Harvest + HelpScout Integration
Integrate Harvest to HelpScout in one click, or tell Integrately AI how you want each invoice handled. Track payments, update customer profiles, open support conversations, and alert your team automatically.
Free forever.Use premium features free for 14 days.1.
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
Agent is replied in HelpScout Instant- Customer is replied in HelpScout Instant
- Conversion is created in HelpScout Instant
- Conversion tags are updated in HelpScout Instant
- Conversation is assigned in HelpScout Instant
- Customer is created in HelpScout
2.
- 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
- Create conversation in HelpScout
- Search conversation in HelpScout
- Create customer in HelpScout
- Search customer in HelpScout
- Add note in HelpScout
- Update customer properties in HelpScout
- Update customer in HelpScout
- Search user in HelpScout
- Send reply in HelpScout
- Search mailbox in HelpScout
- Get week report in HelpScout
- Get day report in HelpScout
- Get custom report in HelpScout
Trusted by experts at...
Ready Workflows for Harvest + HelpScout Integration
Track billable hours, create support conversations, keep customer profiles updated, alert your team, and send follow-ups, 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 Harvest + HelpScout flow
Connect supporting tools to sync data across your support, finance, and project workflows. Pick a combination and activate it in one click.
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Slack (3)
Slack (3) +
Stripe (3)
Stripe (3) +
Google Sheets (3)
Google Sheets (3) +
Jira Software Cloud (3)
Jira Software Cloud (3) +
Zoom (3)
Zoom (3) +
Notion (3)
Notion (3) H
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Add every paid Harvest invoice to HelpScout as a conversation, and notify your support team instantly on Slack
Paid Harvest invoices instantly appear in HelpScout as conversations while Slack alerts your support channel, eliminating manual data entry.
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When a new customer is created in HelpScout, create a client in Harvest, and notify your account team on Slack
New HelpScout customers automatically set up client records in Harvest and alert your Slack channel.
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When a timesheet entry is created in Harvest, add a note in HelpScout and post an update on Slack
Log billable hours as notes in HelpScout conversations and announce them on Slack automatically.
Supported triggers and actions for Harvest and HelpScout
Mix and match to build the exact automation you need
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 → HelpScout Triggers & Actions
Instant
Customer is replied in HelpScout
Triggers the automation when a customer is replied
Try it → Instant
Conversion tags are updated in HelpScout
Triggers the automation when conversion tags are updated
Try it → Instant
Conversation is assigned in HelpScout
Triggers the automation when someone is assigned to a conversation
Try it → What can you automate with Harvest + HelpScout?
Streamline your billing and support operations by connecting Harvest and HelpScout workflows.
🔄
Sync paid invoices into support conversations
Automatically open a new HelpScout conversation whenever an invoice is paid in Harvest, keeping your support team informed of client financial milestones.
📋
Capture every submitted client field
Map detailed client profiles from HelpScout inquiries directly into Harvest contact records without manual copying or missing data fields.
🔔
Alert your team the moment events occur
Notify your support or finance channels instantly whenever new billable hours are logged or client invoices are marked paid.
🔀
Route records based on submitted criteria
Create different workflows for enterprise clients versus standard accounts based on ticket tags and invoice amounts.
⏱️
Keep timesheet entries and support notes aligned
Automatically attach billable time entries as notes inside relevant HelpScout customer profiles as project work progresses.
🔍
Prevent duplicate records across systems
Search existing customer and client databases before creating new profiles, ensuring clean data across Harvest and HelpScout.
💰
Handle payment status updates effortlessly
Trigger follow-up actions and update customer tags when invoices are paid, overdue, or refunded.
🚀
Extend your workflow to Slack
Push automated notifications and summaries to Slack channels whenever Harvest invoices and HelpScout tickets update.
And much more...
Who is Harvest + HelpScout integration for?
Connecting Harvest and HelpScout eliminates manual data silos for growing businesses, ensuring billable hours, invoices, and support interactions stay perfectly synchronised.
Finance controllers
Customer support leads
Account managers
Operations directors
Project coordinators
Client success managers
📈
Finance controllers
You're reviewing billable hours in Harvest but missing context from customer support threads in HelpScout, so your billing reports never reflect the complete client story — this integration means every paid invoice and time entry syncs automatically and your financial records stay accurate.
⚡
Customer support leads
You need to act fast when billing issues arise, but you find out about unpaid invoices too late because your support and finance tools operate in silos — with this integration, every payment event updates your support desk instantly and your team can resolve tickets proactively.
🤝
Account managers
You answer to clients who want to see project progress and billing status during support calls, but pulling data from separate apps wastes valuable time — automating both apps means your customer conversations have immediate access to accurate billing and timesheet records.
📊
Operations directors
The volume of client inquiries and billable tasks is too high for anyone to keep up by hand, leading to missed client records and delayed customer replies — connecting these apps means your routine administrative handoffs run instantly without manual intervention.
⚙️
Project coordinators
You own the project delivery phase and depend on upstream invoice approvals to kick off new client workspaces, but manual handoffs cause frustrating delays — this integration means project creation and client onboarding trigger the moment payment is confirmed.
📝
Client success managers
You need a reliable history of customer interactions and billable milestones, but you keep finding gaps between your time tracking and support records — automating both apps means your customer profiles remain complete and up to date across platforms.
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 Harvest + HelpScout
Build and manage your Harvest + HelpScout automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Harvest + HelpScout 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 Harvest + HelpScout Now 
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Frequently Asked Questions
How do I connect Harvest to HelpScout?
You can connect Harvest to HelpScout in 1 click using ready-made templates on Integrately or ask Integrately AI to build the automation for you. It takes just minutes to link your accounts and start syncing data.
Can I automatically create HelpScout conversations when Harvest invoices are paid?
Can I connect Harvest, HelpScout, and Slack?
What is a good Zapier alternative for Harvest and HelpScout?
How does Harvest data sync with HelpScout?
Can HelpScout customer creation trigger Harvest client updates?
Do I need coding skills to automate Harvest and HelpScout?
Is the Harvest and HelpScout integration free?
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