

Formaloo + Harvest Integration
Integrate Formaloo to Harvest in one click, or tell Integrately AI how you want each form submission handled. Create projects, log billable hours, assign clients, and track timesheet entries automatically.
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Ready Workflows for Formaloo + Harvest Integration
Capture form submissions, create projects, log timesheet entries, track billable hours, and generate client invoices, 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 Formaloo + Harvest flow
Notify your team, track tasks in spreadsheets, and sync financial records once your data lands in Harvest. Pick a combination and activate it in one click.


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Slack (8)
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Google Sheets (8)
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Trello (8)
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QuickBooks Online (8)
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Stripe (8)
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Gmail (8)
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Add every new Formaloo form submission to Harvest as a project, and notify your team instantly in Slack
New Formaloo form submissions appear in Harvest as projects within seconds and your team hears about it in Slack, so nobody misses a new client request.
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Log a timesheet entry in Harvest for successful Formaloo payments, and alert your finance channel in Slack
Successful Formaloo payments trigger a timesheet entry in Harvest and notify your finance channel in Slack, keeping your financial records current.
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When a new client is added in Harvest via Formaloo form submission, post the client update in Slack
New clients created in Harvest from Formaloo submissions are instantly announced in Slack, keeping your account managers informed.
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Create a Harvest task from Formaloo form submissions, and notify your project managers in Slack
Formaloo form submissions automatically generate tasks in Harvest and alert project managers in Slack for quick task allocation.
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If a Formaloo form submission selects billable service, create a Harvest project and alert your billing channel in Slack
Form submissions selecting billable services automatically create Harvest projects and notify your billing channel in Slack.
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When a Harvest timesheet entry is created from a Formaloo submission, post a weekly summary in Slack
Timesheet entries generated from Formaloo data trigger a summary update in Slack for review by operations leads.
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Use Claude to summarise every Formaloo form submission, create a Harvest project, and post the brief in Slack
Claude summarises incoming Formaloo form submissions before creating a Harvest project and posting the brief in Slack.
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Turn every Formaloo payment into a Harvest client record, create a tracking task in Trello, and announce it in Slack
Formaloo payments create Harvest client records, generate Trello tracking cards, and announce the new client in Slack.
Supported triggers and actions for Formaloo and Harvest
Mix and match to build the exact automation you need

Formaloo 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 Formaloo + Harvest?
Streamline your customer data and timesheet management with powerful automated workflows connecting Formaloo and Harvest.
🚀
Create Harvest projects from form submissions
Automatically initialize a new project in Harvest the moment a customer submits a form in Formaloo, removing manual setup delays.
📝
Capture every submitted form field
Map all available customer answers and preferences from your Formaloo forms directly into Harvest project notes and custom fields.
🔔
Notify your team instantly on events
Alert project managers and finance leads the second a new form submission or successful payment occurs in Formaloo.
🔀
Route submissions based on form answers
Trigger different Harvest actions or assign specific project templates depending on the exact service tier selected in Formaloo.
🔄
Keep project data synchronized
Update project statuses and customer details across both platforms automatically as work progresses.
👥
Prevent duplicate client and contact creation
Check for existing records before creating new clients or contacts in Harvest from Formaloo submissions.
💳
Handle payment and timesheet milestones
Log billable timesheet entries and generate project records automatically whenever a successful payment is recorded in Formaloo.
🌐
Extend your workflow to team messaging
Connect Formaloo and Harvest with Slack to broadcast project updates and invoice notifications to your entire department.
And much more...
Who is Formaloo + Harvest integration for?
Project managers, freelancers, and finance teams struggling with manual timesheet entry and data silos can automate tracking and reporting across Formaloo and Harvest effortlessly.
Project managers
Freelancers
Client account leads
Agency operations teams
Finance coordinators
Operations directors
📈
Project managers
You're reviewing timesheet submissions and client form entries, but your tracking data only updates when someone manually exports records, so the project hours you're auditing against are always outdated — with this integration, every new form submission lands in Harvest instantly and your project data stays current.
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Freelancers
You're capturing client intake details through online forms, but you find out about new project requests too late because lead data takes hours to reach your timesheet software — automating both apps means every new submission creates a project immediately so billable work starts on time.
📋
Client account leads
You answer to external clients who want to see real-time progress on submitted requests, but manual logging creates communication gaps — connecting these apps means every form submission automatically initializes project tracking and keeps stakeholders informed.
🏢
Agency operations teams
The volume of customer form submissions is too high for anyone to keep up by hand, leading to missed project entries and unrecorded billable hours — automating both apps means every client submission generates a timesheet entry without manual data entry.
💼
Finance coordinators
You own project billing and depend on someone upstream to hand over customer payment details, causing delays in client creation and invoice generation — this integration means successful payments automatically establish Harvest client profiles and timesheet logs.
🔍
Operations directors
You need a reliable history of client intake and billable project allocation, but manual record-keeping keeps producing gaps in your tracking systems — connecting these apps means every form submission and payment creates a permanent audit trail.

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 Formaloo + Harvest
Build and manage your Formaloo + Harvest automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Formaloo + 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?
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Connect Accounts
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Automation is ready
Connect Formaloo + Harvest Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Formaloo to Harvest?
You can connect Formaloo to Harvest in 1 click using ready templates on Integrately, or ask Integrately AI to build the automation. It links customer data from Formaloo directly into Harvest projects and timesheet entries alongside tools like Slack, Google Sheets, and Gmail.
Can I automatically create a Harvest project when a form is submitted in Formaloo?
Can I connect Formaloo, Harvest, and Slack?
What is a good Zapier alternative for Formaloo and Harvest?
How does Formaloo handle form data when syncing to Harvest?
Can Harvest timesheet entries trigger actions back in Formaloo?
Do I need coding skills to automate Formaloo and Harvest?
Is the Formaloo and Harvest integration free?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.
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