Harvest

Add a new client record to your Harvest account with billing address, currency, and rate settings.

Provision a new client in Harvest via the general API endpoint, supporting all optional fields including payment terms and notes.

Remove a client record from Harvest, typically after confirming the account has been offboarded and all invoices are settled.

Add a billing contact person to an existing Harvest client so invoices and communications reach the right person.

Fetch full details of a single Harvest client by ID, including billing currency, payment terms, and active status.

Spin up a new billable or non-billable project in Harvest with budget, billing method, and client association configured from the start.

Retrieve the full list of Harvest clients, optionally filtered by active status, for use in reporting or cross-tool syncs.

Define a new billable task type in Harvest that team members can log time against within any project.

Modify an existing Harvest client's billing details, address, currency, or active status to reflect account changes.

Log a time entry by duration against a project and task in Harvest, supporting notes and spend-date specification.

Fetch your Harvest company's account details, including base currency, plan, and account ID, for use in reporting workflows.

Log a time entry with explicit start and end timestamps — ideal for integrations with calendar or scheduling systems that provide exact time ranges.

Add a named contact person to an existing Harvest client record, including their email, phone, and title.

Begin a running timer in Harvest for the current day, tying it to a specific project and task so hours accumulate in real time.

Remove a contact person from a Harvest client record when they leave the account or the GDPR erasure obligation requires it.

Halt the currently running Harvest timer for the authenticated user, finalising the elapsed hours for that time entry.

Retrieve a single Harvest contact's full details by ID, including email, phone, and title, for use in communications or syncs.

List every contact across all Harvest clients to power audits, syncs, or bulk communication campaigns.

Search Harvest clients by name and return the first match, ideal for looking up a client ID before creating linked objects.

Modify an existing Harvest contact's email, phone, title, or name to reflect personnel changes at a client company.

Search Harvest invoices and return a matching record by client or number, useful for status checks and payment reconciliation.

Generate a Harvest estimate with line items, tax rates, and expiry date — ready to send to a client for approval before work begins.

Search Harvest projects by name or client and return a matching record, useful for resolving project IDs dynamically in multi-step workflows.

Remove a Harvest estimate that was created in error, superseded by a revised quote, or declined by the client.

Fires when a Harvest invoice's status changes to Paid, signalling that a client payment has been received and recorded.

Fires when a Harvest invoice is dispatched to the client, enabling downstream follow-up scheduling and CRM updates.

Fires when a new client record is created in Harvest, enabling onboarding workflows across CRM, project management, and communication tools.

Fires when a new billing contact is added to a Harvest client, triggering CRM sync and welcome communication workflows.

Fires when a new expense is logged in Harvest, triggering approval requests and billable-expense flagging workflows.

Fires when a new Harvest invoice is created — whether manually or by automation — enabling downstream finance and CRM workflows before it is sent.

Fires when a new project is created in Harvest, enabling cross-tool project setup in ClickUp, Notion, Slack, and communication platforms.

Fires when a new task type is defined in Harvest, enabling rate-card sync and project setup automation workflows.

Fires each time a time entry is logged in Harvest, enabling real-time budget monitoring and project utilisation tracking.

Fires when a new user is added to your Harvest account, enabling cross-tool provisioning and onboarding workflows.