

Harvest + INBOX Integration
Integrate Harvest to INBOX in one click, or tell Integrately AI how you want each contact handled. Add clients, create contacts, update email lists, and trigger autoresponders automatically.
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Ready Workflows for Harvest + INBOX Integration
Capture new clients, organise contacts, update email lists, and trigger autoresponders, 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 + INBOX flow
Send follow-up messages, update project tracking sheets, and keep team records aligned across your entire stack. Pick a combination and activate it in one click.


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Trello (4)
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Slack (4)
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Google Drive (4)
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Mailchimp (4)
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Stripe (4)
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Google Sheets (4)
H
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Add every new Harvest client to INBOX, and create a card in Trello
Harvest clients appear in INBOX as contacts instantly while Trello opens a new card to track onboarding.
H
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When an invoice is paid in Harvest, update the INBOX contact and move the Trello card
Paid Harvest invoices update your INBOX contact records and advance your Trello onboarding workflow automatically.
H
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Use Claude to summarise Harvest project notes, create an INBOX contact, and add a Trello card
Claude analyses Harvest project details before INBOX saves the contact and Trello logs the task.
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When a timesheet entry is created in Harvest, update INBOX and add a checklist item in Trello
Log billable hours in Harvest, update your email contact activity, and update your Trello checklist.
Supported triggers and actions for Harvest and INBOX
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 → 
INBOX Triggers & Actions
Instant
Contact is unsubscribed in INBOX
Triggers the automation when a contact unsubscribes from a mailing list
Try it → Instant
Contact is hard bounced in INBOX
Triggers the automation when a contact email bounces due to invalidity
Try it → Instant
Contact reported spam in INBOX
Triggers the automation when a contact is marked as spam
Try it → Instant
Contact is soft bounced in INBOX
Triggers the automation when a contact email address bounces due to temporary issues
Try it → What can you automate with Harvest + INBOX?
Streamline your client data and email marketing workflows with powerful automated triggers and actions.
🚀
Sync new Harvest clients to INBOX contacts instantly
Create a new contact in INBOX the moment a client is added in Harvest. Eliminate manual exports and keep your marketing lists populated.
📋
Capture every submitted field and project detail
Map complete client profiles, project names, and billing details into INBOX instead of just basic contact info.
🔔
Alert your team the moment a client is registered
Notify your team in Slack or Trello immediately when Harvest registers a new client or project.
🔀
Route contacts based on invoice status or project type
Trigger different email lists or autoresponders depending on whether an invoice is paid or a project is marked billable.
🔄
Keep contact records up to date as accounts change
Update INBOX contact details automatically whenever invoice statuses or client information change in Harvest.
🔍
Search and update existing contacts without duplicates
Check if an email already exists in INBOX before creating a new entry, preventing duplicate contact lists.
💳
Automate workflows when invoices are paid
Trigger automated follow-ups and update customer segments in INBOX the moment an invoice is marked as paid in Harvest.
🔗
Extend your workflow to Slack, Trello, and Google Sheets
Connect Harvest and INBOX with your favorite team chat, task management, or spreadsheet tools in a single multi-step flow.
And much more...
Who is Harvest + INBOX integration for?
Connect Harvest and INBOX to streamline client onboarding, automate contact synchronization, and keep marketing records accurate without manual effort.
Financial analysts
Account managers
Project managers
Email marketing specialists
Sales representatives
Operations leads
📈
Financial analysts
You rely on Harvest timesheet data and invoice statuses for reporting, but your email marketing lists only update when someone manually exports contacts, so campaign audience counts are always outdated — this integration means every new client and payment syncs instantly and your records stay current.
⚡
Account managers
You need to initiate onboarding sequences the moment a client signs up in Harvest, but you find out about new accounts hours later when checking billing sheets — with this integration, every new client record triggers instant INBOX contact creation so onboarding starts immediately.
📋
Project managers
You answer to stakeholders who want visibility into active client accounts and project sign-offs, but tracking project creation across disconnected apps causes reporting gaps — automating both apps means every project update flows straight into your contact database without manual re-entry.
🔄
Email marketing specialists
The volume of new clients and subscribers is too high for anyone to keep up by hand, leading to missed contacts and delayed autoresponders — connecting these apps means every Harvest client and invoice event populates your INBOX lists automatically.
🤝
Sales representatives
You own the handoff from signed contract to marketing engagement, but depend on manual CSV exports from Harvest to populate your mailing lists — this integration means every new client profile is created in INBOX the second it is registered.
📁
Operations leads
You need a reliable history of all client interactions and billing events, but keep finding gaps between timesheet software and email tools — this integration means every client addition, project setup, and paid invoice is logged reliably across your stack.

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 + INBOX
Build and manage your Harvest + INBOX automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Harvest + INBOX 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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Select Automation
2
Connect Accounts
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Automation is ready
Connect Harvest + INBOX Now 
In Just 1 Click!
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Connect Harvest + INBOX Now 
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Frequently Asked Questions
How do I connect Harvest to INBOX?
You can connect Harvest to INBOX instantly using ready workflows or build custom flows with Integrately AI. It takes just one click to link your accounts alongside tools like Slack, Google Sheets, and Trello.
Can I automatically sync my Harvest clients to INBOX email lists?
Can I connect Harvest, INBOX, and Slack?
What is a good Zapier alternative for Harvest and INBOX?
How does Harvest handle new client data during automation?
How are contacts updated in INBOX when client details change?
Do I need coding skills to set up Harvest and INBOX automations?
Is the Harvest and INBOX 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.
Want to automate something else in your workflow?
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