Harvest + RingCentral Integration

Integrate Harvest to RingCentral in one click, or tell Integrately AI how you want each client handled. Add new clients, create contacts, log details, and keep your communication channels updated automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Harvest
    Expense is added in Harvest
  • Harvest
    Invoice is paid in Harvest
  • Harvest
    Timesheet entry is created in Harvest
  • Harvest
    Task is added in Harvest
  • Harvest
    Project is added in Harvest
  • Harvest
    Person is assigned to project in Harvest
  • Harvest
    Invoice (with line items) is added in Harvest
  • Harvest
    Invoice is added in Harvest
  • Harvest
    Client is added in Harvest
  • Harvest
    Contact is added in Harvest
  • Harvest
    Person is added in Harvest
  • RingCentral
    Call is recorded in RingCentral
  • RingCentral
    SMS is received in RingCentral Instant
  • RingCentral
    Call is missed in RingCentral Instant
  • RingCentral
    Call is received in RingCentral Instant
  • RingCentral
    Voicemail received in RingCentral Instant
Arrow Right
2.
  • Harvest
    Find task by ID in Harvest
  • Harvest
    Find project by ID in Harvest
  • Harvest
    Find client by ID in Harvest
  • Harvest
    Create time entry with start and end time in Harvest
  • Harvest
    Create project in Harvest
  • Harvest
    Create timesheet entry in Harvest
  • Harvest
    Create task in Harvest
  • Harvest
    Create client in Harvest
  • Harvest
    Create and start timer in Harvest
  • Harvest
    Create contact in Harvest
  • RingCentral
    Create contact in RingCentral
  • RingCentral
    Send SMS in RingCentral
  • RingCentral
    Generate Ringout Call in RingCentral
  • RingCentral
    Search User in RingCentral

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Ready Workflows Ready Workflows for Harvest + RingCentral Integration

Add new clients, create contacts, track billable hours, notify your team, and streamline follow-ups, all in just one click.

Most popular automationmost-popular-automations
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Connect more apps to your Harvest + RingCentral flow

Track billable time, update financial records, assign tasks, and keep your team aligned across your entire tech stack. Pick a combination and activate it in one click.

Harvest
RingCentral
+
AsanaAsana (8)
+
SlackSlack (8)
+
QuickBooks OnlineQuickBooks Online (8)
+
Google CalendarGoogle Calendar (8)
+
Google DriveGoogle Drive (8)
+
GmailGmail (8)
H
R
A
Add every new Harvest client, create a RingCentral contact, and create an Asana task
New Harvest clients immediately generate a RingCentral contact and an Asana task, eliminating manual entry.
H
R
A
When an invoice is paid in Harvest, send a RingCentral SMS and create an Asana task
Paid invoices trigger a RingCentral SMS notification and an Asana task for follow-up work.
H
R
A
When a project is added in Harvest, search user in RingCentral and update Asana tasks
New projects search RingCentral users and update relevant Asana tasks instantly.
H
R
A
Create an Asana task for every timesheet entry created in Harvest and send a RingCentral SMS
Timesheet entries generate Asana tasks and notify team members via RingCentral SMS.
H
R
A
If an expense is added in Harvest, create an Asana task and send a RingCentral SMS
New expenses trigger an Asana review task and notify stakeholders via RingCentral SMS.
H
R
A
When a task is added in Harvest, search RingCentral user and create an Asana task
New tasks initiate RingCentral user lookups and generate tracking records in Asana.
H
R
A
Use Claude to summarize Harvest project details, create an Asana task, and send a RingCentral SMS
Claude summarizes project data to create structured Asana tasks and RingCentral SMS alerts.
H
R
A
S
When an invoice is added in Harvest, create a RingCentral contact, Asana task, and Slack alert
New invoices trigger contact creation, an Asana task, and a Slack notification.

Supported triggers and actions for Harvest and RingCentral

Mix and match to build the exact automation you need

Harvest
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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Find task by ID in Harvest
Locates and retrieves a task by its unique identification number
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Find project by ID in Harvest
Retrieves a project by its unique identification number
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Find client by ID in Harvest
Locates a client based on their unique identification number
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Create time entry with start and end time in Harvest
Creates a new time entry with specified start and end times
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Create project in Harvest
Creates a new project
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Create timesheet entry in Harvest
Creates a new timesheet entry
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Create task in Harvest
Creates a new task
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Create client in Harvest
Generates a new client profile
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Create and start timer in Harvest
Creates and starts a timer for tracking time
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Create contact in Harvest
Adds a new contact to the database
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RingCentral
RingCentral Triggers & Actions
Call is recorded in RingCentral
Triggers the automation when a call is recorded
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Instant
SMS is received in RingCentral
Triggers the automation when a new text message is received
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Instant
Call is missed in RingCentral
Triggers the automation when a call is missed
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Instant
Call is received in RingCentral
Triggers the automation when a call is received
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Instant
Voicemail received in RingCentral
Triggers the automation when a voicemail is received
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Create contact in RingCentral
Adds a new contact to the RingCentral app
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Send SMS in RingCentral
Sends a text message to particular recipients
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Generate Ringout Call in RingCentral
Initiates a phone call and connect two parties for a ringout conversation
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Search User in RingCentral
Searches for a user
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What can you automate with Harvest + RingCentral?

Streamline your timesheet tracking, client management, and communication workflows with powerful automated actions.

What you can automate?
🔄
Sync new Harvest clients to RingCentral contacts
Every time a client is added in Harvest, a new contact is automatically created in RingCentral. Eliminate manual data entry and keep your communication channels up to date.
📋
Capture every submitted invoice and task detail
Map all available Harvest invoice and timesheet fields into your connected destination apps instead of just basic records, ensuring complete data visibility.
💬
Notify your team instantly on RingCentral
Send automated SMS messages or trigger calls in RingCentral the moment an invoice is paid or a new project is created in Harvest.
🔀
Branch workflows based on submitted fields
Route different actions depending on specific Harvest values, such as sending priority SMS alerts for high-value invoices or standard notifications for regular entries.
🔄
Keep destinations updated as projects change
Automatically update contact details, project statuses, and task records across your connected apps whenever changes occur in Harvest.
🔍
Find and update instead of creating duplicates
Search for existing contacts or projects in RingCentral before creating new ones, keeping your databases clean and organized.
⏱️
Handle later status changes like paid invoices
Trigger automated workflows when an invoice status changes to paid in Harvest, initiating follow-up tasks and client notifications.
🔗
Extend flows to popular third-party apps
Connect Harvest and RingCentral with Slack, Asana, or QuickBooks Online to build multi-app pipelines that handle your entire operational workflow.
And much more...

Who is Harvest + RingCentral integration for?

Business owners, project managers, and freelancers managing billable hours and client communications benefit from automating client onboarding, updates, and record-keeping.

Financial Analysts
Financial Analysts
Project Managers
Project Managers
Account Managers
Account Managers
Operations Teams
Operations Teams
Sales Representatives
Sales Representatives
Freelancers
Freelancers
📈
Financial Analysts
You're tracking billable hours and invoices in Harvest but your financial reports only update when someone manually exports records, so the revenue counts you're reviewing against are always a few hours behind — with this integration, every paid invoice and timesheet entry updates instantly and your data stays current.
Project Managers
You need to act fast when new projects or client tasks arrive, but manual contact creation leaves you finding out too late — with this integration, every new client automatically generates a RingCentral contact and updates your workflow instantly.
🤝
Account Managers
You answer to clients who want to see progress and prompt communication after every invoice or project milestone, but manual follow-ups cause delays — this integration means every billing event triggers automated SMS updates and keeps client records perfectly synchronized.
📊
Operations Teams
The volume of new clients, tasks, and invoices is too high for anyone to keep up by hand without missing details — automating both apps means every record is captured across your communication channels without manual data entry.
📋
Sales Representatives
You own the next step in client onboarding and depend on someone upstream to hand over new client details from Harvest — connecting these apps means contact information flows straight into RingCentral the moment a client is registered.
📁
Freelancers
You need a reliable history of billable hours and client communications but keep finding gaps between your timesheets and phone logs — automating both apps means every entry is logged accurately without missing a beat.
Our team

Ready Workflows Did you know?

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

Tell us what type of automation you want to make?

Why choose Integrately to automate Harvest + RingCentral

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

1,500+ apps connected
1,500+ apps connected
Connect Harvest + RingCentral with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
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
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.
Secure by design
Secure by design
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.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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in $19.99

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Frequently Asked Questions

How do I connect Harvest to RingCentral?
Frequently Asked Questions
You can connect Harvest to RingCentral in 1 click using ready templates on Integrately, or use Integrately AI to set up your workflow alongside Asana, Slack, and QuickBooks Online.
Can I automatically create a RingCentral contact when a new client is added in Harvest?
Frequently Asked Questions
Can I connect Harvest, RingCentral, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Harvest and RingCentral?
Frequently Asked Questions
How does Harvest handle client and invoice data during automation?
Frequently Asked Questions
How does RingCentral manage contacts and SMS triggers here?
Frequently Asked Questions
Do I need coding skills to automate Harvest and RingCentral?
Frequently Asked Questions
Is the Harvest and RingCentral integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
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Want to automate something else in your workflow?

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

Harvest
Popular Harvest Integrations
Connect Harvest with financial and project management tools to streamline billing and time tracking workflows.
See All
Harvest Integrations arrow right
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RingCentral
Popular RingCentral Integrations
Sync RingCentral with CRM and customer support platforms to enhance client communication and call tracking.