Harvest and Salesmate integration

Save yourself the work of writing custom integrations for Harvest and Salesmate and use n8n instead. Build adaptable and scalable Productivity, and Sales workflows that work with your technology stack. All within a building experience you will love.

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How to connect Harvest and Salesmate

Step 1: Create a new workflow
Step 2: Add and configure nodes
Step 3: Connect
Step 4: Customize and extend your integration
Step 5: Test and activate your workflow

Step 1: Create a new workflow and add the first step

In n8n, click the "Add workflow" button in the Workflows tab to create a new workflow. Add the starting point – a trigger on when your workflow should run: an app event, a schedule, a webhook call, another workflow, an AI chat, or a manual trigger. Sometimes, the HTTP Request node might already serve as your starting point.

Harvest and Salesmate integration: Create a new workflow and add the first step

Step 2: Add and configure Harvest and Salesmate nodes

You can find Harvest and Salesmate in the nodes panel. Drag them onto your workflow canvas, selecting their actions. Click each node, choose a credential, and authenticate to grant n8n access. Configure Harvest and Salesmate nodes one by one: input data on the left, parameters in the middle, and output data on the right.

Harvest and Salesmate integration: Add and configure Harvest and Salesmate nodes

Step 3: Connect Harvest and Salesmate

A connection establishes a link between Harvest and Salesmate (or vice versa) to route data through the workflow. Data flows from the output of one node to the input of another. You can have single or multiple connections for each node.

Harvest and Salesmate integration: Connect Harvest and Salesmate

Step 4: Customize and extend your Harvest and Salesmate integration

Use n8n's core nodes such as If, Split Out, Merge, and others to transform and manipulate data. Write custom JavaScript or Python in the Code node and run it as a step in your workflow. Connect Harvest and Salesmate with any of n8n’s 1000+ integrations, and incorporate advanced AI logic into your workflows.

Harvest and Salesmate integration: Customize and extend your Harvest and Salesmate integration

Step 5: Test and activate your Harvest and Salesmate workflow

Save and run the workflow to see if everything works as expected. Based on your configuration, data should flow from Harvest to Salesmate or vice versa. Easily debug your workflow: you can check past executions to isolate and fix the mistake. Once you've tested everything, make sure to save your workflow and activate it.

Harvest and Salesmate integration: Test and activate your Harvest and Salesmate workflow

Build your own Harvest and Salesmate integration

Create custom Harvest and Salesmate workflows by choosing triggers and actions. Nodes come with global operations and settings, as well as app-specific parameters that can be configured. You can also use the HTTP Request node to query data from any app or service with a REST API.

Harvest supported actions

Create

Create a client

Delete

Delete a client

Get

Get data of a client

Get Many

Get data of many clients

Update

Update a client

Get

Retrieves the company for the currently authenticated user

Create

Create a contact

Delete

Delete a contact

Get

Get data of a contact

Get Many

Get data of many contacts

Update

Update a contact

Create

Create an estimate

Delete

Delete an estimate

Get

Get data of an estimate

Get Many

Get data of many estimates

Update

Update an estimate

Create

Create an expense

Delete

Delete an expense

Get

Get data of an expense

Get Many

Get data of many expenses

Update

Update an expense

Create

Create an invoice

Delete

Delete an invoice

Get

Get data of an invoice

Get Many

Get data of many invoices

Update

Update an invoice

Create

Create a project

Delete

Delete a project

Get

Get data of a project

Get Many

Get data of many projects

Update

Update a project

Create

Create a task

Delete

Delete a task

Get

Get data of a task

Get Many

Get data of many tasks

Update

Update a task

Create via Duration

Create a time entry via duration

Create via Start and End Time

Create a time entry via start and end time

Delete

Delete a time entry

Delete External Reference

Delete a time entry’s external reference

Get

Get data of a time entry

Get Many

Get data of many time entries

Restart

Restart a time entry

Stop

Stop a time entry

Update

Update a time entry

Create

Create a user

Delete

Delete a user

Get

Get data of a user

Get Many

Get data of many users

Get data of authenticated user

Update

Update a user

Salesmate supported actions

Activity
Company
Deal

Create

Create an activity

Delete

Delete an activity

Get

Get an activity

Get Many

Get many companies

Update

Update an activity

Create

Create a company

Delete

Delete a company

Get

Get a company

Get Many

Get many companies

Update

Update a company

Create

Create a deal

Delete

Delete a deal

Get

Get a deal

Get Many

Get many deals

Update

Update a deal

Harvest and Salesmate integration details

Harvest is a time-tracking system that helps you track time across your projects, invoicing, reports, etc. It is easy to use, an empowers you with relevant, intelligent insights and analytics.

Harvest node docs + examples

Harvest credential docs

See Harvest integrations

Related categories

Productivity

Salesmate is a truly intelligent sales CRM (Customer Relationship Management) that reduces pain by helping you be more productive. Everything your sales team needs to sell more and to be more productive like building a sales line and tracking the progress of your leads is built in this software.

Salesmate node docs + examples

Salesmate credential docs

See Salesmate integrations

Related categories

Sales

Other integrations with Harvest