to remove a user that has no associated time entries or expenses. call after confirming the user id exists and has no dependent time entries or expenses.
- Get Client
- Tool to retrieve a specific client by id. use when you need details of a client before invoicing or reporting.
- Get Client Contact
- Tool to retrieve a specific client contact. use when you have client id and contact id to fetch and verify contact details.
- Get Company Info
- Tool to retrieve information about the authenticated user's company. use after authentication to fetch company settings for display or configuration.
- Get Estimate
- Tool to retrieve a specific estimate by id. use after confirming the estimate id. example: \
- Get Invoice
- Tool to retrieve a specific invoice by id. use when you need the full details of an invoice after selecting or creating it. example: 'get invoice with id 13150378.'
- Get Project
- Tool to retrieve a specific harvest project by id. use when you have a project id and need its details.
- Get Task
- Tool to retrieve a specific task by id. use when you have a task id and need its detailed information.
- Get Time Entry
- Tool to retrieve a single time entry by id. use when you have a specific time entry id and need its full details.
- Get User
- Tool to retrieve a specific user by id. use after obtaining a valid user id (for example via list users). example: \
- List Client Contacts
- Tool to list client contacts. use when you need to retrieve contacts with optional filtering and pagination.
- List Clients
- Tool to list clients. use when you need to retrieve a paginated list of clients from harvest. ensure you have a valid access token in metadata before calling.
- List Estimate Messages
- Tool to list messages for an estimate. use after obtaining an estimate id to retrieve associated messages, supports pagination and filtering by update time.
- List Expense Categories
- Tool to list expense categories. use when you need to retrieve a paginated list of expense categories, optionally filtering by active status or last update timestamp.
- List Invoice Item Categories
- Tool to retrieve invoice item categories. use when you need to fetch a paginated list of invoice item categories in harvest.
- List Invoice Messages
- Tool to list messages associated with a given invoice. use when you need to retrieve invoice messages with optional filtering by update time and pagination.
- List Invoice Payments
- Tool to retrieve payments for a specific invoice. use when you need to list all payments applied to an invoice after confirming the invoice exists.
- List Invoices
- Tool to list invoices. use when you need to retrieve invoices filtered by client, project, date range, or state. example: 'list invoices for client 5735776 from 2023-01-01 to 2023-01-31.'
- List projects
- Tool to list projects. use when you need to retrieve a paginated list of projects from harvest. ensure a valid access token is present in metadata before calling.
- List Tasks
- Tool to list tasks. use when you need to retrieve a paginated list of tasks from harvest. ensure you have a valid access token in metadata before calling.
- List Time Entries
- Tool to retrieve a list of time entries. use when you need to fetch tracked hours with filters or date ranges for reporting or invoicing. example: \
- List Users
- Tool to list users. use when you need to retrieve a paginated list of users from harvest.
- Update Client
- Tool to update an existing client. use after retrieving client details to modify its properties. supports partial updates; omit fields to leave them unchanged.
- Update Client Contact
- Tool to update a client contact. use when you have a contact id and need to modify its details.
- Update Company Info
- Tool to update information about the company. use to modify company settings such as name, timezone, or formatting options. use after obtaining current settings to apply changes.
- Update Estimate
- Tool to update an existing estimate. use when you need to modify specific fields of an estimate; omit parameters to leave other fields unchanged.
- Update Estimate Item Category
- Tool to update an estimate item category. use after retrieving the category to change its name.
- Update Expense
- Tool to update an existing expense. use after retrieving an expense to modify project, category, date, cost, or delete a receipt; omit fields to leave unchanged.
- Update Invoice
- Tool to update an existing invoice. use after retrieving invoice details to modify its fields. supports partial updates; omit fields to leave unchanged.
- Update Project
- Tool to update an existing project. use when you need to modify one or more fields of a project by its id. invoke after confirming the project id and desired changes.
- Update Task
- Tool to update an existing task. use after retrieving task details to modify its attributes such as name, billing defaults, or status. supports partial updates; omit fields to leave them unchanged.
- Update Time Entry
- Tool to update an existing time entry. use after retrieving the entry to adjust hours, notes, project, or task details. supports partial updates; omit fields to leave unchanged.
- Update User
- Tool to update an existing user. use when you need to modify a user's profile or settings after confirming the user id.