Harvest + Insightly Integration

Q: Can I automatically create Insightly projects from Harvest project updates?

Yes, you can automatically generate Insightly projects whenever a new project is added in Harvest. Choose a ready automation or customize the workflow with Integrately AI.

Q: Can I connect Harvest, Insightly, and Slack?

Yes, you can build multi-step workflows connecting Harvest, Insightly, and Slack. Send real-time notifications to your team channels along with 1,500+ other apps.

Q: What is a good Zapier alternative for Harvest and Insightly?

Most alternatives charge more for complex workflows, but Integrately offers 20 million+ ready templates, AI automation building, and 24/5 live chat support at 3x to 10x lower cost.

Q: How do Harvest timesheet entries sync with Insightly records?

Harvest timesheet entries can automatically update Insightly project tasks and CRM records using 1-click automations on Integrately. There are ready templates available for this exact pairing.

Q: How do Insightly lead updates trigger Harvest client creation?

Insightly lead creations or updates can automatically generate corresponding client profiles in Harvest. Start from a ready automation template on Integrately.

Q: Do I need coding skills to set up this integration?

No coding skills are required to connect Harvest to Insightly. You can use pre-built templates or tell Integrately AI to build the workflow for you.

Q: Is the Harvest and Insightly integration free?

Yes, you can start automating Harvest and Insightly on the free forever plan. Explore pricing for premium features and higher task volumes.

Integrate Harvest to Insightly in one click, or tell Integrately AI how you want each project handled. Track billable hours, update your CRM pipeline, monitor sales and projects, and notify your team automatically.

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Free forever.

Use premium features free for 14 days.

Expense is added in Harvest
Invoice is paid in Harvest
Timesheet entry is created in Harvest
Task is added in Harvest
Project is added in Harvest
Person is assigned to project in Harvest
Invoice (with line items) is added in Harvest
Invoice is added in Harvest
Client is added in Harvest
Contact is added in Harvest
Person is added in Harvest
Task is created in Insightly
Lead is created in Insightly
Lead is updated in Insightly
Organisation is added in Insightly
Organisation is updated in Insightly
Contact is updated in Insightly
Contact is created in Insightly
Opportunity is created in Insightly
Project is created in Insightly
Opportunity is updated in Insightly

Find task by ID in Harvest
Find project by ID in Harvest
Find client by ID in Harvest
Create time entry with start and end time in Harvest
Create project in Harvest
Create timesheet entry in Harvest
Create task in Harvest
Create client in Harvest
Create and start timer in Harvest
Create contact in Harvest
Update opportunity in Insightly
Get opportunity by ID in Insightly
Get organization by ID in Insightly
Get task by ID in Insightly
Update Contact in Insightly
Update task in Insightly
Create contact in Insightly
Search contact in Insightly
Create opportunity in Insightly
Create lead in Insightly
Search lead in Insightly
Create task in Insightly
Search user in Insightly
Create organisation in Insightly
Search organisation in Insightly
Create project in Insightly
Search project in Insightly
Get contact by id in Insightly
Search opportunity in Insightly
Delete opportunity in Insightly
Link objects in Insightly
Get project by ID in Insightly
Update project in Insightly
Delete project in Insightly

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Ready Workflows for Harvest + Insightly Integration

Create projects, sync clients, track timesheet entries, update opportunities, and log tasks, all in just one click.

Create Insightly task for new Harvest task

Have you ever wished that you could sync your Harvest task with your Insightly task? Well, now there's a way to do just that!

With this handy integration, every time you create a task in Harvest, a matching task will be created in Insightly. This is a great way to keep your work organized and ensure that no important tasks fall through the cracks.

So if you're ready to get started, just click on activate and connect your Harvest and Insightly accounts.

Activate

Create Insightly organisation from new Harvest project

If you're using the time tracking app Harvest to manage your project, you'll want to create a organisation in Insightly to keep all your project data in one place.

That way, you can easily see how each of your project is contributing to your overall business goals. This integration will create a organisation in Insightly whenever you create a project in Harvest.

Activate

1of1

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Harvest + Insightly flow

Teams often want to notify channels, log invoices, or assign follow-up tasks once projects and leads are in sync. Pick a combination and activate it in one click.

Slack (8)

Google Drive (8)

QuickBooks Online (8)

Asana (8)

Calendly (8)

Stripe (8)

Create an Insightly project from every new Harvest project, and notify your sales team in Slack

New Harvest projects instantly generate matching Insightly projects while sending a notification straight to your Slack sales channel.

When a new Insightly lead is created, create a Harvest client and alert your team in Slack

Every new Insightly lead automatically sets up a Harvest client and posts an update in Slack so your team stays informed.

When an Insightly opportunity is updated, find the associated Harvest project and post the update in Slack

Opportunity changes in Insightly locate the matching Harvest project and broadcast the status update in Slack.

Create an Insightly task for every Harvest task added, and confirm it in Slack

Harvest task additions automatically generate corresponding Insightly tasks with a confirmation sent to Slack.

If an Insightly lead is enterprise tier, create a Harvest project and alert your sales channel in Slack

High-value enterprise leads in Insightly instantly trigger new Harvest projects and alert your sales team in Slack.

When a Harvest invoice is paid, update the Insightly opportunity and post the payment confirmation in Slack

Paid Harvest invoices automatically update Insightly opportunities and notify your revenue channel in Slack.

Use Claude to summarize every new Insightly opportunity, create a Harvest project, and post the brief in Slack

Claude generates project briefs from Insightly opportunities, sets up Harvest projects, and shares summaries in Slack.

When a Harvest project is added, create an Insightly project, create a task in Asana, and notify your team in Slack

New Harvest projects spawn Insightly projects and Asana execution tasks while broadcasting updates in Slack.

Save every new Harvest invoice as a file in Google Drive, and create an Insightly opportunity

Harvest invoices automatically generate PDF records in Google Drive and create corresponding opportunities in Insightly.

When a new Insightly contact is created, save a document in Google Drive and create a Harvest client

Insightly contacts automatically generate Google Drive documentation and set up new Harvest client profiles.

When a Harvest project is added, create a folder in Google Drive and update the Insightly project

Harvest projects automatically provision Google Drive project folders and update associated Insightly records.

Create an Insightly task for every document added to Google Drive, and log it in Harvest

New Google Drive documents automatically trigger task creation in Insightly and time logging entries in Harvest.

If a Google Drive file is updated, create an Insightly task and add a Harvest project

Google Drive file updates trigger follow-up tasks in Insightly and initiate new project records in Harvest.

When an Insightly opportunity is updated, update the Google Drive notes file and create a Harvest task

Insightly opportunity changes update corresponding Google Drive documentation and create billable Harvest tasks.

Use Gemini to analyze new Google Drive briefs, create an Insightly lead, and add a Harvest project

Gemini extracts project requirements from Google Drive documents to create Insightly leads and Harvest projects.

When a Harvest timesheet entry is created, save the record in Google Drive, create an Insightly task, and notify Slack

Timesheet entries archive summaries in Google Drive, create Insightly tasks, and notify team channels in Slack.

Create a QuickBooks Online invoice for every paid Harvest invoice, and update the Insightly opportunity

Paid Harvest invoices generate QuickBooks Online invoices and update corresponding Insightly sales opportunities.

When a QuickBooks Online customer is created, add an Insightly contact and create a Harvest client

New QuickBooks Online customers automatically create Insightly contacts and provision Harvest client accounts.

When an Insightly opportunity is won, create a QuickBooks Online invoice and set up a Harvest project

Won Insightly opportunities automatically generate QuickBooks Online invoices and establish Harvest projects.

Create a QuickBooks Online payment record whenever a Harvest invoice is paid, and update Insightly

Paid Harvest invoices record payments in QuickBooks Online and update sales pipeline stages in Insightly.

If a QuickBooks Online invoice is overdue, create an urgent Insightly task and log a Harvest note

Overdue QuickBooks Online invoices trigger urgent follow-up tasks in Insightly and record notes in Harvest.

When a Harvest expense is added, create an expense record in QuickBooks Online and update the Insightly project

Harvest expenses automatically create QuickBooks Online expense entries and update corresponding Insightly projects.

Use ChatGPT to categorize QuickBooks Online expenses, create Harvest timesheet entries, and update Insightly

ChatGPT categorizes QuickBooks Online expenses, logs Harvest timesheet hours, and updates Insightly opportunities.

When a Harvest invoice is paid, create a QuickBooks Online invoice, update Insightly, and notify Slack

Paid Harvest invoices generate QuickBooks Online records, update Insightly opportunities, and post Slack alerts.

Create an Asana task for every new project added in Harvest, and link it to an Insightly opportunity

New Harvest projects automatically generate Asana tasks and create corresponding Insightly opportunities.

When an Asana task is completed, create a Harvest timesheet entry and update the Insightly task

Completed Asana tasks automatically log Harvest timesheet hours and update corresponding Insightly tasks.

When an Insightly project is created, create a project board in Asana and add a Harvest project

New Insightly projects automatically provision Asana project boards and initialize Harvest project records.

Create a Harvest task for every subtask added in Asana, and log it in Insightly

Asana subtask additions automatically create corresponding Harvest tasks and update Insightly records.

If an Asana task is marked high priority, create an urgent Insightly task and add a Harvest project

High-priority Asana tasks generate urgent Insightly tasks and initialize corresponding Harvest projects.

When an Insightly opportunity is won, create an Asana project kickoff board and add a Harvest project

Won Insightly opportunities automatically generate Asana onboarding boards and initialize Harvest projects.

Use Perplexity to research briefs from Asana tasks, create an Insightly lead, and add a Harvest project

Perplexity researches Asana briefs to generate Insightly leads and establish Harvest project records.

When a Harvest timesheet entry is created, update Asana task progress, update Insightly, and notify Slack

Harvest timesheet entries update Asana task progress, refresh Insightly projects, and notify Slack channels.

Create a Harvest client and an Insightly contact for every new Calendly booking

Calendly bookings automatically create Harvest client accounts and generate Insightly contact records.

When a Calendly event is cancelled, update the Insightly opportunity and create a Harvest follow-up task

Cancelled Calendly meetings update Insightly opportunities and generate follow-up tasks in Harvest.

When an Insightly contact is updated, schedule a Calendly meeting and create a Harvest project

Insightly contact updates automatically schedule Calendly meetings and initialize Harvest projects.

Create a Harvest time entry for every completed Calendly meeting and update Insightly

Completed Calendly meetings automatically log time entries in Harvest and update Insightly contacts.

If a Calendly invitee selects VIP consultation, create an Insightly opportunity and add a Harvest project

VIP Calendly bookings automatically generate priority Insightly opportunities and initialize Harvest projects.

When a Harvest project is added, invite the client via Calendly and update the Insightly project

New Harvest projects automatically schedule Calendly kickoff meetings and update Insightly project records.

Use Claude to summarize Calendly meeting notes, create a Harvest task, and update the Insightly opportunity

Claude summarizes Calendly meeting notes, generates Harvest tasks, and updates Insightly opportunities.

When a Calendly booking is confirmed, create a Harvest project, create an Insightly contact, and notify Slack

Confirmed Calendly bookings provision Harvest projects, create Insightly contacts, and broadcast Slack alerts.

Create a Harvest invoice and update the Insightly opportunity whenever a Stripe payment succeeds

Successful Stripe payments automatically generate Harvest invoices and update corresponding Insightly opportunities.

When a Stripe subscription is cancelled, update the Insightly opportunity and create a Harvest follow-up task

Cancelled Stripe subscriptions update Insightly sales opportunities and create retention tasks in Harvest.

When a Harvest invoice is paid, create a Stripe charge and update the Insightly project status

Paid Harvest invoices automatically process Stripe charges and update Insightly project milestones.

Create an Insightly contact for every new Stripe customer and set up a Harvest client

New Stripe customers automatically generate Insightly contact records and provision Harvest client profiles.

If a Stripe payment fails, create an urgent Insightly task and log a Harvest note

Failed Stripe payments trigger urgent collection tasks in Insightly and record notes in Harvest.

When an Insightly opportunity is won, create a Stripe customer and set up a Harvest project

Won Insightly opportunities automatically provision Stripe customer profiles and initialize Harvest projects.

Use ChatGPT to analyze failed Stripe payments, create an Insightly task, and log details in Harvest

ChatGPT analyzes failed Stripe payments to create Insightly follow-up tasks and record logs in Harvest.

When a Stripe payment succeeds, create a Harvest invoice, update Insightly, and notify Slack

Successful Stripe payments generate Harvest invoices, update Insightly opportunities, and alert Slack teams.

Supported triggers and actions for Harvest and Insightly

Mix and match to build the exact automation you need

Harvest Triggers & Actions

Expense is added in Harvest

Triggers the automation when a new expense is added

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Invoice is paid in Harvest

Triggers the automation when an invoice is marked as paid

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Timesheet entry is created in Harvest

Triggers the automation when there is a new timesheet entry

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Task is added in Harvest

Triggers the automation when a new task is added

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Project is added in Harvest

Triggers the automation when a new project is added

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Person is assigned to project in Harvest

Triggers the automation when a person is assigned to a project

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Invoice (with line items) is added in Harvest

Triggers the automation when a new invoice (with line items) is added

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Invoice is added in Harvest

Triggers the automation when a new invoice is added

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Client is added in Harvest

Triggers the automation when a new client is added

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Contact is added in Harvest

Triggers the automation when a new contact is added

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Person is added in Harvest

Triggers the automation when a new person is added

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Insightly Triggers & Actions

Task is created in Insightly

Triggers the automation when a new task is created

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Lead is created in Insightly

Triggers the automation when a new lead is created

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Lead is updated in Insightly

Triggers the automation when the lead information is updated

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Organisation is added in Insightly

Triggers the automation when a new organization is created

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Organisation is updated in Insightly

Triggers the automation when any organization's profile is modified

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Contact is updated in Insightly

Triggers the automation when a contact is updated

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Contact is created in Insightly

Triggers the automation when a new contact is created

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Opportunity is created in Insightly

Triggers the automation when any opportunity is updated

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Project is created in Insightly

Triggers the automation when a new project is created

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Opportunity is updated in Insightly

Triggers the automation when an opportunity is updated

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What can you automate with Harvest + Insightly?

Connect your time tracking and CRM software to automate administrative tasks and keep project data synchronized.

Get Started For Free

🚀

Create Insightly projects from Harvest

Automatically generate matching projects in Insightly the moment a new project is added in Harvest, eliminating manual setup.

📑

Map all custom fields and line items

Transfer detailed invoice line items and custom contact properties between Harvest invoices and Insightly opportunities.

🔔

Send instant team notifications

Broadcast real-time alerts to your team in Slack whenever billable hours or CRM pipeline stages update.

🔀

Route records based on custom criteria

Send enterprise-tier leads to dedicated Harvest projects while standard client inquiries go to general CRM lists.

🔄

Sync project and pipeline status changes

Keep destination records up to date by synchronizing status updates across Harvest timesheets and Insightly opportunities.

🔍

Match existing records to prevent duplicates

Search for existing clients and contacts before creation to avoid duplicate entries across Harvest and Insightly.

💰

Automate pipeline updates on payment

Update Insightly sales stages automatically when Harvest invoices are marked as paid or overdue.

🌐

Extend your workflow to Slack

Connect your core Harvest and Insightly automation to Slack for instant channel updates and team alerts.

And much more...

Who is Harvest + Insightly integration for?

Teams connecting time tracking and CRM workflows eliminate manual data entry and keep pipeline visibility accurate.

Performance analysts

Sales managers

Account managers

Operations teams

Project coordinators

Finance officers

📈

Performance analysts

You track billable hours and expenses in Harvest, but your CRM reporting sheet only updates when someone manually exports time data, so the revenue metrics you review are always hours behind — with this integration, every timesheet entry lands in Insightly instantly and your pipeline numbers stay current.

🎯

Sales managers

You log sales opportunities in Insightly, but your project team finds out about new deals too late to plan capacity, so kickoff meetings get delayed — connecting these apps means every won deal creates a Harvest project instantly so your team starts planning without missing a beat.

🤝

Account managers

You manage client relationships in Insightly, but reporting billable hours to clients requires manual cross-referencing with Harvest timesheets, so progress updates take hours to compile — automating both apps means client data and billable hours stay perfectly aligned for transparent reporting.

⚙️

Operations teams

You onboard dozens of new clients every week across Harvest and Insightly, but keeping contact details and project folders in sync by hand leads to missed data and duplicate entries — with this integration, client creation and project setups happen automatically across both platforms.

📋

Project coordinators

You manage task assignments in Insightly, but tracking billable hours requires separate manual entries in Harvest, so handovers between sales and delivery get missed — this integration means every project update flows smoothly from your CRM into your time-tracking workflow.

💳

Finance officers

You track invoices and payments in Harvest, but matching financial records to CRM accounts leaves gaps in your financial audit trail — automating both apps means every paid invoice updates your Insightly records with complete financial history.

Try This Integration – No Code Needed

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Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Harvest + Insightly

Build and manage your Harvest + Insightly automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected

Connect Harvest + Insightly with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.

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Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.

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24x5 Live Chat Support

Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.

Free done-for-you setup

Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.

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SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.

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Frequently Asked Questions

How do I connect Harvest to Insightly?

You can connect Harvest to Insightly in just one click using ready-made templates or ask Integrately AI to build the automation. It takes seconds to link your accounts and start syncing projects with Slack, Google Drive, and other tools.

Can I automatically create Insightly projects from Harvest project updates?

Can I connect Harvest, Insightly, and Slack?

What is a good Zapier alternative for Harvest and Insightly?

How do Harvest timesheet entries sync with Insightly records?

How do Insightly lead updates trigger Harvest client creation?

Do I need coding skills to set up this integration?

Is the Harvest and Insightly integration free?

Didn't find the answer you were looking for?

No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Harvest or Insightly With 1500+ Other Apps

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Harvest + Insightly Integration

Integrate Harvest to Insightly in one click, or tell Integrately AI how you want each project handled. Track billable hours, update your CRM pipeline, monitor sales and projects, and notify your team automatically.

Trusted by experts at...

Ready Workflows for Harvest + Insightly Integration

Create projects, sync clients, track timesheet entries, update opportunities, and log tasks, all in just one click.

Create Insightly task for new Harvest task

Create Insightly organisation from new Harvest project

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Harvest + Insightly flow

Teams often want to notify channels, log invoices, or assign follow-up tasks once projects and leads are in sync. Pick a combination and activate it in one click.

Supported triggers and actions for Harvest and Insightly

Mix and match to build the exact automation you need

What can you automate with Harvest + Insightly?

Connect your time tracking and CRM software to automate administrative tasks and keep project data synchronized.

Who is Harvest + Insightly integration for?

Teams connecting time tracking and CRM workflows eliminate manual data entry and keep pipeline visibility accurate.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Harvest + Insightly

Build and manage your Harvest + Insightly automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Harvest or Insightly With 1500+ Other Apps

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

Harvest + Insightly Integration

Integrate Harvest to Insightly in one click, or tell Integrately AI how you want each project handled. Track billable hours, update your CRM pipeline, monitor sales and projects, and notify your team automatically.

Trusted by experts at...

Ready Workflows for Harvest + Insightly Integration

Create projects, sync clients, track timesheet entries, update opportunities, and log tasks, all in just one click.

Create Insightly task for new Harvest task

Create Insightly organisation from new Harvest project

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Harvest + Insightly flow

Teams often want to notify channels, log invoices, or assign follow-up tasks once projects and leads are in sync. Pick a combination and activate it in one click.

Supported triggers and actions for Harvest and Insightly

Mix and match to build the exact automation you need

What can you automate with Harvest + Insightly?

Connect your time tracking and CRM software to automate administrative tasks and keep project data synchronized.

Who is Harvest + Insightly integration for?

Teams connecting time tracking and CRM workflows eliminate manual data entry and keep pipeline visibility accurate.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Harvest + Insightly

Build and manage your Harvest + Insightly automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Harvest or Insightly With 1500+ Other Apps

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

Automate Your Tedious Tasks
With A Single Click