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Harvest + WPForms Integration
Integrate Harvest to WPForms in one click, or tell Integrately AI how you want each submission handled. Create clients and projects, log tasks, notify your team, and track billable hours automatically.
Free forever.Use premium features free for 14 days.1.
Expense is added in Harvest- Invoice is paid in Harvest
- Timesheet entry is created in Harvest
- Task is added in Harvest
- Project is added in Harvest
- Person is assigned to project in Harvest
- Invoice (with line items) is added in Harvest
- Invoice is added in Harvest
- Client is added in Harvest
- Contact is added in Harvest
- Person is added in Harvest
Form is submitted in WPForms Instant
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- Find task by ID in Harvest
- Find project by ID in Harvest
- Find client by ID in Harvest
- Create time entry with start and end time in Harvest
- Create project in Harvest
- Create timesheet entry in Harvest
- Create task in Harvest
- Create client in Harvest
- Create and start timer in Harvest
- Create contact in Harvest
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Ready Workflows for Harvest + WPForms Integration
Capture form submissions, create clients, set up projects, log tasks, and keep your billable hours organised, 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 + WPForms flow
Send notifications, update accounting records, organise documents, and track follow-ups after your form data reaches Harvest. Pick a combination and activate it in one click.
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Slack (8)
Slack (8) +
QuickBooks Online (8)
QuickBooks Online (8) +
Gmail (8)
Gmail (8) +
Google Drive (8)
Google Drive (8) +
Trello (8)
Trello (8) +
Stripe (8)
Stripe (8) W
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When a form is submitted in WPForms, create a new client in Harvest, and notify your team instantly on Slack.
New WPForms submissions immediately create a client in Harvest while posting an instant alert in Slack.
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When a form is submitted in WPForms, create a project in Harvest, and alert your project channel in Slack.
Turn WPForms submissions into Harvest projects and notify your project managers in Slack right away.
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When a form is submitted in WPForms, create a contact in Harvest, and post the details to Slack.
Capture contact details from WPForms submissions into Harvest and broadcast them on Slack.
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When a form is submitted in WPForms, create a task in Harvest, and send a task notification in Slack.
Add Harvest tasks automatically from WPForms form submissions and alert your team in Slack.
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If a WPForms submission selects retainer work, create a project in Harvest and alert your VIP channel in Slack.
Route high-value retainer submissions from WPForms into Harvest projects with targeted Slack alerts.
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When a form is submitted in WPForms, create a client in Harvest, and schedule a follow-up reminder in Slack.
Create Harvest clients from WPForms entries and set team follow-up reminders in Slack.
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Use Claude to analyse every WPForms submission, create a project in Harvest with the breakdown, and post the brief in Slack.
Summarise form submissions with Claude, create structured Harvest projects, and share briefs on Slack.
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When a form is submitted in WPForms, create a project in Harvest, create a card in Trello, and announce it in Slack.
Coordinate multi-app project setups across Harvest, Trello, and Slack from a single WPForms entry.
Supported triggers and actions for Harvest and WPForms
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 → WPForms Triggers & Actions
What can you automate with Harvest + WPForms?
Streamline your client intake and project setup by connecting WPForms submissions directly to Harvest.
📈
Create Harvest clients from form submissions
Turn every WPForms form submission into a new client or project in Harvest automatically. Eliminate manual copy-pasting and start tracking billable work right away.
📋
Capture every submitted form field
Map detailed form answers from WPForms into Harvest client and project notes instead of just basic contact info. Your project records become comprehensive reference points.
🔔
Alert your team instantly on Slack
Send real-time notifications to your team whenever a new client or project is created in Harvest from a form submission. Keep everyone aligned on new business.
🔀
Route submissions based on service type
Send form submissions to different Harvest projects or client categories depending on what the user selects in their WPForms submission.
🔄
Keep project records up to date
Update existing Harvest client details and project parameters automatically as clients submit updated information through your online forms.
🛡️
Prevent duplicate client entries
Search existing Harvest records before creating new clients or projects, ensuring your account database stays clean and free of duplicates.
⏱️
Handle later project status updates
Track your billable hours and manage project milestones in Harvest as client engagements progress from initial form submission to final invoicing.
🔗
Extend your workflow to accounting and CRM
Connect WPForms and Harvest with tools like QuickBooks Online or Stripe to sync customer payments and invoices seamlessly after form submission.
And much more...
Who is Harvest + WPForms integration for?
Connecting WPForms form submissions to Harvest clients and projects eliminates manual data entry for agencies, freelancers, and growing service teams.
Finance managers
Project coordinators
Account managers
Agency owners
Operations leads
Operations directors
📈
Finance managers
You report on billable hours and revenue from client work, but your time tracking and form data are always out of sync — integrating these apps means every new client and project is recorded instantly and your financial reports stay current.
🚨
Project coordinators
You need to assign resources and kick off billable work the moment a client signs up, but you find out too late when details are trapped in form submissions — connecting these apps means project details land in Harvest immediately and your team starts on time.
📊
Account managers
You answer to clients who want to see prompt setup and project tracking, but manual data entry causes delays — automating both apps means client profiles and project structures are created instantly so nothing falls through the cracks.
⚡
Agency owners
The volume of incoming client inquiry forms is too high for anyone to keep up by hand, leading to missed client records — with this integration, every submission creates a Harvest client and project without manual copy-pasting.
🤝
Operations leads
You own the onboarding workflow and depend on someone upstream to hand over form details before you can set up billable tracking — this integration means form data flows straight into Harvest to automate your entire client setup process.
🔍
Operations directors
You need a reliable history of client intake and project creation, but keep finding gaps caused by manual entry errors — automating both apps means every form submission is accurately logged in Harvest every time.
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 + WPForms
Build and manage your Harvest + WPForms automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Harvest + WPForms 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?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Harvest + WPForms Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Harvest to WPForms?
You can connect Harvest to WPForms in 1-click using ready-made templates on Integrately. Use Integrately AI to customise your client intake workflow and sync data with tools like Slack, QuickBooks Online, and Gmail.
How can I automatically create Harvest clients from WPForms submissions?
Can I connect Harvest, WPForms, and Slack?
What is a good Zapier alternative for Harvest and WPForms?
Can I track billable hours and projects using Harvest after a form submission?
How does WPForms capture form submission data for client intake?
Can I automate my client onboarding between Harvest and WPForms without coding?
Is the Harvest and WPForms integration free?
Didn't find the answer you were looking for?
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Want to automate something else in your workflow?
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