Integrate Harvest to Trengo in one click, or tell Integrately AI how you want each project handled. Create tickets, assign tasks, log communication, and alert your support team automatically.
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Harvest + Trengo flow
Sync project tracking and customer communication with your favorite productivity, CRM, and finance tools. Pick a combination and activate it in one click.
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Trello (4)
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Asana (4)
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Slack (4)
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HubSpot (4)
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Google Sheets (4)
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Stripe (4)
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Create a Trello card and a Trengo ticket whenever a new project is added in Harvest
New Harvest projects instantly generate a Trello card and a Trengo ticket, keeping your task boards and support queues fully synchronized.
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Create a Trello card for every new inbound message in Trengo and log a task in Harvest
Inbound Trengo messages automatically appear as Trello cards and create corresponding Harvest tasks for precise tracking.
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When a Trengo ticket is closed, move the matching Trello card and create a timesheet entry in Harvest
Resolved Trengo tickets update your Trello boards and record completed hours in Harvest automatically.
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If a Harvest invoice is paid, archive the Trello card and close the matching Trengo ticket
Paid Harvest invoices close out related Trello cards and resolve active Trengo support tickets instantly.
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Create an Asana task and a Trengo ticket whenever a new project is added in Harvest
New Harvest projects trigger new Asana tasks and Trengo tickets, keeping execution and communication in sync.
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Create an Asana task for every new inbound message in Trengo and log a task in Harvest
Trengo messages become actionable Asana tasks while logging corresponding billable tasks in Harvest.
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When a Trengo ticket is closed, complete the Asana task and log a timesheet entry in Harvest
Closed Trengo support tickets mark Asana tasks as complete and record billable hours in Harvest.
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If a Harvest invoice is paid, complete the Asana task and close the matching Trengo ticket
Paid Harvest invoices finalize Asana project tasks and close corresponding Trengo support tickets.
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Notify your team in Slack and create a Trengo ticket whenever a new project is added in Harvest
New Harvest projects alert your Slack channel instantly while opening a tracking ticket in Trengo.
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Notify your team in Slack for every new inbound message in Trengo and create a Harvest task
Inbound Trengo messages trigger Slack team alerts and create billable tasks in Harvest.
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When a Trengo ticket is closed, announce the resolution in Slack and log a timesheet entry in Harvest
Closed Trengo tickets broadcast success updates in Slack and record billable work in Harvest.
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If a Harvest invoice is paid, post a revenue alert in Slack and close the matching Trengo ticket
Paid Harvest invoices trigger celebratory Slack revenue alerts and close out associated Trengo tickets.
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Create a HubSpot contact and a Trengo ticket whenever a new client is added in Harvest
New Harvest clients automatically populate HubSpot CRM records and establish support tickets in Trengo.
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Create a HubSpot contact for every new inbound message in Trengo and create a Harvest client
New Trengo messages create HubSpot CRM profiles and register new client accounts in Harvest.
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When a Trengo ticket is closed, update the HubSpot deal stage and create a Harvest timesheet entry
Resolved Trengo tickets advance HubSpot deals and log billable timesheet entries in Harvest.
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If a Harvest invoice is paid, update the HubSpot deal to closed won and close the Trengo ticket
Paid Harvest invoices mark HubSpot deals as won and resolve corresponding Trengo support tickets.
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Log every new project in Google Sheets and create a Trengo ticket whenever a project is added in Harvest
New Harvest projects populate Google Sheets rows and initialize support tickets in Trengo automatically.
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Log every new inbound message in Google Sheets and create a Harvest task
Inbound Trengo messages are recorded in Google Sheets while creating billable tasks in Harvest.
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When a Trengo ticket is closed, update the Google Sheets log and create a Harvest timesheet entry
Closed Trengo tickets update spreadsheet records and log timesheet entries in Harvest.
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If a Harvest invoice is paid, update the Google Sheets financial log and close the Trengo ticket
Paid Harvest invoices update spreadsheet financial logs and close associated Trengo tickets.
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Create a Stripe customer and a Trengo ticket whenever a new client is added in Harvest
New Harvest clients automatically generate Stripe customer profiles and Trengo support tickets.
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Create a Stripe customer for every new inbound message in Trengo and create a Harvest client
Inbound Trengo messages create Stripe customer accounts and register new clients in Harvest.
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When a Trengo ticket is closed, log a payment record in Stripe and create a Harvest timesheet entry
Resolved Trengo tickets update Stripe payment records and log billable hours in Harvest.
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If a Harvest invoice is paid, record the payment in Stripe and close the matching Trengo ticket
Paid Harvest invoices record transactions in Stripe and resolve associated Trengo support tickets.
Supported triggers and actions for Harvest and Trengo
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 open a support ticket in Trengo the moment a new project is added in Harvest. Your customer success team gets immediate visibility into new client deliverables.
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Capture every submitted client field
Map complete client details from Harvest into Trengo contact profiles instead of just basic names. Your support reps get full context before answering inquiries.
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Alert your team instantly on ticket updates
Notify staff members as soon as client tickets are assigned or closed in Trengo, ensuring prompt follow-ups and seamless handoffs.
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Route workflows based on invoice status
Execute different actions depending on whether a Harvest invoice is paid or pending. Trigger automated receipt logs or follow-up reminders instantly.
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Keep client records continuously synchronized
Update contact details and project states across Harvest and Trengo automatically whenever changes occur in either platform.
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Find and update existing records
Search for existing clients and tickets before creating entries, preventing duplicate profiles and keeping your databases clean.
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Log timesheet entries upon ticket closure
Record billable hours or timesheet entries in Harvest automatically when support tickets are successfully closed in Trengo.
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Extend flows to popular productivity apps
Connect your Harvest and Trengo core workflow to Slack, Trello, Asana, or HubSpot for comprehensive team collaboration.
And much more...
Who is Harvest + Trengo integration for?
Consultancies, agencies, and support teams connecting Harvest and Trengo eliminate manual data silos and streamline client communication.
Finance Managers
Support Leads
Account Executives
Operations Directors
Project Managers
Billing Specialists
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Finance Managers
You're tracking billable hours and invoices in Harvest but client payment records lag behind in your communication tools, so your financial reporting is always outdated — this integration means every invoice payment updates your records instantly and your accounts stay reconciled.
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Support Leads
You need to act fast on client requests, but customer messages in Trengo get disconnected from project tracking data, so tickets stall out — automating both apps means every inbound message generates actionable tasks and support queues move without delay.
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Account Executives
You answer to clients who want to see real-time progress on their projects, but manual status updates take hours away from billable work — connecting these apps means every project addition and ticket resolution updates your tracking channels automatically.
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Operations Directors
The volume of projects and tickets is too high for anyone to keep up by hand, leading to missed client notes and billing errors — with this integration, every client record and support ticket syncs smoothly across your entire team.
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Project Managers
You own the project delivery phase and depend on upstream client sign-offs to begin work, but communication delays bottleneck your schedule — this integration means every client creation or invoice payment kicks off your project tasks instantly.
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Billing Specialists
You need a reliable history of billable hours and client interactions, but keep finding gaps between timesheet logs and support records — automating both apps means every task and ticket creates an airtight audit trail.
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 + Trengo
Build and manage your Harvest + Trengo automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Harvest + Trengo 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 Trengo in 1-click using ready-made templates on Integrately or ask Integrately AI to build your automation. It takes minutes to link your accounts and sync data across apps like Slack, HubSpot, and Google Sheets.
Can I automatically create a Trengo ticket when a new project is added in Harvest?
Yes, you can create a Trengo ticket automatically whenever a new project is added in Harvest. Choose a ready automation template on Integrately or customize your workflow instantly with Integrately AI.
Can I connect Harvest, Trengo, and Slack?
Yes, you can connect Harvest, Trengo, and Slack together in a multi-step workflow. Sync projects and customer messages, then send instant notifications to your team along with 1,500+ other apps.
What is a good Zapier alternative for Harvest and Trengo?
Most alternatives charge high fees for multi-step flows, but Integrately offers 20 million+ ready automations, 24/5 live chat support, and AI-assisted workflow building to connect Harvest and Trengo effortlessly.
How does Harvest handle client and project data in this integration?
Harvest triggers automations when projects, clients, or invoices are added or paid. You can start from a ready automation to map your timesheet data directly into communication and CRM tools.
Can Trengo trigger automations when support tickets are closed?
Yes, Trengo can trigger workflows when support tickets are closed or when inbound messages arrive. Start from a ready automation to update your timesheets and project boards instantly.
Do I need coding skills to automate Harvest and Trengo?
No coding skills are required to connect Harvest and Trengo. You can use ready-made templates or describe your exact workflow to Integrately AI for instant setup.
Is the Harvest and Trengo integration free?
You can start connecting Harvest and Trengo on the free forever plan available on Integrately. Explore pricing options to unlock premium features and advanced multi-step automations.
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