Harvest Integration — Automate Harvest with AI on Beauto
Harvest is a time-tracking and invoicing tool designed for teams and freelancers, helping them log billable hours, manage projects, and streamline payments
Category: time tracking software, proposal & invoice management · 57 actions available
What you can automate with Harvest
Beauto connects Harvest with 900+ other apps so you can build AI-powered workflows in minutes. Trigger automations from Harvest events, enrich Harvest data with AI, or sync Harvest with the rest of your stack — without writing code.
- Sync Harvest data with Gmail, Slack, Notion, HubSpot, Google Sheets, and more
- Trigger AI agents on new Harvest events and route the output anywhere
- Schedule recurring Harvest tasks — daily reports, cleanups, or bulk updates
- Use natural language to describe the workflow; Beauto builds it for you
Harvest actions Beauto supports
- 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 — Creates a new message for an invoice in Harvest. Use this to send invoice notifications to clients, create draft messages, or change invoice states (close/reopen). Requires a valid invoice ID. The invoice must be in the
- Create Invoice Payment — Tool to create a new payment on an invoice. Use when recording a payment against an existing invoice.
- Create Project — Create a new project in Harvest. A project is a container for tracking time, expenses, and invoices for a specific client engagement. Required: You must provide a valid client_id (use list_clients or create_client first)
- Create Task — Creates a new task in Harvest. Tasks are reusable activity types (e.g., \
- 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 — Creates a new user in Harvest and sends an invitation email to the specified address. Use this action to add team members to your Harvest account. You can specify their role, permissions, rates, and whether they are empl
- 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 — Permanently deletes a client contact from Harvest. Use when you need to remove a contact that is no longer relevant. Requires Administrator or Manager permissions. The deletion cannot be undone, so verify the contact_id
- 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 — Delete an invoice from Harvest. Removes the specified invoice permanently. Requires Administrator or Manager permissions with invoice editing access.
- Delete Invoice Item Category — Tool to delete an invoice item category from Harvest. Returns 200 OK on success with no response body. Important: Deletion is only possible if both use_as_service and use_as_expense are false. Categories actively used fo
- 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 — Retrieves a specific client by ID from Harvest. Use this to get detailed information about a client including their name, active status, address, currency, and timestamps. Returns complete client details needed for invoi
- Get Company Info — Retrieves detailed information about the company associated with the authenticated Harvest account. This endpoint returns comprehensive company settings including: - Basic information (name, domain, active status) - Time
- 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 — Lists all messages associated with a specific estimate in Harvest. Returns messages sorted by creation date (most recent first). Use this tool when you need to: - View communication history for an estimate - Check what m
- 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.