Copper + Harvest Integration

Integrate Copper to Harvest in one click, or tell Integrately AI how you want each project handled. Track billable hours, generate invoices, log activities, and keep your financial data updated automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Copper
    Lead is created in Copper Instant
  • Copper
    Lead is changed in Copper Instant
  • Copper
    Person is created in Copper Instant
  • Copper
    Person is updated in Copper Instant
  • Copper
    Opportunity is updated in Copper Instant
  • Copper
    Opportunity is created in Copper Instant
  • Copper
    Activity is created in Copper Instant
  • Copper
    Company is updated in Copper Instant
  • Copper
    Company is created in Copper Instant
  • Copper
    Task is created in Copper Instant
  • Copper
    Task is updated in Copper Instant
  • Copper
    Project is created in Copper Instant
  • Copper
    Project is updated in Copper Instant
  • Harvest
    Expense is added in Harvest
  • Harvest
    Invoice is paid in Harvest
  • Harvest
    Timesheet entry is created in Harvest
  • Harvest
    Task is added in Harvest
  • Harvest
    Project is added in Harvest
  • Harvest
    Person is assigned to project in Harvest
  • Harvest
    Invoice (with line items) is added in Harvest
  • Harvest
    Invoice is added in Harvest
  • Harvest
    Client is added in Harvest
  • Harvest
    Contact is added in Harvest
  • Harvest
    Person is added in Harvest
Arrow Right
2.
  • Copper
    Get task by id in Copper
  • Copper
    Update task in Copper
  • Copper
    Create lead in Copper
  • Copper
    Update lead in Copper
  • Copper
    Search lead in Copper
  • Copper
    Create person in Copper
  • Copper
    Update person in Copper
  • Copper
    Search person in Copper
  • Copper
    Create activity in Copper
  • Copper
    Create task in Copper
  • Copper
    Search opportunity in Copper
  • Copper
    Create opportunity in Copper
  • Copper
    Update opportunity in Copper
  • Copper
    Search company in Copper
  • Copper
    Create company in Copper
  • Copper
    Update company in Copper
  • Copper
    Create project in Copper
  • Copper
    Update project in Copper
  • Copper
    Search project in Copper
  • Copper
    Search task in Copper
  • Harvest
    Find task by ID in Harvest
  • Harvest
    Find project by ID in Harvest
  • Harvest
    Find client by ID in Harvest
  • Harvest
    Create time entry with start and end time in Harvest
  • Harvest
    Create project in Harvest
  • Harvest
    Create timesheet entry in Harvest
  • Harvest
    Create task in Harvest
  • Harvest
    Create client in Harvest
  • Harvest
    Create and start timer in Harvest
  • Harvest
    Create contact in Harvest

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Ready Workflows Ready Workflows for Copper + Harvest Integration

Track billable hours, generate invoices, update client records, and sync projects, all in just one click.

Most popular automationmost-popular-automations
Harvest + Copper Integration

Create Copper task for new Harvest task

Have you ever wished that you could sync your Harvest task with your Copper task? Well, now there's a way to do just that!

With this handy integration, every time you create a task in Harvest, a matching task will be created in Copper. This is a great way to keep your work organized and ensure that no important tasks fall through the cracks.

So if you're ready to get started, just click on activate and connect your Harvest and Copper accounts.
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Harvest + Copper Integration

Create Copper company from new Harvest project

If you're using the time tracking app Harvest to manage your project, you'll want to create a company in Copper to keep all your project data in one place.

That way, you can easily see how each of your project is contributing to your overall business goals. This integration will create a company in Copper whenever you create a project in Harvest.
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Copper + Harvest flow

Send project updates to your team, create tasks in project management tools, and keep your financial records aligned across platforms. Pick a combination and activate it in one click.

Copper
Harvest
+
SlackSlack (4)
+
AsanaAsana (3)
+
Google CalendarGoogle Calendar (3)
+
GmailGmail (3)
+
StripeStripe (3)
+
QuickBooks OnlineQuickBooks Online (3)
H
C
S
When a new project is added in Harvest, create a project in Copper and notify your team in Slack
New Harvest projects immediately appear in Copper and notify your team in Slack, eliminating manual entry.
H
C
S
When an invoice is paid in Harvest, log a company activity in Copper and post an alert in Slack
Paid invoices instantly record an activity in Copper and announce the revenue in Slack.
H
C
S
When a timesheet entry is created in Harvest, create a task in Copper and notify the project lead in Slack
New timesheet logs generate follow-up tasks in Copper and alert leads in Slack.
H
C
S
When a client is added in Harvest, create a company in Copper and notify the sales channel in Slack
New Harvest clients automatically generate company records in Copper and notify sales in Slack.

Supported triggers and actions for Copper and Harvest

Mix and match to build the exact automation you need

Copper
Copper Triggers & Actions
Instant
Lead is created in Copper
Triggers the automation when a new lead is created
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Instant
Lead is changed in Copper
Triggers the automation when a lead is updated
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Instant
Person is created in Copper
Triggers the automation when a new person is created
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Instant
Person is updated in Copper
Triggers the automation when a person's details are changed
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Instant
Opportunity is updated in Copper
Triggers the automation when any opportunity is updated
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Instant
Opportunity is created in Copper
Triggers the automation when any opportunity is updated
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Instant
Activity is created in Copper
Triggers the automation when a new activity is created
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Instant
Company is updated in Copper
Triggers the automation when the company's profile is updated
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Instant
Company is created in Copper
Triggers the automation when a new company is created
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Instant
Task is created in Copper
Triggers the automation when a new task is created
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Instant
Task is updated in Copper
Triggers the automation when any task is modified
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Instant
Project is created in Copper
Triggers the automation when a new project is created
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Instant
Project is updated in Copper
Triggers the automation when any project is changed
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Get task by id in Copper
Retrieves a specific task
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Update task in Copper
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Create lead in Copper
Generates new leads for potential customers
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Update lead in Copper
Updates the lead information
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Search lead in Copper
Retrieves information for a particular lead
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Create person in Copper
Generates a new person
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Update person in Copper
Updates the information of a person
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Search person in Copper
Retrieves information about a person
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Create activity in Copper
Generates a new activity or task
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Create task in Copper
Creates a new task
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Search opportunity in Copper
Searches for a opportunity
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Create opportunity in Copper
Creates a new instance of the support system
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Update opportunity in Copper
Updates the opportunity details as needed
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Search company in Copper
Finds information about a company
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Create company in Copper
Generates a new company profile with given details
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Update company in Copper
Updates company information
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Create project in Copper
Creates a new project
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Update project in Copper
Updates project information
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Search project in Copper
Searches for a project
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Search task in Copper
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Harvest
Harvest Triggers & Actions
Expense is added in Harvest
Triggers the automation when a new expense is added
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Invoice is paid in Harvest
Triggers the automation when an invoice is marked as paid
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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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Find task by ID in Harvest
Locates and retrieves a task by its 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 client by ID in Harvest
Locates a client based on their unique identification number
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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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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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What can you automate with Copper + Harvest?

Streamline your sales pipeline, project creation, and billing workflows with automated triggers and actions.

What you can automate?
🔄
Sync new projects between Copper and Harvest
Automatically create a corresponding project in Harvest whenever a new project is added in Copper. Eliminate double-entry and keep your billing and sales platforms aligned.
📋
Capture every submitted project detail
Map available project notes, client names, and task descriptions between Harvest and Copper. Ensure your records contain complete context for every billable hour.
🔔
Notify your team the moment invoices are paid
Alert your finance and sales channels instantly whenever an invoice is paid in Harvest. Keep stakeholders informed without manual status checks.
🔀
Route tasks based on project type
Perform different actions in Copper and Harvest depending on the submitted project category or client tier. Direct high-value accounts to specialized workflows.
📝
Keep project statuses up to date
Automatically update opportunity stages and project metrics as work progresses. Maintain accurate pipeline visibility across your entire organization.
🔍
Find and update existing records
Search for existing clients and companies before creating new entries, preventing duplicate profiles in both Copper and Harvest.
💰
Handle payment milestones and invoice events
Trigger automated CRM updates and task creations whenever invoices are paid or expenses are added in Harvest.
🔌
Extend your workflow to team messaging apps
Connect your core Copper and Harvest data flow with Slack to broadcast important project updates and payment milestones directly to your team.
And much more...

Who is Copper + Harvest integration for?

Operations teams, sales leaders, and finance managers eliminate manual data entry between timesheets and CRM pipelines.

Finance directors
Finance directors
Sales operations managers
Sales operations managers
Account managers
Account managers
Agency owners
Agency owners
Project coordinators
Project coordinators
Business analysts
Business analysts
📈
Finance directors
You're reconciling billable hours in Harvest against closed deals in Copper, but manual data transfers leave gaps in your financial reporting — this integration means every paid invoice and project update syncs instantly and your ledger stays accurate.
⚡
Sales operations managers
You need to transition won opportunities into active billing accounts without delay, but manual handoffs cause scheduling bottlenecks — connecting these apps means every new project is created automatically and your pipeline moves smoothly.
👥
Account managers
You answer to clients who want immediate confirmation of project milestones and invoice payments, but tracking updates across two systems slows you down — automating both apps means project data flows instantly and client communications stay timely.
📊
Agency owners
The volume of client projects and timesheet entries is too high for your team to keep up with by hand, leading to missed billing opportunities — with this integration, every project and task is tracked without manual intervention.
🛠️
Project coordinators
You own the execution phase and depend on sales to hand over client details from Copper, but missing information stalls your workflow — this integration means every new client profile is populated in Harvest the moment it's created.
📋
Business analysts
You rely on clean audit trails and complete activity logs, but manual data entry leaves gaps in your historical records — connecting these apps means every timesheet entry and opportunity update is captured reliably.
Our team

Ready Workflows 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 Copper + Harvest

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

1,500+ apps connected
1,500+ apps connected
Connect Copper + Harvest 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.
How Integrately Works?

How Integrately Works?

1
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Copper to Harvest?
Frequently Asked Questions
You can connect Copper to Harvest in 1 click using ready templates on Integrately, or ask Integrately AI to build the automation for you. It takes just minutes to link your CRM and timesheet software alongside apps like Slack, Asana, and Gmail.
Can I automatically sync new projects between Copper and Harvest?
Frequently Asked Questions
Can I connect Copper, Harvest, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Copper and Harvest?
Frequently Asked Questions
How does Copper handle data in this integration?
Frequently Asked Questions
How does Harvest handle projects and invoices here?
Frequently Asked Questions
Do I need coding skills to automate Copper and Harvest?
Frequently Asked Questions
Is the Copper and Harvest integration free?
Frequently Asked Questions
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You Can Also Connect Copper or Harvest With 1500+ Other Apps

Copper
Popular Copper Integrations
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Harvest
Popular Harvest Integrations
Sync Harvest with accounting, project management, and reporting tools to keep data working across your stack.
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