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Use Harvest when you need to manage tracked work, billing, or client records in a workflow. You can create, look up, and update core records like clients, projects, tasks, time entries, and invoices.

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Configuration

Before you configure this step, connect Harvest in Integrations for your workspace using the sign-in flow. If no active connection is available, the step shows a warning with a link to Integrations instead of the account selector.

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Arguments form

When you select an action, the Arguments section renders a form driven by the action’s input schema. Fields that refer to existing records include dropdown pickers. Switch to the Raw JSON tab when you prefer to write the full arguments object by hand. Changes in either tab stay in sync.

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Common actions

Destructive actions, such as deleting records, are not available in the workflow action picker.

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Output

This step stores the Harvest response as the step output. The shape of the response depends on the action. Use the full output reference in later steps:

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Example

  1. Open Integrations and connect Harvest if you have not already done that.
  2. Add a Harvest step to your workflow.
  3. Select a connected account in Authentication.
  4. Choose Create Client in Action.
  5. Fill in the required fields. Use Insert Variable to reference an earlier step’s output for any field value.
  6. Click Run in the step header to test the action, then review the returned payload in Output.

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Use cases

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Log billable work

  1. Get Project
  2. Get Task
  3. Create Time Entry

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Create a client project

  1. Create Client
  2. Create Project
  3. Update Project

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Draft an invoice

  1. Get Client
  2. Create Invoice
  3. Update Invoice

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Notes

  • This step depends on a connected Harvest integration in your workspace.
  • The workflow action picker shows a curated set of actions. Agents with the Harvest tool can use more of them.
  • The sign-in screen may show third-party authorization branding.

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Using Harvest as an Agent Tool

You can also add Harvest as a tool in the Agent Editor. Open the agent, click Add tool, and select Harvest. In the tool settings panel, choose the connected account the agent should use. The agent calls Harvest actions when they are relevant to the conversation. See also: Integrations, Creating and Editing, and Testing and Iteration