Harvest + Xeno Integration
Integrate Harvest to Xeno in one click, or tell Integrately AI how you want each client handled. Search contacts, update customer records, log new entries, and trigger follow-ups 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
New conversation is received in Xeno 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
- Update contact in Xeno
- Search contact in Xeno
Trusted by experts at...
Ready Workflows for Harvest + Xeno Integration
Capture client details, update contact records, search databases, and sync customer information, 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 + Xeno flow
Push synced data to your CRM, log project hours in spreadsheets, and alert your team instantly. Pick a combination and activate it in one click.
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Slack (6)
Slack (6) +
Google Drive (3)
Google Drive (3) +
Google Sheets (3)
Google Sheets (3) +
HubSpot (3)
HubSpot (3) +
Calendly (3)
Calendly (3) +
Stripe (3)
Stripe (3) H
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When a client is added in Harvest, update the contact in Xeno and notify your sales channel in Slack
New Harvest clients update your Xeno contacts instantly while your sales channel gets notified in Slack, eliminating manual copy-pasting.
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When an invoice is paid in Harvest, update the contact in Xeno and alert your finance channel in Slack
Paid Harvest invoices update your Xeno customer records and alert your finance team in Slack the moment funds arrive.
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When a new conversation is received in Xeno, create a client in Harvest and post the update in Slack
Incoming Xeno conversations automatically generate a new Harvest client record and notify your team in Slack.
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When a project is added in Harvest, search the contact in Xeno and notify your project channel in Slack
New Harvest projects trigger a contact search in Xeno and post a project kickoff notification in Slack.
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Use Claude to summarise every new conversation in Xeno, update the contact in Xeno, and post the brief in Slack
Claude analyses incoming Xeno conversations, updates contact records, and posts structured summaries in Slack.
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When a timesheet entry is created in Harvest, search contact in Xeno and notify your operations channel in Slack
Harvest timesheet entries trigger contact lookups in Xeno and log activity updates in Slack.
Supported triggers and actions for Harvest and Xeno
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 → Xeno Triggers & Actions
Instant
New conversation is received in Xeno
Triggers the automation when a new conversation is initiated
Try it → What can you automate with Harvest + Xeno?
Streamline your billing, customer support, and record-keeping with ready-made workflows designed for Harvest and Xeno.
🔄
Sync new Harvest clients to Xeno contacts automatically
Every time a client is added in Harvest, your Xeno contact list updates instantly. Eliminate manual data entry and keep your customer records accurate.
📋
Capture every submitted field and contact attribute
Map available client details, billing addresses, and project names from Harvest straight into Xeno contact fields without missing data.
🔔
Alert your team the moment a payment clears
Send instant notifications to your team whenever an invoice is paid in Harvest, ensuring everyone stays informed of incoming revenue.
🔀
Route records based on submitted client tiers
Apply conditional logic to handle VIP clients differently from standard accounts, updating contact records and assigning tasks accordingly.
📝
Keep customer records updated as projects change
Automatically update Xeno contact profiles whenever a project is added or a timesheet entry is created in Harvest.
🔍
Search and update instead of creating duplicates
Perform intelligent contact searches in Xeno before updating records, preventing duplicate profiles and keeping your database clean.
💳
Handle invoice status changes in real time
Track paid invoices and trigger automated contact updates in Xeno to reflect active customer statuses immediately.
🌐
Extend your workflow to Slack and spreadsheets
Connect Harvest and Xeno with Slack, Google Sheets, or other popular tools to build powerful multi-step operational pipelines.
And much more...
Who is Harvest + Xeno integration for?
Freelancers, agency owners, and finance teams connect Harvest and Xeno to eliminate manual data entry, streamline client updates, and keep records synchronized.
Finance managers
Support team leads
Account executives
Operations directors
Project managers
Freelancers and consultants
📈
Finance managers
You're tracking billable hours and generating invoices in Harvest, but your customer records remain disconnected from live chats in Xeno — with this integration, every new client update flows to your support tools so your team always has accurate billing history.
⚡
Support team leads
You're managing incoming inquiries in Xeno, but your billing profiles in Harvest take hours to update by hand — connecting these apps means every new conversation immediately triggers contact updates so your support staff never misses critical account details.
🤝
Account executives
You're reporting on client progress to stakeholders, but your project data and chat logs live in separate tabs — automating both apps means your team views unified client histories without wasting hours on manual copy-pasting.
📊
Operations directors
You're handling high volumes of project creation and timesheet entries, but keeping CRM records current falls behind — with this integration, every new project record automatically updates customer profiles across your entire tech stack.
💼
Project managers
You own the next step in client onboarding after someone is added in Harvest, but you find out too late when records are missing — connecting these apps means your workflow triggers instantly upon client creation so tasks start on time.
🔍
Freelancers and consultants
You need a reliable audit trail of paid invoices and client interactions, but you keep finding gaps between your time tracker and chat tool — automating both apps means your customer logs stay accurate and complete without extra effort.
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 + Xeno
Build and manage your Harvest + Xeno automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Harvest + Xeno 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 + Xeno Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Harvest to Xeno?
You can connect Harvest to Xeno in one click using ready-made templates on Integrately or by asking Integrately AI to build the workflow for you. It takes just minutes to link your accounts along with Slack, Google Sheets, or 1,500+ other apps.
Can I automatically update Xeno contacts when a client is added in Harvest?
Can I connect Harvest, Xeno, and Slack?
What is a good Zapier alternative for Harvest and Xeno?
How does Harvest handle client and invoice data during automation?
How do incoming Xeno conversations update my Harvest records?
Can I automate Harvest and Xeno without any coding skills?
Is the Harvest and Xeno integration free?
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