Harvest + Helpwise Integration

Integrate Harvest to Helpwise in one click, or tell Integrately AI how you want each project handled. Organize team inboxes, alert members, assign tasks, and track billable hours automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • 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
  • Helpwise
    Tag is applied in conversation in Helpwise Instant
  • Helpwise
    Conversation is created in Helpwise Instant
  • Helpwise
    Conversation is assigned in Helpwise Instant
  • Helpwise
    Note is added in conversation in Helpwise Instant
  • Helpwise
    Conversation is re-opened in Helpwise Instant
  • Helpwise
    Conversation is closed in Helpwise Instant
  • Helpwise
    Conversation is deleted in Helpwise Instant
  • Helpwise
    Reply from customer in Helpwise Instant
  • Helpwise
    Reply from agent in Helpwise Instant
Arrow Right
2.
  • 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
  • Helpwise
    Send email in Helpwise
  • Helpwise
    Send WhatsApp message in Helpwise
  • Helpwise
    Add comment in Helpwise
  • Helpwise
    Search thread in Helpwise
  • Helpwise
    Search thread by ID in Helpwise
  • Helpwise
    Send SMS in Helpwise
  • Helpwise
    Search contacts in Helpwise

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Ready Workflows Ready Workflows for Harvest + Helpwise Integration

Create conversations from new projects, assign team members, send emails, and track billable hours, all in just one click.

Most popular automationmost-popular-automations
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Connect more apps to your Harvest + Helpwise flow

Sync your billable hours and shared inboxes with your favorite team chat, project management, and billing tools. Pick a combination and activate it in one click.

Harvest
Helpwise
+
SlackSlack (4)
+
AsanaAsana (3)
+
StripeStripe (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
GmailGmail (3)
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CalendlyCalendly (3)
H
H
S
Create a Helpwise conversation when a project is added in Harvest, and notify your team in Slack
New Harvest projects instantly trigger a Helpwise conversation and post an alert in Slack, keeping your team aligned from day one.
H
H
S
Send a Helpwise email when an invoice is paid in Harvest, and post an update in Slack
Paid Harvest invoices trigger a Helpwise email response and notify your finance channel in Slack automatically.
H
H
S
Create a Harvest timesheet entry when a Helpwise conversation is closed, and notify your team in Slack
Closed Helpwise conversations generate a Harvest timesheet entry and announce the completion in Slack.
H
C
H
S
Use Claude to summarise closed Helpwise conversations, log billable hours in Harvest, and post the summary in Slack
Claude summarises closed Helpwise conversations before logging billable hours in Harvest and posting the brief in Slack.

Supported triggers and actions for Harvest and Helpwise

Mix and match to build the exact automation you need

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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Helpwise
Helpwise Triggers & Actions
Instant
Tag is applied in conversation in Helpwise
Triggers the automation when a tag is added
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Instant
Conversation is created in Helpwise
Triggers the automation when a new conversation is created
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Instant
Conversation is assigned in Helpwise
Triggers the automation when someone is assigned to a conversation
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Instant
Note is added in conversation in Helpwise
Triggers the automation when a new note is added to any conversation
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Instant
Conversation is re-opened in Helpwise
Triggers the automation when a closed conversation is re-opened
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Instant
Conversation is closed in Helpwise
Triggers the automation when any conversation is marked as completed
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Instant
Conversation is deleted in Helpwise
Triggers the automation when any conversation is removed from the system
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Instant
Reply from customer in Helpwise
Triggers the automation when a customer replies
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Instant
Reply from agent in Helpwise
Triggers the automation when an agent replies
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Send email in Helpwise
Sends an email to a recipient
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Send WhatsApp message in Helpwise
Sends a message via whatsapp
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Add comment in Helpwise
Adds a comment to a record
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Search thread in Helpwise
Searches for a thread
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Search thread by ID in Helpwise
Searches for a thread by id
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Send SMS in Helpwise
Sends a text message to particular recipients
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Search contacts in Helpwise
Finds and retrieves contact information
Try it โ†’

What can you automate with Harvest + Helpwise?

Streamline billable hours tracking, client invoicing, and shared inbox management with automated workflows.

What you can automate?
๐Ÿ”„
Sync new projects into shared inboxes
Automatically open a Helpwise conversation whenever a new project is added in Harvest, ensuring your team is ready to assist right away.
๐Ÿงพ
Capture invoice payments in your inbox
Send confirmation emails in Helpwise instantly the moment an invoice is paid in Harvest, keeping clients informed without manual typing.
โฑ๏ธ
Log billable hours from closed conversations
Create a timesheet entry in Harvest automatically when a Helpwise conversation is closed, ensuring every billable minute is accounted for.
๐Ÿ”€
Route conversations based on project type
Apply specific tags or assign conversations in Helpwise depending on the project details submitted in Harvest.
๐Ÿ“
Keep client contacts up to date
Search and update contact information in Helpwise whenever a new client or contact is added in Harvest.
๐Ÿ”
Prevent duplicate records across tools
Find existing projects and clients by ID in Harvest before creating new entries, keeping your database clean.
๐Ÿ””
Alert team members on payment events
Add comments in Helpwise or notify staff when invoices are paid or expenses are added in Harvest.
๐Ÿ”Œ
Extend flows to team chat and billing
Connect Harvest and Helpwise with Slack or QuickBooks Online to build robust multi-step financial and support pipelines.
And much more...

Who is Harvest + Helpwise integration for?

Operations managers, finance leads, and support teams eliminate manual data entry between timesheets and shared inboxes, keeping client billing and team communication perfectly synchronized.

Finance Managers
Finance Managers
Support Team Leads
Support Team Leads
Agency Account Managers
Agency Account Managers
Operations Directors
Operations Directors
Project Coordinators
Project Coordinators
Billing Specialists
Billing Specialists
๐Ÿ“ˆ
Finance Managers
You're tracking billable hours in Harvest but team communications happen in separate inboxes, so invoice details often lag behind client correspondence โ€” connecting these apps means every project update and payment syncs instantly and your financial records stay accurate.
โšก
Support Team Leads
You need to act fast on client requests, but managing shared inboxes without project context leaves team members searching for billable details โ€” automating both apps means every conversation links directly to project records and customer issues resolve faster.
๐Ÿค
Agency Account Managers
You answer to clients who want immediate progress updates, but manual handoffs between timesheets and emails cause frustrating delays โ€” with this integration, project milestones and email conversations stay perfectly aligned for your clients.
๐Ÿ“Š
Operations Directors
The volume of client projects and support emails is too high for anyone to keep up by hand, leading to missed billing entries and disorganized threads โ€” this integration means automated workflows handle your routine syncs reliably.
๐Ÿ‘ฅ
Project Coordinators
You own the next step in project delivery and depend on team members to hand over client details from their shared inbox โ€” connecting these apps means project creation and inbox management happen in one unified motion.
๐Ÿ“‹
Billing Specialists
You need a reliable history of billable hours and client communication, but keep finding gaps between your timesheet software and support inbox โ€” automating both apps means complete audit trails are created without manual copy-pasting.
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 Harvest + Helpwise

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

1,500+ apps connected
1,500+ apps connected
Connect Harvest + Helpwise 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 โ€” 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 Harvest to Helpwise?
Frequently Asked Questions
You can connect Harvest to Helpwise in 1-click using ready-made templates or ask Integrately AI to build your custom workflow. It links your time tracking and shared inboxes instantly alongside Slack, Asana, and QuickBooks Online.
Can I automatically create a Helpwise conversation when a new project is added in Harvest?
Frequently Asked Questions
Can I connect Harvest, Helpwise, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Harvest and Helpwise?
Frequently Asked Questions
How do invoice payments in Harvest trigger Helpwise emails?
Frequently Asked Questions
Can closed Helpwise conversations create Harvest timesheet entries?
Frequently Asked Questions
Do I need coding skills to automate Harvest and Helpwise?
Frequently Asked Questions
Is the Harvest and Helpwise integration free?
Frequently Asked Questions
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Didn't find the answer you were looking for?
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Want to automate something else in your workflow?

You Can Also Connect Harvest or Helpwise With 1500+ Other Apps

Harvest
Popular Harvest Integrations
Connect Harvest to accounting, invoicing, and project management tools to streamline your time tracking and billing operations.
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Harvest Integrations arrow right
No popular apps found
Helpwise
Popular Helpwise Integrations
Sync Helpwise with CRM, helpdesk, and communication platforms to manage customer support across all channels.
See All
Helpwise Integrations arrow right
No popular apps found