Asana
Harvest
Quickbooks Online
Slack

Asana + Harvest + Slack + Quickbooks Online integration

Automate client onboarding, project setup, expense tracking, time tracking, and payment tracking across Asana, Harvest, Slack, and Quickbooks Online.

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Popular automation
Trigger
Customer is created
in Quickbooks Online
Actions
Create client
in Harvest
Create project from template
in Asana
Send channel message
in Slack

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Ready Workflows Ready Workflows   for Asana + Harvest + Quickbooks Online + Slack integration

Set up new clients and projects, log expenses and time, track paid invoices, and alert your team, all in just one click.

Trigger
Customer is created
in Quickbooks Online
Actions
Create client
in Harvest
Create project from template
in Asana
Send channel message
in Slack

Set up Harvest, Asana and Slack when a new Quickbooks Online customer is added

When a new customer lands in Quickbooks Online, Harvest, Asana and Slack get set up for the project kickoff.
Onboarding a new client usually means copying their details into several tools by hand. This workflow creates the client in Harvest for time tracking, builds a delivery board from a template in Asana, and posts the kickoff in Slack. Nothing gets missed, and the team can start work on day one.
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Trigger
Customer is created
in Quickbooks Online
Actions
Create client
in Harvest
Create project from template
in Asana
Create channel
in Slack
Trigger
Customer is created
in Quickbooks Online
Actions
C
Generate personalized client onboarding summary and channel description
in ChatGPT
Create client
in Harvest
Create project from template
in Asana
Send channel message
in Slack

Write a ChatGPT onboarding briefing for each new Quickbooks Online customer, then set up Harvest, Asana and Slack

New Quickbooks Online customers get a written briefing in Slack, plus a Harvest client and Asana project.
Raw customer details from accounting software do not tell a delivery team much. This workflow uses ChatGPT to turn them into a short onboarding briefing. It then creates the client in Harvest, builds the Asana project, and posts the briefing in Slack for the team to read before the first call.
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Trigger
Client is added
in Harvest
Actions
Create customer
in Quickbooks Online
Create project
in Asana
Send channel message
in Slack
Trigger
Project is created
in Asana
Actions
Create project
in Harvest
Search customer by name
in Quickbooks Online
Create estimate
in Quickbooks Online
Send channel message
in Slack

Create a Harvest project and a Quickbooks Online estimate when a new Asana project starts, then tell your account managers on Slack

A new Asana project gets a matching Harvest project and a Quickbooks Online estimate for the client.
Quotes often get written after work has already started. This workflow creates a matching Harvest project as soon as an Asana project begins, finds the client in Quickbooks Online, and drafts an estimate. Account managers hear about it in Slack straight away.
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Trigger
Expense is added
in Harvest
Actions
Create expense
in Quickbooks Online
Create task
in Asana
Send channel message
in Slack
Trigger
Expense is added
in Harvest
Actions
F
Continue only if expense amount is greater than 500
in Filter
Create expense
in Quickbooks Online
Create task
in Asana
Send channel message
in Slack
Trigger
Timesheet entry is created
in Harvest
Actions
Create time activity
in Quickbooks Online
Create a time tracking entry for task
in Asana
Send direct message
in Slack
Trigger
Invoice is paid
in Harvest
Actions
Create payment
in Quickbooks Online
Create task
in Asana
Send channel message
in Slack

Enter each Harvest invoice payment in Quickbooks Online, create a closeout task in Asana and celebrate on Slack

A paid Harvest invoice is entered in Quickbooks Online, with a closeout task in Asana and a Slack shout-out.
After a payment comes in, someone still has to update the accounts and start the wrap-up work. This workflow enters the payment in Quickbooks Online, creates a project closure and asset delivery task in Asana, and posts the news in Slack. Revenue and delivery both move forward without a reminder.
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More ways to automate your
Asana + Harvest + Quickbooks Online + Slack workflow

Connect 1,500+ apps and get more done from your workflows.

Collect the payment
After Quickbooks Online creates an estimate, Stripe or PayPal can take the client's payment. Money comes in faster, and the team can see who has paid.
Text the approver
For expenses over 500, Twilio can send a text message to the approver as well as the Slack alert. Leadership hears about it even when they are away from their desk.
Draft project updates
Once a project is set up, ChatGPT or Claude can draft a weekly update from the Asana tasks. Clients get a clear note without anyone writing it from scratch.
Create client folders
When a new Asana project starts, Google Drive or Dropbox can create a shared folder for the client. Everyone knows where to upload briefs and final files.
Email progress updates
When an Asana task is completed, Gmail can send the client a short progress note. Clients hear about progress without waiting for a call.
Report income by client
Each paid invoice from Quickbooks Online can be added to Google Sheets. Owners can see income by client without opening the accounting software.

How the data usually flows between Asana, Harvest, Quickbooks Online and Slack

See how information moves automatically from your accounting software through your time tracker and project board to your team's chat.

Quickbooks Online
Quickbooks Online
The moment a customer is added in your accounting software, the workflow starts. Nobody has to copy their details into other tools by hand.
New customer
Harvest
Harvest
The same client appears in your time tracker. The team can log hours against them from day one.
Time tracking ready
Asana
Asana
A project is built from your template in Asana. The team has tasks and a clear plan waiting for them.
Project set up
Slack
Slack
Everyone sees the kickoff in Slack and can start asking questions straight away. Work begins without waiting for a status meeting.
Team kicks off
ai-icon
Fully Automated
Once set up, your data moves seamlessly
between Asana, Harvest, Quickbooks Online and Slack.
Asana
Harvest
Quickbooks Online
Slack
One continuous flow, Zero extra effort.
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Steps to connect Asana, Harvest, Quickbooks Online and Slack

  1. Log in to Integrately
  2. Search and select Asana and Harvest
  3. Pick a ready 1-click automation or select the desired trigger-action pair
  4. Securely connect your Asana & Harvest accounts
  5. Add Quickbooks Online & Slack in the next steps of your workflow
  6. Map the fields across all four apps
  7. Test it, then switch it on Done
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Supported triggers and actions

A trigger is what starts the automation. An action is what it does next. Mix any of these across the three apps.

Asana
Asana Triggers & Actions
Tag is added to task in Asana
Triggers the automation when a tag is added
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Task is created in Asana
Triggers the automation when a new task is created
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Task is created in project in Asana
Triggers the automation when a new task is created in a project
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Task is completed in Asana
Triggers the automation when any task is completed
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Task is updated in project in Asana
Triggers the automation when a task is updated in the project
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Subtask is added in Asana
Triggers the automation when a subtask is added
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Task is updated in Asana
Triggers the automation when any task is updated
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Project is created in Asana
Triggers the automation when a new project is created
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Stories is added on task in Asana
Triggers the automation when a story is added to a task
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Team is created in Asana
Triggers the automation when a new team is created
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Tag is created in Asana
Triggers the automation when a tag is added
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User is created in Asana
Triggers the automation when a new user is created
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Workspace/Organization is created in Asana
Triggers the automation when a new workspace or organization is created
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Instant
Particular task field is updated in Asana
Triggers the automation when a task field is updated
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Create task in Asana
Creates a new task
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Update task in Asana
Updates the task with new information or changes
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Search task in Asana
Searches for a task
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Get Task by ID in Asana
Retrieves a task using its id
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Duplicate a task in Asana
Duplicates a task with the same details and assignments
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Search task in project in Asana
Searches for a task in a project
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Add comment to task in Asana
Adds a comment to a task
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Create subtask in Asana
Creates a subtask within a parent task
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Add task to section of project in Asana
Adds a new task to a section within a particular project
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Add task to project in Asana
Adds a task to a project
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Add tag to task in Asana
Adds a tag to a task based on particular criteria
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Remove project from task in Asana
Disassociates a project from a task
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Add user to team in Asana
Adds a user to a designated team
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Create project section in Asana
Generates a new section for projects
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Remove user from team in Asana
Removes a user from a particular team
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Update project in Asana
Updates project information
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Move project section in Asana
Reorganize project sections to new locations within the project
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Create project status in Asana
Generates and updates project status reports
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Update tag in Asana
Updates tags for particular items within a database
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Set task dependencies in Asana
Sets task dependencies
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Set task dependents in Asana
Sets task dependents
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Add followers to task in Asana
Assigns followers to a task for collaborative tracking and updates
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Set the parent of task in Asana
Sets the parent of a task
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Attach file in Asana
Uploads and save the selected file to a task
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Search project in Asana
Searches for a project
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Duplicate a project in Asana
Creates a copy of a project
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Create project from template in Asana
Generates a new project based on a pre-defined template
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Search user in Asana
Searches for a user
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Create tag in Asana
Generates a new tag
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Search tag in Asana
Searches for a tag
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Create a time tracking entry for task in Asana
Logs a new time tracking entry for a task
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Create a story in Asana
Generates a unique story based on user input
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Get task comments by task Id in Asana
Retrieve all comments associated with a task based on its task id
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Get attachment by ID in Asana
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Harvest
Harvest Triggers & Actions
Invoice is paid in Harvest
Triggers the automation when an invoice is marked as paid
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Expense is added in Harvest
Triggers the automation when a new expense is added
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Timesheet entry is created in Harvest
Triggers the automation when there is a new timesheet entry
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Task is added in Harvest
Triggers the automation when a new task is added
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Project is added in Harvest
Triggers the automation when a new project is added
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Person is assigned to project in Harvest
Triggers the automation when a person is assigned to a project
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Invoice (with line items) is added in Harvest
Triggers the automation when a new invoice (with line items) is added
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Invoice is added in Harvest
Triggers the automation when a new invoice is added
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Client is added in Harvest
Triggers the automation when a new client is added
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Contact is added in Harvest
Triggers the automation when a new contact is added
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Person is added in Harvest
Triggers the automation when a new person is added
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Create time entry with start and end time in Harvest
Creates a new time entry with specified start and end times
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Find client by ID in Harvest
Locates a client based on their unique identification number
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Find project by ID in Harvest
Retrieves a project by its unique identification number
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Find task by ID in Harvest
Locates and retrieves a task by its unique identification number
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Create project in Harvest
Creates a new project
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Create timesheet entry in Harvest
Creates a new timesheet entry
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Create task in Harvest
Creates a new task
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Create client in Harvest
Generates a new client profile
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Create and start timer in Harvest
Creates and starts a timer for tracking time
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Create contact in Harvest
Adds a new contact to the database
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Quickbooks Online
Quickbooks Online Triggers & Actions
Credit memo is created in Quickbooks Online
Triggers when a credit memo is created
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Employee is updated in Quickbooks Online
Triggers the automation when an employee is updated
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Account is updated in Quickbooks Online
Triggers the automation when an account is updated
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Account is created in Quickbooks Online
Triggers the automation when a new account is created
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Incoming account is created in Quickbooks Online
Triggers the automation when a new account is created
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Customer is created in Quickbooks Online
Triggers the automation when a new customer is created
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Customer is updated in Quickbooks Online
Triggers the automation when customer details are updated
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Invoice is created in Quickbooks Online
Triggers the automation when any invoice is added or modified
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Payment is created in Quickbooks Online
Triggers the automation when a new payment is created
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Sales receipt is created in Quickbooks Online
Triggers the automation when a sales receipt is created
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Estimate is created in Quickbooks Online
Triggers the automation when a new estimate is created
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Estimate is created or updated in Quickbooks Online
Triggers the automation when any estimate is created or updated
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Bill is created in Quickbooks Online
Triggers the automation when a new bill is created
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Employee is created in Quickbooks Online
Triggers the automation when an engagement action is created or modified
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Item is created in Quickbooks Online
Triggers the automation when a new item is created
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Expense is created in Quickbooks Online
Triggers the automation when a new expense is added
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Time activity is created in Quickbooks Online
Triggers the automation when a time activity is created
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Tax code is created in Quickbooks Online
Triggers the automation when a tax code is created
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Vendor is created in Quickbooks Online
Triggers the automation when a new vendor is created
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Asset account is created in Quickbooks Online
Triggers the automation when a new asset account is created
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Create journal entry in Quickbooks Online
Generates a new journal entry
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Search invoice by Invoice number in Quickbooks Online
Retrieves an invoice by searching with the invoice number
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Update invoice in Quickbooks Online
Modifies an existing invoice with new information
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Delete invoice in Quickbooks Online
Removes an invoice from the system
Try it →
Get estimate pdf by id in Quickbooks Online
Retrieves a pdf estimate file by its id
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Search product/service by FullyQualifiedName in Quickbooks Online
Locates and retrieves particular item information
Try it →
Create deposit in Quickbooks Online
Create deposit
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Create invoice in Quickbooks Online
Generates invoices for sales transactions
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Create customer in Quickbooks Online
Adds a new customer to the database
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Search customer by name in Quickbooks Online
Searches for a customer based on their name
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Update customer in Quickbooks Online
Updates a customer's information
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Get estimate pdf by id(deprecated) in Quickbooks Online
Retrieves a pdf estimate file by its id
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Create sales receipt in Quickbooks Online
Generates and send sales receipts to customers
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Send sales receipt in Quickbooks Online
Sends a sales receipt
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Create estimate in Quickbooks Online
Adds a new contact to the contact list
Try it →
Find estimate in Quickbooks Online
Retrieves estimated values based on particular criteria
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Search customer by email in Quickbooks Online
Searches for a customer by their email address
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Get invoice pdf in Quickbooks Online
Retrieves and download an invoice in pdf format
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Get invoice by id in Quickbooks Online
Retrieves a invoice using its id
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Search payment method by name in Quickbooks Online
Searches for a payment method by name
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Create credit memo in Quickbooks Online
Generates a new credit memo for a customer
Try it →
Search term by name in Quickbooks Online
Searches for a term by name
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Search class by name in Quickbooks Online
Searches for a class by its name
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Search active tax code by name in Quickbooks Online
Searches for an active tax code by its name
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Create time activity in Quickbooks Online
Creates a new time activity
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Create payment in Quickbooks Online
Generates and process a payment transaction
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Search product/service in Quickbooks Online
Locates and retrieves particular item information
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Create product/service in Quickbooks Online
Generates and launch new product or service offerings
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Search multiple items in Quickbooks Online
Searches for multiple items
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Create purchase order in Quickbooks Online
Generates a purchase order for approved requests
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Create bill in Quickbooks Online
Generates a new bill for the customer
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Get customer by id in Quickbooks Online
Retrieves customer information based on their id
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Get tax rate by id in Quickbooks Online
Retrieves tax rate information based on a id
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Search vendor in Quickbooks Online
Searches for a vendor
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Create vendor in Quickbooks Online
Adds a new vendor
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Find account by name in Quickbooks Online
Locates and retrieves account information using the account's name
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Create refund receipt in Quickbooks Online
Creates a new refund receipt
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Create expense in Quickbooks Online
Generates a new expense record
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Update product/service in Quickbooks Online
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Slack
Slack Triggers & Actions
Message is posted on private channel in Slack
Triggers the automation when a message is posted on a private channel
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Group message is received in Slack
Triggers the automation when a group message is received
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Direct message is received in Slack
Triggers the automation when a direct message is received
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Reaction is added in Slack
Triggers the automation when someone reacts to any message
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Channel is created in Slack
Triggers the automation when a new channel is created
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Custom emoji is added in Slack
Triggers the automation when a custom emoji is added
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User is created in Slack
Triggers the automation when a new user is created
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File is created in Slack
Triggers the automation when a particular action in the workflow fails
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Get thread messages in Slack
Retrieves messages in a specific thread
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Search user in Slack
Searches for a user
Try it →
Send channel message in Slack
Sends a channel message
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Send direct message in Slack
Sends a private message to a recipient
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Send private channel message in Slack
Sends a private message to a channel
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Reply to channel message in Slack
Replies to a channel message
Try it →
Search message in Slack
Searches for a message
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Invite user to channel in Slack
Sends an invitation to a user to join a channel
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Search user by email in Slack
Retrieves user information based on their email address
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Update profile in Slack
Updates the user's profile
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Create channel in Slack
Creates a new channel
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Set channel topic in Slack
Sets the channel topic
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Get user by id in Slack
Retrieves user information using their id
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Set status in Slack
Sets the status
Try it →
Get Message Permalink in Slack
Retrieves the unique url link for a message within a conversation or chat
Try it →
Add reminder in Slack
Schedule and set reminder for a date and time
Try it →

Who this setup is for

Agencies taking on new clients
Agencies taking on new clients
Time-first consultants
Time-first consultants
Finance and bookkeeping teams
Finance and bookkeeping teams
Creative and production studios
Creative and production studios
📋 Agencies taking on new clients
Setting up a new client often means typing their details into several tools. This setup creates the client in Harvest and builds the project in Asana for you.
🎙️ Time-first consultants
Billable hours sit in one tool while payroll and task lists live in others. This automation copies each timesheet entry to Quickbooks Online and the matching Asana task.
🔁 Finance and bookkeeping teams
Expense claims and paid invoices reach Harvest before anyone checks them. This setup logs each expense in Quickbooks Online and adds a review task in Asana.
🗂️ Creative and production studios
Project planning often starts only after a quote is accepted. This setup opens the Harvest project and Asana board as soon as the estimate goes out.
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Everything this automation handles for you

Everything this automation handles for you
Copies details for you
Customer names, dates and amounts move across the apps. Nobody has to retype them.
Runs only when you want
Set a simple rule, like only expenses over 500, and the automation skips the rest.
Tries again if something fails
If a step does not go through, the automation tries again. Nothing is left half-done.
Sends messages to the right place
Updates can go to a whole Slack channel or straight to one teammate. You choose for each step.

Why choose Integrately to automate Asana + Harvest + Quickbooks Online + Slack

Build and manage your Asana + Harvest + Quickbooks Online + Slack automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Asana + Harvest + Quickbooks Online + Slack with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
Price Comparison with Popular Alternatives
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in $19.99
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Prefer to connect just two apps? Explore each combination separately

Asana
Harvest
Asana + Harvest
Log billable hours in Harvest when an Asana task is completed.
Explore Integrations
Harvest
Slack
Harvest + Slack
Send a Slack message when an expense is added in Harvest.
Explore Integrations
Slack
Quickbooks Online
Slack + Quickbooks Online
Post a Slack message when a Quickbooks Online estimate is created.
Explore Integrations
Asana
Slack
Asana + Slack
Post a Slack update when an Asana task is completed.
Explore Integrations
Harvest
Quickbooks Online
Harvest + Quickbooks Online
Add a new Harvest client to Quickbooks Online as a customer.
Explore Integrations
Asana
Quickbooks Online
Asana + Quickbooks Online
Create a Quickbooks Online estimate when a new Asana project starts.
Explore Integrations

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Questions people ask

If a new customer is added in Quickbooks Online, can Harvest, Asana and Slack be set up automatically?
Frequently Asked Questions
Yes, Integrately has a ready workflow to set up Harvest, Asana and Slack when a new Quickbooks Online customer is added. When a customer is created in Quickbooks Online, Integrately creates the client in Harvest, builds a project from a template in Asana, and posts a kickoff message in Slack.
Can expenses logged in Harvest be sent to Quickbooks Online and added to an Asana review task?
Frequently Asked Questions
Can Harvest expenses over 500 be logged in Quickbooks Online and sent to Asana for review automatically?
Frequently Asked Questions
Do I need coding skills to connect Asana, Harvest, Slack and Quickbooks Online?
Frequently Asked Questions
Does completing an Asana task add the time to Harvest and Quickbooks Online automatically?
Frequently Asked Questions
Can I choose which Asana project or Slack channel each Quickbooks Online workflow uses?
Frequently Asked Questions
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