?>

Autotask + Harvest Integrations

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

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.

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.

Harvest Integrations
Harvest Alternatives

Connect the apps you use everyday and find your productivity super-powers.

  • Toggl Toggl
  • Time Doctor Time Doctor
  • RescueTime RescueTime

Best Autotask and Harvest Integrations

  • Autotask MailChimp

    Autotask + MailChimp

    Create or update Mailchimp subscribers from Autotask contacts Read More...
    When this happens...
    Autotask New Contact
     
    Then do this...
    MailChimp Add/Update Subscriber

    Working with multiple apps can get complicated, especially when you have to manage multiple customer contacts across these apps. However, thanks to automation services like Appy Pie Connect, it can get much easier for you! Use this integration and manage your customer contacts like never before. Once active, we will watch your Autotask account for you and whenever a new contact is added to it, Appy Pie Connect will automatically create a new subscriber or update an existing one on your Mailchimp.

    How this works
    • A new contact is added to Autotask
    • Appy Pie Connect adds or updates a subscriber to your Mailchimp account
    What You Need
    • An Autotask account
    • A Mailchimp account
  • Autotask Google Sheets

    Autotask + Google Sheets

    Add new Autotask accounts to a Google Sheets spreadsheet Read More...
    When this happens...
    Autotask New Account
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Do you manage the accounts in your Autotask CRM with spreadsheets? Well, now you can automate the manual process by connecting your Autotask to Google Sheet with Appy Pie Connect. Once you enable this connect flow, every new account created in Autotask will automatically be added to a Google Sheets spreadsheet. Then you can do all of your follow-ups, make notes, and add attachments from inside this Google Sheet.
    How This Autotask-Google Sheets Integration Works
    • A new Account is found on your Autodesk account
    • Appy Pie Connect adds that Account's information to a row in Google Sheet
    What You Need
    • Autotask
    • Google Sheets
  • Autotask Microsoft Dynamics CRM

    Autotask + Microsoft Dynamics CRM

    Add every new Autotask account to Microsoft Dynamics CRM Read More...
    When this happens...
    Autotask New Account
     
    Then do this...
    Microsoft Dynamics CRM Create Account
    Do you love saving time and getting work done without wasting a minute of your day? Then we've got a treat for you! This connect flow will automatically create an account in Microsoft Dynamics CRM for every new account created in Autotask. The best part is that you can use the provided form fields to add important information right away, like their name and email address, which will already be added to the account when it's created.
    How This Autotask-Microsoft Dynamics Integration Works
    • A new Account is added to Autodesk
    • Appy Pie Connect adds that Account's information to Microsoft Dynamics CRM
    What You Need
    • Autotask
    • Microsoft Dynamics CRM
  • Autotask Asana

    Harvest + Asana

    Create projects in Asana from new Harvest projects Read More...
    When this happens...
    Autotask New Project
     
    Then do this...
    Asana 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
  • Autotask Google Sheets

    Harvest + Google Sheets

    Create a row in Google Sheets spreadsheet for new Harvest time entry Read More...
    When this happens...
    Autotask New Timesheet Entry
     
    Then do this...
    Google Sheets 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
  • Autotask Google Sheets

    {{item.triggerAppName}} + {{item.actionAppName}}

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

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

    Triggers
  • 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 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 Ticket

    Triggers when a ticket is updated.

  • Updated Time Entry

    Triggers when a Time Entry is updated.

  • 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.

    Actions
  • 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 Autotask & Harvest Integrations Work

  1. Step 1: Choose Autotask as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Autotask with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Harvest as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Harvest with Appy Pie Connect.

    (2 minutes)

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

Integration of Autotask and Harvest

Autotask is an online project management software that provides customer service to businesses. It contains many features such as taking notes, scheduling appointments, sending emails to clients, tracking the work progress and deploying tasks. On the other hand, Harvest is a time tracking system that allows users to track their hours on different projects. Harvest also allows users to send reports to clients, track their hours and create invoices.This article will compare and contrast both companies by discussing their features, benefits and limitations.

Autotask is a software that focuses on improving efficiency and productivity in the workforce. It has many features such as taking notes, scheduling appointments, sending emails to clients, tracking the work progress and deploying tasks. In addition, Autotask contains an online calendar and an email program to ensure the work can be done as efficiently as possible. Therefore, Autotask helps businesses manage their client’s affairs and make sure they are prepared for their appointments.Autotask also has many benefits. For example, it allows you to manage your staff’s schedule so that they are more efficient in completing their duties. Also, Autotask makes sure that all your client’s needs are taken care of immediately because you can keep track of the work progress with this system. Furthermore, Autotask takes notes of important meetings so that they can be referred to later.In addition, Autotask also has some limitations. For instance, it may not be able to solve all the problems concerning your business because its features may not be suitable for your business needs. Another limitation of Autotask is that it does not have an invoice system and you may have to pay for a separate invoice system should you want one.

Harvest is a simple time tracking system that allows users to track their hours on different projects. Harvest also allows users to send reports to clients, track their hours and create invoices. This makes Harvest suitable for businesses that need help in managing their timesheet.Therefore, Harvest is beneficial because it saves time when working on a project. For example, if you are a company that needs 10 hours of work from its employees to complete a project in two weeks, with Harvest, you can easily calculate how much time each employee spends on the job and send them reports accordingly. Hence, Harvest ensures that the job is done in time and saves time for both the employers and the employees.Besides that, Harvest enables employees to work more efficiently because it allows them to track their hours accurately and make sure they do not overwork themselves. For instance, if an employee works for 50 hours every week, with Harvest he or she knows exactly how many hours he or she has worked in a particular week and can inform his superiors if he or she needs some rest in order to maintain his or her health.Another benefit of Harvest is that it is easy to use. For example, the system allows you to set up multiple projects at once so that you do not have to set up a new project every time you start a new project. Moreover, the system also allows you to add records quickly so that you do not have to spend time on adding information manually.Furthermore, Harvest may allow you to get rid of some old paperwork because it has an invoice system built in which can be sent to clients directly through email. Hence, Harvest saves time and effort by allowing you to create invoices easily through the system and reducing paper usage as well.However, there are limitations of Harvest as well. For example, since this system was designed mainly for task management, it may not be suitable for small businesses that do not require task management because the cost is expensive for them. In addition, Harvest does not have calendar features like Autotask does which means it cannot be used as an online calendar. Also, there are reports that say Harvest is sometimes slow because it does not have good hardware setup

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