Harvest + Trengo Integration

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.

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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
  • Trengo
    New inbound message is added in Trengo Instant
  • Trengo
    New outbound message is added in Trengo Instant
  • Trengo
    New internal note is added in Trengo Instant
  • Trengo
    Phone call is missed in Trengo Instant
  • Trengo
    Phone call is ended in Trengo Instant
  • Trengo
    Phone call is started in Trengo Instant
  • Trengo
    Ticket is assigned in Trengo Instant
  • Trengo
    Ticket is closed in Trengo Instant
  • Trengo
    Ticket is reopened in Trengo Instant
  • Trengo
    Ticket marked as spam in Trengo Instant
  • Trengo
    Ticket unmarked as spam in Trengo Instant
  • Trengo
    Ticket label is added in Trengo Instant
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
  • Trengo
    Add comment on ticket in Trengo
  • Trengo
    Send a message in Trengo
  • Trengo
    Send a WhatsApp message template in Trengo
  • Trengo
    Send message to ticket in Trengo
  • Trengo
    Send media message to ticket in Trengo
  • Trengo
    Create a ticket in Trengo
  • Trengo
    Reopen a ticket in Trengo
  • Trengo
    Attach a label in Trengo
  • Trengo
    Assign a ticket in Trengo
  • Trengo
    Close ticket in Trengo
  • Trengo
    Mark ticket as spam in Trengo
  • Trengo
    Unmark ticket as spam in Trengo
  • Trengo
    Mark a ticket as favorite in Trengo
  • Trengo
    Unmark a ticket as favorite in Trengo
  • Trengo
    Create a user in Trengo
  • Trengo
    Log a phone call in Trengo
  • Trengo
    Create contact in Trengo
  • Trengo
    Search contact in Trengo
  • Trengo
    Get contact by ID in Trengo
  • Trengo
    Update contact in Trengo
  • Trengo
    Delete contact in Trengo

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Ready WorkflowsReady Workflows   for Harvest + Trengo Integration

Capture project updates, log client details, notify support agents, and track billable records, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

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 + 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.

Harvest
Trengo
+
TrelloTrello (4)
+
AsanaAsana (4)
+
SlackSlack (4)
+
HubSpotHubSpot (4)
+
Google SheetsGoogle Sheets (4)
+
StripeStripe (4)
H
T
T
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.
T
H
T
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.
T
H
T
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.
H
T
T
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.

Supported triggers and actions for Harvest and Trengo

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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Trengo
Trengo Triggers & Actions
Instant
New inbound message is added in Trengo
Triggers the automation when a new message is received
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Instant
New outbound message is added in Trengo
Triggers the automation when a new outbound message is added
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Instant
New internal note is added in Trengo
Triggers the automation when a new internal note is added
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Instant
Phone call is missed in Trengo
Triggers the automation when a phone call is missed
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Instant
Phone call is ended in Trengo
Triggers the automation when a phone call is ended
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Instant
Phone call is started in Trengo
Triggers the automation when a phone call is started
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Instant
Ticket is assigned in Trengo
Triggers the automation when a ticket is assigned to a team member
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Instant
Ticket is closed in Trengo
Triggers the automation when a ticket is closed
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Instant
Ticket is reopened in Trengo
Triggers the automation when a ticket is reopened
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Instant
Ticket marked as spam in Trengo
Triggers the automation when a ticket is marked as spam
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Instant
Ticket unmarked as spam in Trengo
Triggers the automation when the spam label from any ticket is removed
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Instant
Ticket label is added in Trengo
Triggers the automation when a new label is added to a ticket
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Add comment on ticket in Trengo
Sends a message to a ticket
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Send a message in Trengo
Sends a message to a recipient
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Send a WhatsApp message template in Trengo
Sends a whatsapp message template
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Send message to ticket in Trengo
Sends a message to a ticket
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Send media message to ticket in Trengo
Sends a media message to a ticket
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Create a ticket in Trengo
Generates a new ticket
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Reopen a ticket in Trengo
Reopens a ticket
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Attach a label in Trengo
Assigns a label to a item
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Assign a ticket in Trengo
Assigns tickets to team members based on predefined criteria
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Close ticket in Trengo
Close support tickets based on particular criteria
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Mark ticket as spam in Trengo
Flag ticket as spam
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Unmark ticket as spam in Trengo
Unmarks a ticket as spam
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Mark a ticket as favorite in Trengo
Save important tickets for quick access
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Unmark a ticket as favorite in Trengo
Unmarks a ticket as a favorite
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Create a user in Trengo
Creates a new user account
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Log a phone call in Trengo
Record and save phone call logs
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Create contact in Trengo
Creates a new contact
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Search contact in Trengo
Searches for a contact
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Get contact by ID in Trengo
Retrieves a contact using their id
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Update contact in Trengo
Updates an existing contact
Try it →
Delete contact in Trengo
Deletes a contact
Try it →

What can you automate with Harvest + Trengo?

Connect your time tracking and customer communication to streamline daily operations.

What you can automate?
🎫
Create Trengo tickets from Harvest projects
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.
📋
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.
🔔
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.
🔀
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.
🔄
Keep client records continuously synchronized
Update contact details and project states across Harvest and Trengo automatically whenever changes occur in either platform.
🔍
Find and update existing records
Search for existing clients and tickets before creating entries, preventing duplicate profiles and keeping your databases clean.
⏱️
Log timesheet entries upon ticket closure
Record billable hours or timesheet entries in Harvest automatically when support tickets are successfully closed in Trengo.
🔗
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
Finance Managers
Support Leads
Support Leads
Account Executives
Account Executives
Operations Directors
Operations Directors
Project Managers
Project Managers
Billing Specialists
Billing Specialists
📈
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.
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.
📊
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.
🚀
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.
👥
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.
📝
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

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 + 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
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
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
That’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 Trengo?
Frequently Asked Questions
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?
Frequently Asked Questions
Can I connect Harvest, Trengo, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Harvest and Trengo?
Frequently Asked Questions
How does Harvest handle client and project data in this integration?
Frequently Asked Questions
Can Trengo trigger automations when support tickets are closed?
Frequently Asked Questions
Do I need coding skills to automate Harvest and Trengo?
Frequently Asked Questions
Is the Harvest and Trengo integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
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?

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

Harvest
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Trengo
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Sync Trengo with CRM, helpdesk, and email marketing platforms to manage customer communication effectively.
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