Harvest + Lob Integration

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.

Free foreverFree forever.
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
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
  • Lob
    Send letter in Lob
  • Lob
    Send postcard in Lob
  • Lob
    Verify US address in Lob
  • Lob
    Verify international address in Lob

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Ready Workflows Ready Workflows for Harvest + Lob Integration

Dispatch physical invoices, verify client addresses, send postcards, and notify your team, all in just one click.

Most popular automationmost-popular-automations
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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.

Harvest
Lob
+
AsanaAsana (8)
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QuickBooks OnlineQuickBooks Online (8)
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SlackSlack (8)
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Google SheetsGoogle Sheets (8)
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StripeStripe (8)
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HubSpotHubSpot (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.
H
L
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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.
H
L
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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.
H
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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.
H
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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.
H
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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.
H
L
A
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.
H
L
A
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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.

Supported triggers and actions for Harvest and Lob

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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Lob
Lob Triggers & Actions
No trigger is available
Send letter in Lob
Sends a letter
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Send postcard in Lob
Sends a physical postcard to a designated recipient
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Verify US address in Lob
Validates and ensure accuracy of us addresses
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Verify international address in Lob
Verify the validity of an international address
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What can you automate with Harvest + Lob?

Streamline your billing paperwork, client greetings, address verification, and multi-app workflows in just one click.

What you can automate?
✉️
Dispatch physical mail from invoices
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.
📋
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.
🔔
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.
🔀
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.
🔄
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.
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.
💳
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.
🔗
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
Finance directors
Project operations leads
Project operations leads
Client account managers
Client account managers
Billing administrators
Billing administrators
Operations coordinators
Operations coordinators
Compliance officers
Compliance officers
📈
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.
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.
🤝
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.
📋
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.
🔄
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.
📊
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

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 + 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
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
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 — 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
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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 Lob?
Frequently Asked Questions
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?
Frequently Asked Questions
Can I connect Harvest, Lob, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Harvest and Lob?
Frequently Asked Questions
How does Harvest handle new client data in this integration?
Frequently Asked Questions
Can Lob verify US addresses before mailing Harvest documents?
Frequently Asked Questions
Do I need coding skills to automate Harvest and Lob?
Frequently Asked Questions
Is the Harvest and Lob integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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

Harvest
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Lob
Popular Lob Integrations
Sync Lob with address verification, CRM, and marketing automation platforms to manage physical mail campaigns and customer communication effortlessly.
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