Harvest

Run Harvest time tracking, projects, and invoicing from your flows: log time, sync clients and projects, and draft invoices from tracked hours. Agents assemble billing and route each invoice to a person before it is sent.

33 actions available

A billing period closes on a schedule

Agent pulls the period's billable hours with List Time Entries

Agent confirms the hours map to billable projects and tasks

Agent totals the hours per client against the project's rate

Agent drafts an invoice for the client with the line items

Agent posts the drafted invoice total to the finance channel

The invoice is routed to a person to approve before Send Invoice emails it

What This Integration Enables

FlowRunner agents use Harvest to run tracking and billing as decisions, not manual assembly. An agent can log time and start, stop, or restart timers, keep clients, projects, and tasks in sync with a CRM, and paginate time entries into a report. It can draft an invoice from a period's billable hours, update it, and reconcile it, then hand it to a person to send. Because the connector reads company settings, the agent can confirm whether the account tracks time by duration or by start and end times before it logs. The routine tracking and drafting run on their own. The invoice send, which puts a dollar figure in front of a client, is where the agent stops to ask.

Without FlowRunner

Manual invoice assembly Someone tallies hours and builds each client invoice by hand

Slow billing Invoices go out late because assembling them is a chore

Unchecked sends Invoices email clients without a final human review

With FlowRunner

Invoices draft themselves The agent totals billable hours and drafts the invoice automatically

Fast, consistent billing Every client's invoice is assembled the same way at period close

Reviewed before sending A person approves each invoice before it reaches the client

Use Case Scenarios

Time to Draft Invoice

At period close, the agent pulls billable hours with List Time Entries, totals them per client against the project rate, and drafts an invoice with Create Invoice. It posts the draft total to finance. The invoice is assembled without anyone tallying hours by hand, and it waits for a person before it goes out.

Client Onboarding

A new client row appears in a spreadsheet. The agent calls Create Client, then Create Project to set up their engagement for time tracking, and provisions the tasks the project needs. The client is ready for tracking without manual setup in Harvest.

Timer Automation from a Task Tool

When a task starts in another tool, the agent starts a Harvest timer against the matching project with Start Timer, and stops it with Stop Timer when the task closes. Because the connector checks company settings, it logs the entry in the format the account expects, whether that is duration or timestamps.

Human-in-Loop Highlight

When the agent has a drafted invoice ready and the next step is Send Invoice, it does not email the client on its own. Sending an invoice puts a specific dollar figure in front of a client and starts the clock on payment, and a wrong total or a mislabeled line item is a client conversation nobody wants. The agent pauses and routes to the account owner through their preferred channel: "Invoice for [Client] totals [amount] across [N] line items from [period]'s hours. Approve to send, or hold to fix line items?" The owner approves, and the agent runs Send Invoice only then. Routine tracking and drafting run on their own; emailing a client an invoice reaches a person first.

Agent processes routinely

Detects exception requiring judgment

Clear match Continues automatically

Ambiguous Routes to human via email

Human decides

Agent resumes with decision

Agent Capabilities

33 actions

Time Entries

Create Time Entry Creates a time entry for a project and task by hours or start time, defaulting to the authenticated user. Used to log work.
Start Timer Starts a running timer for a project and task. Used to begin tracking when work starts.
Stop Timer Stops a running timer and records the hours. Used to close out tracking.
Restart Timer Restarts a stopped entry as a new running timer. Used to resume tracking on the same work.
Get Time Entry Retrieves a single entry with its user, project, task, and hours. Used to read an entry before acting.
List Time Entries Lists entries with user, client, project, and date-range filters, paged. Used to pull billable hours for invoicing or reporting.
Update Time Entry Updates an entry's fields, changing only the ones provided. Used to correct hours or reassign a project.
Delete Time Entry Permanently deletes a time entry. Used to remove an erroneous log.

Projects

List Projects Lists projects with active and client filters, paged. Used to resolve which project to track or bill.
Get Project Retrieves a project with its client, billing, and budget details. Used to inspect a project.
Create Project Creates a project for a client with billing and budget configuration. Used to onboard an engagement.
Update Project Updates a project's fields or archives it. Used to keep project settings in sync.
Delete Project Permanently deletes a project and its time entries. Archiving is preferred to preserve history. Used in cleanup.

Clients

List Clients Lists clients with an active filter, paged. Used to resolve which client a project belongs to.
Get Client Retrieves a client with its currency and address. Used to inspect a client.
Create Client Creates a client with a name and currency. Used to onboard a client for tracking and billing.
Update Client Updates a client's fields or archives it. Used to keep client records in sync.
Delete Client Permanently deletes a client with no associated records. Used in cleanup.

Tasks

List Tasks Lists tasks with an active filter, paged. Used to resolve which task to track against.
Get Task Retrieves a task with its default billable state and rate. Used to inspect a task.
Create Task Creates a task with default billable and rate settings. Used to provision a task type.
Update Task Updates a task's fields or archives it. Used to keep tasks in sync.
Delete Task Permanently deletes a task with no time entries. Used in cleanup.
List Task Assignments Lists the tasks assigned to a project, the ones valid for logging time. Used to resolve loggable tasks.

Invoices

List Invoices Lists invoices with client, state, and date filters, paged. Used to review billing status.
Get Invoice Retrieves an invoice with its line items, amounts, and state. Used to inspect an invoice.
Create Invoice Creates a draft invoice for a client with a subject and line items. Used to assemble billing from tracked hours.
Update Invoice Updates an invoice's fields, replacing line items when supplied. Used to correct a draft.
Delete Invoice Permanently deletes an invoice. Used to remove an erroneous draft.
Send Invoice Sends an invoice by email to one or more recipients, optionally with a PDF. Used to bill a client, gated behind a human approval.

Users and Company

Get Current User Retrieves the user the access token belongs to. Used to identify the acting account.
List Users Lists account users with an active filter, paged. Used to resolve who to attribute work to.
Get Company Retrieves company settings, including the time-tracking mode. Used as a connection check and to log entries in the expected format.

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