Braintree + Harvest Integration
Integrate Braintree to Harvest in one click, or tell Integrately AI how you want each transaction handled. Create projects, track billable hours, generate invoices, and analyze time data automatically.
Free forever.Use premium features free for 14 days.1.
Customer is created in Braintree- Transaction is created in Braintree
Expense is added in Harvest- Invoice is paid in Harvest
- Timesheet entry is created in Harvest
- Task is added in Harvest
- Project is added in Harvest
- Person is assigned to project in Harvest
- Invoice (with line items) is added in Harvest
- Invoice is added in Harvest
- Client is added in Harvest
- Contact is added in Harvest
- Person is added in Harvest
2.
- Create customer in Braintree
- Find task by ID in Harvest
- Find project by ID in Harvest
- Find client by ID in Harvest
- Create time entry with start and end time in Harvest
- Create project in Harvest
- Create timesheet entry in Harvest
- Create task in Harvest
- Create client in Harvest
- Create and start timer in Harvest
- Create contact in Harvest
Trusted by experts at...
Ready Workflows for Braintree + Harvest Integration
Create projects from transactions, log timesheet entries, generate invoices, and analyze billable hours, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Braintree + Harvest flow
Streamline your billing and time tracking by connecting your favourite communication and project tools. Pick a combination and activate it in one click.
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Asana (4)
Asana (4) +
Slack (3)
Slack (3) +
QuickBooks Online (3)
QuickBooks Online (3) +
Google Sheets (3)
Google Sheets (3) +
Gmail (3)
Gmail (3) +
HubSpot (3)
HubSpot (3) B
H
A
When a transaction is created in Braintree, create a project in Harvest, and create a task in Asana.
New Braintree transactions instantly generate a Harvest project and an Asana task so your team can start tracking billable hours immediately.
B
H
A
When a customer is created in Braintree, create a client in Harvest, and create a task in Asana.
New Braintree customers are automatically added as clients in Harvest and given an onboarding task in Asana.
H
B
A
When an invoice is paid in Harvest, create a customer in Braintree, and create a follow-up task in Asana.
Paid Harvest invoices trigger a new Braintree customer profile and an Asana follow-up task for account management.
H
C
B
A
Use Claude to summarise every new Harvest invoice, create a Braintree customer, and create an Asana task.
Claude summarises paid Harvest invoices before a Braintree customer is created and an Asana review task is assigned.
Supported triggers and actions for Braintree and Harvest
Mix and match to build the exact automation you need
Braintree Triggers & Actions
Harvest Triggers & Actions
Timesheet entry is created in Harvest
Triggers the automation when there is a new timesheet entry
Try it → Person is assigned to project in Harvest
Triggers the automation when a person is assigned to a project
Try it → Invoice (with line items) is added in Harvest
Triggers the automation when a new invoice (with line items) is added
Try it → What can you automate with Braintree + Harvest?
Connect Braintree and Harvest to streamline payment collection, project creation, and invoice tracking effortlessly.
⚡
Create Harvest projects from Braintree transactions
Automatically generate a new project in Harvest the moment a customer completes a transaction in Braintree. Eliminate manual setup and start tracking billable hours immediately.
📥
Capture every customer detail and custom field
Map all submitted Braintree customer data directly into your Harvest client profiles. Ensure your time-tracking database contains complete contact and billing information.
🔔
Alert your team when payments arrive
Send instant notifications to your finance or project channels whenever a new transaction is processed. Keep your entire team informed of incoming revenue in real time.
🔀
Route clients based on payment tier
Set up conditional rules to handle high-value Braintree transactions differently from standard purchases. Assign VIP clients to specialised project managers in Harvest automatically.
🔄
Keep client records updated across platforms
Automatically update existing Harvest client details whenever customer information changes in Braintree. Maintain synchronized records without manual intervention.
🔍
Find existing clients before creating duplicates
Search your Harvest database for existing client IDs before setting up new entries. Prevent duplicate records and keep your project history clean and organized.
💳
Handle paid invoices and payment updates
Trigger automated workflows when Harvest invoices are marked as paid or when Braintree payment statuses change. Keep your financial lifecycle fully connected.
🌐
Extend your workflow to team communication apps
Connect your Braintree and Harvest core flow with Slack, Asana, or QuickBooks Online to notify teams and log receipts in a single multi-step automation.
And much more...
Who is Braintree + Harvest integration for?
Finance teams, project managers, and business owners who need to connect payment transactions and billable hours without manual data entry.
Finance Managers
Project Managers
Agency Owners
Freelancers
Operations Leads
Billing Specialists
📈
Finance Managers
You're reconciling Braintree payment transactions against Harvest invoices by hand, but manual exports leave discrepancies in your revenue reporting — this integration means every transaction syncs instantly and your financial records stay accurate.
⏱️
Project Managers
You need to open billable projects the moment a customer pays in Braintree, but delayed updates stall your team's billable hour tracking — with this integration, new projects are created automatically and billable work starts without delay.
🏢
Agency Owners
You answer to clients who expect immediate onboarding after payment, but manual profile setup slows down your team — automating both apps means every new customer triggers instant project creation and seamless client setup.
💼
Freelancers
The volume of incoming Braintree transactions is too high for you to keep up with manual Harvest timesheet entries — connecting these apps means every payment logs client details effortlessly so you never miss billable time.
🔄
Operations Leads
You depend on upstream payment confirmations to trigger downstream timesheet tasks, but communication gaps delay project kickoff — this integration means every payment event passes smoothly to your time tracking workflow.
📋
Billing Specialists
You need a reliable transaction and invoice history, but manual copy-pasting keeps leaving gaps in your audit trail — automating both apps means every payment and project record stays synchronized across your entire stack.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Braintree + Harvest
Build and manage your Braintree + Harvest automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Braintree + Harvest with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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.
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Braintree + Harvest Now 
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Frequently Asked Questions
How do I connect Braintree to Harvest?
You can connect Braintree to Harvest in 1-click using ready-made templates on Integrately or by asking Integrately AI to build the workflow. You can also integrate apps like Asana, Slack, and Google Sheets.
Can I automatically create a Harvest project when a Braintree transaction happens?
Can I connect Braintree, Harvest, and Slack?
What is a good Zapier alternative for Braintree and Harvest?
How are Braintree transactions handled in integrations?
Can Harvest invoices trigger Braintree customer creation?
Do I need coding skills to automate Braintree and Harvest?
Is the Braintree and Harvest integration free?
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No worries — just send us a message and we’ll get back to you as soon as possible.
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