Track time and manage clients, projects, expenses, estimates and invoices through Harvest API v2.
Explore 51 workflow actions for Harvest, including account permissions and operation limits.
20 read actions31 write actions
WORKFLOW ACTIONS
What you can configure.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Create client
Write
Create one client.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
A lost write response remains uncertain and is not automatically resent.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create contact
Write
Create one contact.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
A lost write response remains uncertain and is not automatically resent.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create estimate
Write
Create one estimate.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
A lost write response remains uncertain and is not automatically resent.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create expense
Write
Create one expense.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
A lost write response remains uncertain and is not automatically resent.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create invoice
Write
Create one invoice.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
A lost write response remains uncertain and is not automatically resent.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create project
Write
Create one project.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
A lost write response remains uncertain and is not automatically resent.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create task
Write
Create one task.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
A lost write response remains uncertain and is not automatically resent.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create time entry by duration
Write
Create an entry when the account uses duration timers.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
A lost write response remains uncertain and is not automatically resent.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create time entry by start and end time
Write
Create an entry when the account uses timestamp timers.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
A lost write response remains uncertain and is not automatically resent.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create user
Write
Create one user.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
A lost write response remains uncertain and is not automatically resent.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete client
Write
Permanently delete one client.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
Deletion is permanent.
A lost write response remains uncertain and is not automatically resent.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete contact
Write
Permanently delete one contact.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
Deletion is permanent.
A lost write response remains uncertain and is not automatically resent.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete estimate
Write
Permanently delete one estimate.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
Deletion is permanent.
A lost write response remains uncertain and is not automatically resent.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete expense
Write
Permanently delete one expense.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
Deletion is permanent.
A lost write response remains uncertain and is not automatically resent.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete invoice
Write
Permanently delete one invoice.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
Deletion is permanent.
A lost write response remains uncertain and is not automatically resent.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete project
Write
Permanently delete one project.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
Deletion is permanent.
A lost write response remains uncertain and is not automatically resent.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete task
Write
Permanently delete one task.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
Deletion is permanent.
A lost write response remains uncertain and is not automatically resent.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete time entry
Write
Permanently delete one time entry.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
A lost write response remains uncertain and is not automatically resent.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete time entry external reference
Write
Remove a time entry external reference.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
A lost write response remains uncertain and is not automatically resent.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete user
Write
Permanently delete one user.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
Deletion is permanent.
A lost write response remains uncertain and is not automatically resent.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Get client
Read
Read one client.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Get company
Read
Read the selected account company settings.
Permissions and limits
Account permissions
Harvest administrator
Get contact
Read
Read one contact.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Get current user
Read
Read the authenticated Harvest user.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Get estimate
Read
Read one estimate.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Get expense
Read
Read one expense.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Get invoice
Read
Read one invoice.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Get project
Read
Read one project.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Get task
Read
Read one task.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Get time entry
Read
Read one time entry.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Get user
Read
Read one user.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
List clients
Read
Read one bounded page of clients.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
Reads one page of up to 100 items. Supply the next page number to continue.
Pagination: page. Check the result for additional pages; a single action may not return every record.
List contacts
Read
Read one bounded page of contacts.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
Reads one page of up to 100 items. Supply the next page number to continue.
Pagination: page. Check the result for additional pages; a single action may not return every record.
List estimates
Read
Read one bounded page of estimates.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
Reads one page of up to 100 items. Supply the next page number to continue.
Pagination: page. Check the result for additional pages; a single action may not return every record.
List expenses
Read
Read one bounded page of expenses.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
Reads one page of up to 100 items. Supply the next page number to continue.
Pagination: page. Check the result for additional pages; a single action may not return every record.
List invoices
Read
Read one bounded page of invoices.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
Reads one page of up to 100 items. Supply the next page number to continue.
Pagination: page. Check the result for additional pages; a single action may not return every record.
List projects
Read
Read one bounded page of projects.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
Reads one page of up to 100 items. Supply the next page number to continue.
Pagination: page. Check the result for additional pages; a single action may not return every record.
List tasks
Read
Read one bounded page of tasks.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
Reads one page of up to 100 items. Supply the next page number to continue.
Pagination: page. Check the result for additional pages; a single action may not return every record.
List time entries
Read
Read one bounded page of time entries.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Pagination: page. Check the result for additional pages; a single action may not return every record.
List users
Read
Read one bounded page of users.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
Reads one page of up to 100 items. Supply the next page number to continue.
Pagination: page. Check the result for additional pages; a single action may not return every record.
Restart time entry
Write
Restart one time entry timer.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
A lost write response remains uncertain and is not automatically resent.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Stop time entry
Write
Stop one time entry timer.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
A lost write response remains uncertain and is not automatically resent.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update client
Write
Update one client.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
A lost write response remains uncertain and is not automatically resent.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update contact
Write
Update one contact.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
A lost write response remains uncertain and is not automatically resent.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update estimate
Write
Update one estimate.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
A lost write response remains uncertain and is not automatically resent.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update expense
Write
Update one expense.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
A lost write response remains uncertain and is not automatically resent.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update invoice
Write
Update one invoice.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
A lost write response remains uncertain and is not automatically resent.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update project
Write
Update one project.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
A lost write response remains uncertain and is not automatically resent.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update task
Write
Update one task.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
A lost write response remains uncertain and is not automatically resent.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update time entry
Write
Update one time entry.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
A lost write response remains uncertain and is not automatically resent.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update user
Write
Update one user.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
A lost write response remains uncertain and is not automatically resent.
A repeated request may repeat the external action. Review the previous result before retrying a write.
SETUP
Start with a controlled test.
01Connect the intended account
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
02Review inputs and access
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
03Confirm the result
Inspect step outputs and confirm the result in Harvest. A saved workflow is not a completed provider action.