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Harvest + SharePoint Integrations

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

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 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 Integrations

Best Harvest and SharePoint Integrations

  • Harvest Asana

    Harvest + Asana

    Create projects in Asana from new Harvest projects Read More...
    When this happens...
    Harvest 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
  • Harvest Google Sheets

    Harvest + Google Sheets

    Create a row in Google Sheets spreadsheet for new Harvest time entry Read More...
    When this happens...
    Harvest 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
  • Harvest MailChimp

    Harvest + MailChimp

    Automatically adds contacts to MailChimp list when they are created in Harvest Read More...
    When this happens...
    Harvest New Contact
     
    Then do this...
    MailChimp 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
  • Harvest MailChimp

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

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

It's easy to connect Harvest + SharePoint 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 Item Line

    Triggers whenever new item created in the list.

  • New List

    Triggers whenever new list created.

    Actions

How Harvest & SharePoint Integrations Work

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

    (30 seconds)

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

    (10 seconds)

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

    (30 seconds)

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

    (10 seconds)

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

    (2 minutes)

  6. 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.

  • Integration of Harvest and SharePoint
    • 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.

  • Benefits of Integration of Harvest and SharePoint
    • 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.