Harvest + Holded Integration

Integrate Harvest to Holded in one click, or tell Integrately AI how you want each invoice handled. Generate invoices, track time data, update customer records, and alert your team 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
  • Holded
    Purchase is created in Holded
  • Holded
    Invoice is created in Holded
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
  • Holded
    Create contact in Holded
  • Holded
    Search contact by email in Holded
  • Holded
    Update contact in Holded
  • Holded
    Search contact by phone in Holded
  • Holded
    Create sales invoice in Holded
  • Holded
    Create purchase invoice in Holded
  • Holded
    Create deal in Holded
  • Holded
    Create credit note in Holded
  • Holded
    Mark invoice as paid in Holded
  • Holded
    Send invoice in Holded
  • Holded
    Create sales receipt in Holded
  • Holded
    Mark credit note as paid in Holded
  • Holded
    Create quote in Holded
  • Holded
    Create sales order in Holded
  • Holded
    Create product in Holded
  • Holded
    Create event in Holded
  • Holded
    Create payment in Holded
  • Holded
    Create employee in Holded

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Ready WorkflowsReady Workflows ย  for Harvest + Holded Integration

Track billable hours, generate Holded invoices, update contacts, and keep your records current, all in just one click.

Sorry, we donโ€™t have a ready workflow for this combination yet.
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Connect more apps to your Harvest + Holded flow

Send time data to project boards, notify your team on messaging apps, and keep company files organized. Pick a combination and activate it in one click.

Harvest
Holded
+
TrelloTrello (4)
+
AsanaAsana (4)
+
Google DriveGoogle Drive (3)
+
SlackSlack (3)
+
Google CalendarGoogle Calendar (3)
+
HubSpotHubSpot (3)
H
T
H
When a timesheet entry is created in Harvest, create a Trello card and create a contact in Holded
New Harvest timesheet entries immediately generate a Trello card and a Holded contact, eliminating manual dual-entry across platforms.
H
T
H
When an invoice is added in Harvest, create a Trello board item and create a sales invoice in Holded
Every Harvest invoice creates a tracking card in Trello and an official sales invoice in Holded automatically.
H
T
H
When a project is added in Harvest, create a Trello checklist card and search for the contact by email in Holded
New Harvest projects generate a Trello tracking card while verifying client details against Holded records.
H
T
H
When a client is added in Harvest, create a Trello onboarding card and create a contact in Holded
New Harvest clients instantly trigger a Trello onboarding task and register a new contact in Holded.

Supported triggers and actions for Harvest and Holded

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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Holded
Holded Triggers & Actions
Purchase is created in Holded
Triggers the automation when a new purchase is created
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Invoice is created in Holded
Triggers the automation when any invoice is added or modified
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Create contact in Holded
Adds a new contact to the database
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Search contact by email in Holded
Finds and retrieves contact information using their email address
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Update contact in Holded
Updates contact information with new details
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Search contact by phone in Holded
Finds information about a contact using the phone number
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Create sales invoice in Holded
Generates a new sales invoice with pre-filled details
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Create purchase invoice in Holded
Generates a purchase invoice for a sales transaction
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Create deal in Holded
Generates a new deal with
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Create credit note in Holded
Generates a credit note for returned items
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Mark invoice as paid in Holded
Updates invoice status to paid
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Send invoice in Holded
Generates and send invoices to clients
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Create sales receipt in Holded
Generates and send sales receipts to customers
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Mark credit note as paid in Holded
Updates credit note status to paid when payment is received
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Create quote in Holded
Generates a new quote with pre-filled information
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Create sales order in Holded
Generates a new sales order with pre-filled details
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Create product in Holded
Generates and launch new products
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Create event in Holded
Adds a new contact to the contact list
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Create payment in Holded
Generates and process a payment transaction
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Create employee in Holded
Adds a new contact to the contact list
Try it โ†’

What can you automate with Harvest + Holded?

Streamline your billable hours, invoicing, and accounting workflows with ready-made automations.

What you can automate?
๐Ÿงพ
Generate Holded invoices from Harvest
Automatically create sales invoices in Holded the moment an invoice is added in Harvest. Eliminate duplicate data entry between your timesheet tracking and accounting software.
โฑ๏ธ
Sync timesheet entries across platforms
Map billable hours and timesheet entries directly into your accounting ledger. Keep track of billable time without manual spreadsheet updates.
๐Ÿ””
Alert your team on payment updates
Send instant notifications to your finance channel whenever a Harvest invoice is marked as paid. Keep your entire team informed of incoming revenue in real time.
๐Ÿ”€
Route invoices based on client tier
Trigger different accounting workflows depending on whether an invoice is assigned to an enterprise client or standard project. Direct financial data to the right department automatically.
๐Ÿ”„
Keep financial records up to date
Automatically update existing contact profiles and invoice statuses when project details change in Harvest. Maintain synchronized records across all business tools.
๐Ÿ”
Search and match existing contacts
Verify client emails and phone numbers against Holded before creating new records. Prevent duplicate entries and keep your customer database clean.
๐Ÿ’ณ
Handle payment status changes
Automatically mark invoices and credit notes as paid in Holded when financial transactions settle in Harvest. Keep your accounting ledgers reconciled.
๐Ÿ’ฌ
Extend workflows to team communication apps
Connect your core Harvest and Holded integration with Slack to post instant updates when project milestones are achieved or invoices are settled.
And much more...

Who is Harvest + Holded integration for?

Connecting Harvest and Holded eliminates manual invoice creation, streamlines billable hour tracking, and keeps financial records perfectly synchronized for growing teams.

Business analysts
Business analysts
Project managers
Project managers
Client account managers
Client account managers
Billing specialists
Billing specialists
Operations leads
Operations leads
Business owners
Business owners
๐Ÿ“ˆ
Business analysts
You compile billable hour reports from Harvest, but your financial sheets only update when someone manually exports records, so your revenue projections are always outdated โ€” this integration means every invoice and timesheet entry flows instantly into your accounting system and your financial reports stay accurate.
โšก
Project managers
You need to track project budgets in real time, but delays in logging expenses leave you unaware of cost overruns until it is too late โ€” automating both apps means every project expense and task updates your financial software instantly and budget tracking remains current.
๐Ÿค
Client account managers
You answer client inquiries about project status and billing, but mismatched records between your timesheets and invoices cause confusion โ€” integrating these apps means every invoice payment and project milestone updates your client files automatically.
๐Ÿงพ
Billing specialists
The volume of billable hours and invoices is too high for your team to keep up by hand, leading to delayed invoicing cycles โ€” with this integration, every Harvest invoice generates a Holded sales invoice instantly and your billing department stays ahead of schedule.
โš™๏ธ
Operations leads
You depend on upstream team members to log billable hours before you can generate client quotes, causing operational bottlenecks โ€” this integration means every approved project automatically triggers your financial paperwork without manual delays.
๐Ÿ—‚๏ธ
Business owners
You need a reliable history of billable work and expenses, but manual data entry leaves frequent gaps in your accounting ledger โ€” connecting these apps means every timesheet and expense record populates your financial platform securely.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Harvest + Holded

Build and manage your Harvest + Holded 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 + Holded 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
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
Thatโ€™s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Harvest to Holded?
Frequently Asked Questions
You can connect Harvest to Holded in 1 click using ready templates on Integrately, or ask Integrately AI to build the workflow and map your fields.
Can I automatically create Holded invoices when a Harvest invoice is added?
Frequently Asked Questions
Can I connect Harvest, Holded, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Harvest and Holded?
Frequently Asked Questions
How are timesheet entries handled between Harvest and Holded?
Frequently Asked Questions
Can I update contact information in Holded from Harvest?
Frequently Asked Questions
Do I need coding skills to automate Harvest and Holded?
Frequently Asked Questions
Is the Harvest and Holded integration free?
Frequently Asked Questions
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You Can Also Connect Harvest or Holded With 1500+ Other Apps

Harvest
Popular Harvest Integrations
Connect Harvest to project boards, time trackers, and messaging tools to manage your billable hours effectively.
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Holded
Popular Holded Integrations
Sync Holded with CRM platforms, payment processors, and reporting tools to keep your business finances organized.
See All
Holded Integrations arrow right
No popular apps found