Harvest + Outlign

Harvest + Outlign integrations

Manage new Outlign clients by creating them in Harvest

Streamline your client management by linking Outlign and Harvest together. This workflow springs into action when you add a new client in Outlign. It captures the details and promptly creates a new client profile in Harvest. No more time wasted on repetitive data entry tasks. Instead, focus on delivering exceptional service to your clients.

When this happens...
New ClientTriggers when a new client is created.
TriggerPolling
automatically do this!
Create ClientCreates a Client
ActionWrite

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More things you can do with Outlign and Harvest

Discover other triggers and actions you can use with Outlign and Harvest

- Company
  Required
Trigger
Polling
Try It
- Company
  Required
Trigger
Instant
Try It
- Company
  Required
Trigger
Instant
Try It
- Company
  Required
- Client
  Required
- Project
  Required
- Section Type
  Required
- Section Name
  Required
- Due Date
Action
Write
- Company
  Required
- Template
  Required
- Client
  Required
- Project Name
- Description
Action
Write

- Company
  Required
- Client Name
  Required
Action
Search
- Company
  Required
- Client
  Required
- Project Name
  Required
Action
Search

- Company
  Required
- Client Name
  Required
Action
Search or write
- Company
  Required
- Client
  Required
- Project Name
  Required
- Description
- Client Side Type
- Internal Side Type
Action
Search or write
Invoice Paid
Triggers when an invoice is fully paid.
Trigger
Polling
Try It
New Client
Triggers when a new client is added.
Trigger
Polling
Try It
New Expense
Triggers when a new expense is added.
Trigger
Polling
Try It
New Project
Triggers when a project is created.
Trigger
Polling
Try It
- Exclude entries created as running timers?
Trigger
Polling
Try It
New User Assignment
Triggers when a user is assigned to a project.
Trigger
Polling
Try It
Timer Stopped
Triggers when a timer is stopped.
Trigger
Polling
Try It
Updated Invoice
Triggers when an invoice is updated.
Trigger
Polling
Try It
- Name
  Required
- Address
Action
Write
- Client
  Required
- Name
  Required
- Code
- Bill By (required)
- Hourly Rate
- Budget By (required)
- Budget
- Cost Budget
- Notes
Action
Write
- Project
  Required
- Task
  Required
- Hours
  Required
- Spent Date
  Required
- Notes
Action
Write
- Project
  Required
- Task
  Required
- Spent Date
  Required
- Notes
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Invoice ID
  Required
Action
Search
- Name
  Required
Action
Search

- Company
  Required
Trigger
Instant
Try It
- Company
  Required
Trigger
Instant
Try It
- Company
  Required
- Client Name
  Required
Action
Write
- Company
  Required
- Client
  Required
- Project Name
  Required
- Description
- Client Side Type
- Internal Side Type
Action
Write
- Company
  Required
- Project
  Required
- Section Type
  Required
- Section
  Required
- Task Title
  Required
- Content
- Due Date
Action
Write
- Company
  Required
- Client
  Required
- Project
  Required
- Section Type
  Required
- Section Name
  Required
Action
Search
- Company
  Required
- Client
  Required
- Project
  Required
- Section Type
  Required
- Section
  Required
- Task Title
  Required
Action
Search
- Company
  Required
- Client
  Required
- Project
  Required
- Section Type
  Required
- Section Name
  Required
- Due Date
Action
Search or write
- Company
  Required
- Client
  Required
- Project
  Required
- Section Type
  Required
- Section
  Required
- Task Title
  Required
- Content
- Due Date
Action
Search or write
Invoice Sent
Triggers when an invoice is sent or marked as sent.
Trigger
Polling
Try It
New Contact
Triggers when new contact is added.
Trigger
Polling
Try It
New Invoice
Triggers when an invoice is created.
Trigger
Polling
Try It
New Task
Triggers when a new task is added.
Trigger
Polling
Try It
New User
Triggers when a new User is added.
Trigger
Polling
Try It
Timer Started
Triggers when a timer is started.
Trigger
Polling
Try It
Updated Client
Triggers when a client is updated.
Trigger
Polling
Try It
- Exclude entries created as running timers?
Trigger
Polling
Try It
- Client
  Required
- First Name
  Required
- Last Name
- Email
- Title
- Mobile Phone
- Office Phone
- Fax
Action
Write
- Project
- Name
  Required
- Billable By Default
- Default Hourly Rate
- Is Default
Action
Write
- Project
  Required
- Task
  Required
- Started Time
  Required
- Ended Time
  Required
- Spent Date
  Required
- Notes
Action
Write
Stop Timer
Stops any running timers
Action
Write
- Client name
- Client ID
Action
Search
- Name
  Required
Action
Search

About Harvest

Simple time tracking software and powerful reporting that helps your team thrive.

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Related categories

Time Tracking Software

About Outlign

Outlign is a simple Project Management tool for Creative Teams

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Related categories

Project Management

Related Zap Templates

Add new Outlign projects to Harvest

Create new Harvest projects for every new project in Outlign