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Harvest logo
Upgrade.chat logo

Connect Harvest to Upgrade.chat

Automate workflows and sync data between Harvest and Upgrade.chat with AI-powered automation

5-minute setup
Enterprise secure
No coding required

Why Connect Harvest & Upgrade.chat?

Eliminate Manual Data Entry

Replace time-consuming manual processes with intelligent automation that keeps Harvest and Upgrade.chat perfectly synchronized.

Real-time Business Intelligence

Create a unified data flow between Harvest and Upgrade.chat for instant insights and improved decision-making across your tech stack.

Available Triggers & Actions

Harvest logo

Harvest

Actions (11)

Get Clients

Fetches Clients

Auth Required
Get Estimates

Fetches Estimates

Auth Required
Get Expenses

Fetches expenses

Auth Required
Get Invoices

Fetches invoices

Auth Required
Get Projects

Fetches projects

Auth Required
Get Roles

Fetches Roles

Auth Required
Get Tasks

Fetches Tasks

Auth Required
Get Time Entries

Fetches Time Entries

Auth Required
Get Users

Fetches Users

Auth Required
Uninvoiced Report

Uninvoiced hours and expenses for all billable projects

Auth Required
Custom API Call

Make a custom API call to a specific endpoint

Auth Required
Upgrade.chat logo

Upgrade.chat

Triggers (3)

New Lead

Triggers when a new lead is created

webhook
New Payment

Triggers when a new payment is created

webhook
New Subscription

triggers when a new subscription is created

webhook

Actions (6)

Add or Update Contact

Creates a new contact.

Auth Required
Add or Update Contact (Extended)

Adds or updates a contact (extended version)

Auth Required
Add or Update Subscription

Creates a new subscription.

Auth Required
Create Invoice

Creates a new invoice in the CRM.

Auth Required
Create Product

Creates a new product in the CRM

Auth Required
Get Contact Details

Get Contact Details

Auth Required

Integration Features

Real-time data synchronization
Bi-directional sync capabilities
Custom field mapping
Advanced filtering options
Error handling & retry logic
Activity monitoring & logs

Popular Workflows

When Harvest trigger → Create/Update in Upgrade.chat

Most Popular
HarvestHarvest

New event occurs

Upgrade.chatUpgrade.chat

Add or Update Contact

When Upgrade.chat trigger → Update Harvest

Bi-directional
Upgrade.chatUpgrade.chat

New Lead

HarvestHarvest

Get Clients

How It Works

1

Connect Apps

Authenticate your Harvest and Upgrade.chat accounts

2

Map Fields

Choose which data fields to sync between apps

3

Set Triggers

Define when and how data should be synchronized

Automate

Sit back and let AI handle the automation

Frequently Asked Questions

Integration Benefits

Real-time Data Sync

Automatic synchronization between Harvest and Upgrade.chat with 3 available triggers for instant updates.

Automated Actions

Execute 17 different actions automatically across both platforms without manual intervention.

Enterprise Security

Industry-standard encryption, OAuth 2.0 authentication, and SOC 2 compliance for secure data transfer.

Quick Setup

Connect Harvest and Upgrade.chat in minutes with our guided setup wizard and pre-configured templates.

Custom Field Mapping

Map any field between Harvest and Upgrade.chat with intelligent suggestions and validation.

Error Handling

Automatic retry logic, detailed error logs, and smart notifications keep your integration running smoothly.

Ready to Connect Harvest & Upgrade.chat?

Join thousands of users automating their workflows with Mazaal AI