Integrate Harvest to Lob in one click, or tell Integrately AI how you want each invoice handled. Verify addresses, generate letters, dispatch physical invoices, and mail updates automatically.
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Harvest + Lob flow
Keep your project management, accounting, and messaging tools synchronized after every mailing event. Pick a combination and activate it in one click.
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Asana (8)
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QuickBooks Online (8)
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Slack (8)
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Google Sheets (8)
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Stripe (8)
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HubSpot (8)
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When a new invoice is added in Harvest, send a letter in Lob and create a task in Asana
Every Harvest invoice triggers a physical letter in Lob and creates a corresponding tracking task in Asana instantly. No manual printing, no forgotten follow-ups.
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When a new client is added in Harvest, send a welcome postcard in Lob and assign an onboarding task in Asana
New Harvest clients receive an automatic physical postcard via Lob while Asana creates and assigns their onboarding task. Your welcome process runs without manual coordination.
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When a timesheet entry is created in Harvest, verify the US address in Lob and update the review task in Asana
Verify client addresses in Lob whenever timesheet data logs in Harvest, then update the corresponding review task in Asana. Keep your project records accurate and verified.
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When an expense is added in Harvest, send a confirmation letter in Lob and create a review task in Asana
Record Harvest expenses, dispatch confirmation letters through Lob, and generate review tasks in Asana automatically. Streamline your financial documentation and audit trails.
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If a Harvest project is marked billable, send a Lob notification letter and create an Asana kickoff task
Route billable Harvest projects directly to Lob for physical notification letters while spawning specialized kickoff tasks in Asana. Automate project initiation with precision.
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When a Harvest invoice is paid, send a thank-you postcard in Lob and mark the Asana task complete
Paid Harvest invoices trigger appreciative physical postcards via Lob and automatically close out the corresponding task in Asana. Keep client relations warm and project lists clean.
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Use Claude to analyze Harvest project details, send a Lob summary letter if approved, and create an Asana task
Evaluate Harvest project notes with Claude, dispatch professional summary letters via Lob when approved, and organize next steps in Asana. Add intelligent oversight to your billing workflow.
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When a new client is added in Harvest, verify their address in Lob, create an Asana task, and notify your team on Slack
Verify client addresses in Lob, spin up onboarding tasks in Asana, and alert your team on Slack whenever a new client is added in Harvest. Coordinate multi-department handoffs instantly.
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When a new invoice is added in Harvest, send a letter in Lob and create an invoice in QuickBooks Online
New Harvest invoices generate physical mailing letters in Lob and duplicate cleanly into QuickBooks Online. Keep your accounting books and physical mailings perfectly aligned.
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When a new client is added in Harvest, send a welcome postcard in Lob and add a customer in QuickBooks Online
Harvest client additions trigger welcome postcards in Lob and establish new customer profiles in QuickBooks Online. Synchronize your CRM records and mailing lists effortlessly.
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When a timesheet entry is created in Harvest, verify the US address in Lob and update the customer record in QuickBooks Online
Verify client mailing addresses in Lob when logging timesheet entries in Harvest, then update customer details in QuickBooks Online. Maintain flawless financial records.
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When an expense is added in Harvest, send a confirmation letter in Lob and record an expense in QuickBooks Online
Log Harvest expenses, mail verification letters via Lob, and record expenses in QuickBooks Online automatically. Maintain complete financial transparency across your tech stack.
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If a Harvest invoice exceeds your standard threshold, send a priority Lob letter and create an invoice in QuickBooks Online
Route high-value Harvest invoices to priority physical mailing in Lob while generating corresponding entries in QuickBooks Online. Automate financial oversight for key accounts.
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When a Harvest invoice is paid, send a receipt letter in Lob and update the QuickBooks Online invoice status
Paid Harvest invoices trigger physical receipt letters in Lob and automatically update payment records in QuickBooks Online. Close your financial loops instantly.
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Use Gemini to categorize Harvest expense line items, send a Lob notice letter, and record the expense in QuickBooks Online
Classify Harvest expenses using Gemini, mail notice letters through Lob, and log categorized expenses in QuickBooks Online. Bring AI-powered intelligence to your accounting workflow.
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When a new client is added in Harvest, verify their address in Lob, create a QuickBooks Online customer, and create an onboarding task in Asana
Verify client addresses in Lob, set up QuickBooks Online customer records, and spawn onboarding tasks in Asana whenever a new client is added in Harvest.
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When a new invoice is added in Harvest, send a letter in Lob and notify your billing team on Slack
Harvest invoices trigger physical mailing letters in Lob while instantly alerting your team on Slack. Keep your finance channel informed and correspondence moving.
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When a new client is added in Harvest, send a welcome postcard in Lob and alert your sales channel in Slack
Welcome postcards sent via Lob pair with instant Slack announcements whenever a new client is added in Harvest. Celebrate new business wins with your entire team.
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When a project is added in Harvest, verify the US address in Lob and post a project update in Slack
Verify client addresses in Lob upon creating a Harvest project, then broadcast project details to your team in Slack. Ensure operational alignment from day one.
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When an expense is added in Harvest, send a confirmation letter in Lob and notify finance on Slack
Dispatch expense confirmation letters through Lob and alert your finance channel in Slack the moment an expense is logged in Harvest. Maintain tight financial control.
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If a Harvest task involves urgent review, send a Lob notice letter and alert the manager in Slack
Urgent Harvest tasks trigger priority Lob notice letters and immediate direct notifications in Slack. Ensure critical issues receive rapid leadership attention.
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When a Harvest invoice is paid, send a thank-you postcard in Lob and celebrate in your revenue channel on Slack
Paid Harvest invoices trigger appreciative postcards in Lob and post celebratory revenue updates to your team channel in Slack.
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Use ChatGPT to summarize Harvest timesheet data, send a Lob report letter, and post the brief in Slack
Summarize Harvest timesheet data using ChatGPT, mail professional report letters via Lob, and share executive briefs in Slack. Automate executive reporting entirely.
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When a person is assigned to a Harvest project, send an introductory Lob letter, create an Asana task, and notify your team on Slack
Project assignments in Harvest trigger introductory letters in Lob, create tracking tasks in Asana, and broadcast updates in Slack. Coordinate resource handoffs seamlessly.
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When a new invoice is added in Harvest, send a letter in Lob and create a spreadsheet row in Google Sheets
Harvest invoices trigger physical mailing letters in Lob and record clean spreadsheet rows in Google Sheets. Maintain comprehensive billing archives automatically.
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When a new client is added in Harvest, send a welcome postcard in Lob and add a row in Google Sheets
Harvest client additions generate welcome postcards in Lob and populate tracking rows in Google Sheets. Keep your master client directory updated effortlessly.
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When a timesheet entry is created in Harvest, verify the US address in Lob and update the tracking sheet in Google Sheets
Verify client addresses in Lob upon logging Harvest timesheet entries, then update your tracking logs in Google Sheets. Keep project hour records clean and verified.
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When an expense is added in Harvest, send a confirmation letter in Lob and log the expense in Google Sheets
Log Harvest expenses, mail physical confirmation letters via Lob, and record details in Google Sheets. Keep your project expense audits transparent and organized.
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If a Harvest project has billable status, send a Lob update letter and log the project in Google Sheets
Route billable Harvest projects to Lob for physical update letters while logging project parameters in Google Sheets. Automate project tracking with precision.
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When a Harvest invoice is paid, send a thank-you postcard in Lob and update the payment row in Google Sheets
Paid Harvest invoices trigger physical thank-you postcards in Lob and update payment tracking rows in Google Sheets. Keep your financial spreadsheets synchronized.
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Use Perplexity to analyze Harvest client metrics, send a Lob strategic letter, and log the insights in Google Sheets
Analyze Harvest client data using Perplexity, mail strategic insight letters via Lob, and record findings in Google Sheets. Elevate client reporting with AI assistance.
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When a project is added in Harvest, send a Lob welcome letter, log it in Google Sheets, and create an Asana task
Send welcome letters via Lob, log project records in Google Sheets, and initialize Asana tasks whenever a new project is added in Harvest.
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When a new invoice is added in Harvest, send a letter in Lob and create a customer in Stripe
Harvest invoices trigger physical mailing letters in Lob while establishing matching customer records in Stripe. Synchronize your physical and digital billing pipelines.
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When a new client is added in Harvest, send a welcome postcard in Lob and create a payment link in Stripe
Harvest client additions generate welcome postcards in Lob and instantly generate payment links in Stripe. Streamline client onboarding and payment collection.
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When an invoice with line items is added in Harvest, verify the address in Lob and update the subscription in Stripe
Verify client addresses in Lob when detailed Harvest invoices are generated, then update matching subscriptions in Stripe. Ensure billing and mailing profiles match.
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When an expense is added in Harvest, send a confirmation letter in Lob and record a charge in Stripe
Log Harvest expenses, mail confirmation letters via Lob, and record corresponding charges in Stripe. Maintain rigorous financial tracking across services.
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If a Harvest invoice exceeds your limit, send a Lob priority letter and create a custom Stripe invoice
Route high-value Harvest invoices to priority mailing in Lob while generating customized invoices in Stripe. Automate VIP financial workflows securely.
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When a Harvest invoice is paid, send a receipt postcard in Lob and record the payment in Stripe
Paid Harvest invoices trigger physical receipt postcards in Lob and record completed payments in Stripe. Keep your payment logs synchronized and transparent.
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Use Claude to review Harvest billing details, send a Lob notice letter, and create a Stripe customer profile
Review Harvest billing data with Claude, mail professional notice letters via Lob, and establish Stripe customer profiles. Bring AI intelligence to your billing setup.
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When a new client is added in Harvest, verify their address in Lob, create a Stripe customer, and notify your team on Slack
Verify client addresses in Lob, establish Stripe customer profiles, and alert your team on Slack whenever a new client is added in Harvest.
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When a new client is added in Harvest, send a welcome postcard in Lob and create a contact in HubSpot
Harvest client additions trigger welcome postcards in Lob and automatically create corresponding contacts in HubSpot. Keep your CRM and mailing lists synchronized.
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When a new invoice is added in Harvest, send a letter in Lob and create a deal in HubSpot
New Harvest invoices generate physical mailing letters in Lob and establish tracking deals in HubSpot. Bridge your financial billing and CRM pipelines.
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When a project is added in Harvest, verify the US address in Lob and update the deal stage in HubSpot
Verify client addresses in Lob upon creating a Harvest project, then update matching deal stages in HubSpot. Keep your sales pipeline current and verified.
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When an expense is added in Harvest, send a confirmation letter in Lob and create a task in HubSpot
Log Harvest expenses, mail confirmation letters via Lob, and create follow-up tasks in HubSpot. Maintain thorough project oversight and client accountability.
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If a Harvest client is enterprise tier, send a custom Lob letter and create a priority contact in HubSpot
Route enterprise Harvest clients to customized Lob mailing letters while establishing priority contacts in HubSpot. Automate VIP account management effortlessly.
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When a Harvest invoice is paid, send a thank-you postcard in Lob and update the deal status in HubSpot
Paid Harvest invoices trigger appreciative postcards in Lob and automatically update deal statuses to closed-won in HubSpot. Keep your sales pipeline accurate.
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Use Gemini to analyze Harvest project scope, send a Lob executive letter, and update the HubSpot deal
Analyze Harvest project scopes using Gemini, mail executive summary letters via Lob, and update HubSpot deals with insights. Bring AI intelligence to account management.
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When a new client is added in Harvest, verify their address in Lob, create a HubSpot contact, and log a tracking row in Google Sheets
Verify client addresses in Lob, create HubSpot contacts, and log master tracking rows in Google Sheets whenever a new client is added in Harvest.
Supported triggers and actions for Harvest and Lob
Mix and match to build the exact automation you need
Harvest Triggers & Actions
Expense is added in Harvest
Triggers the automation when a new expense is added
Automatically send a printed letter or collection notice via Lob the moment a new invoice is added in Harvest. Remove post office trips and manual printing tasks entirely.
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Capture every submitted client field
Map all available Harvest client details and line items into Lob mailing templates instead of basic names alone. Ensure your physical correspondence is completely accurate.
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Alert your team instantly on Slack
Notify your finance or billing channel on Slack the exact second a Lob letter is dispatched or a Harvest invoice is paid. Keep every department perfectly aligned.
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Route mailings based on invoice value
Send priority Lob letters for high-value Harvest invoices while routing standard statements through regular postal workflows. Automate business rules without manual sorting.
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Keep project records continuously updated
Update task boards in Asana or customer records in QuickBooks Online automatically as Harvest projects and timesheets progress. Eliminate stale data across your tools.
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Add or update records without duplicates
Check existing customer databases in HubSpot or Stripe before creating new profiles from Harvest client data. Keep your master directories clean and deduplicated.
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Handle paid invoices and receipts
Trigger thank-you postcards in Lob and record payment receipts in Stripe or QuickBooks Online the moment an invoice is paid in Harvest. Close billing loops instantly.
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Extend workflows to your favorite CRM
Connect Harvest and Lob with HubSpot, Asana, or Google Sheets to build powerful multi-app pipelines that handle your complete client lifecycle.
And much more...
Who is Harvest + Lob integration for?
Finance teams, project managers, and client service leads automate physical mailings and tracking updates to eliminate manual paperwork and delays.
Finance directors
Project operations leads
Client account managers
Billing administrators
Operations coordinators
Compliance officers
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Finance directors
You compile billing reports and accounts receivable data manually, but your physical invoices and financial ledgers often fall out of sync — this integration means every new Harvest invoice automatically triggers a Lob mailing letter and updates your accounting records instantly.
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Project operations leads
You need to dispatch client notices and assign team tasks immediately upon project startup, but manual paperwork slows down your kickoff phase — automating both apps means every new Harvest project instantly verifies client addresses in Lob and spawns project tasks without delay.
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Client account managers
You answer to key clients who expect prompt physical welcome materials and accurate billing documentation, but manual coordination creates gaps — connecting these apps means every new Harvest client automatically receives a Lob postcard while your CRM records stay fully current.
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Billing administrators
The sheer volume of monthly invoices and expense reports makes manual printing and post office runs impossible to sustain — with this integration, every Harvest invoice and expense record translates directly into physical mailing letters through Lob without human intervention.
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Operations coordinators
You own downstream task execution and depend on upstream billing events to know when work begins, but communication delays stall your workflow — automating both apps means every Harvest timesheet entry or project update instantly triggers your task management tools.
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Compliance officers
You need an unbroken, reliable audit trail of every client notice and financial document mailed, but manual tracking leaves missing gaps — integrating these apps means every physical letter sent via Lob matches precisely with your Harvest transaction history.
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 + Lob
Build and manage your Harvest + Lob automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Harvest + Lob 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.
You can connect Harvest to Lob in 1 click using ready workflows on Integrately, or use Integrately AI to build custom multi-step automations connecting to Asana, QuickBooks Online, Slack, and 1,500+ other apps.
Can I automatically send a Lob letter when a new invoice is added in Harvest?
You can automatically send a Lob letter whenever a new invoice is added in Harvest using 1-click ready automations or by telling Integrately AI how you want your physical mailings handled.
Can I connect Harvest, Lob, and Slack?
You can connect Harvest, Lob, and Slack in a single multi-step automation to dispatch physical letters and notify your team instantly, along with Asana, QuickBooks Online, and 1,500+ other apps.
What is a good Zapier alternative for Harvest and Lob?
Integrately is a fast, reliable alternative to most alternatives for connecting Harvest and Lob, offering 20 million+ ready templates, 24/5 live chat support, and 1,500+ app integrations.
How does Harvest handle new client data in this integration?
Harvest triggers automations the moment a new client is added, allowing you to verify addresses in Lob, create CRM contacts, and sync records instantly.
Can Lob verify US addresses before mailing Harvest documents?
Lob can verify US and international addresses automatically whenever client or timesheet data is processed from Harvest, ensuring high deliverability.
Do I need coding skills to automate Harvest and Lob?
You do not need coding skills to connect Harvest and Lob. You can use ready automation templates or describe your desired workflow to Integrately AI.
Is the Harvest and Lob integration free?
The Harvest and Lob integration is available on Integrately with a free forever plan, giving you access to ready workflows and instant automation setup.
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