Harvest + Shift Integration

Integrate Harvest to Shift in one click, or tell Integrately AI how you want each order handled. Create customers, add products, generate orders, and alert your fulfillment team automatically.

Free foreverFree forever.
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
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
  • Shift
    Create order in Shift
  • Shift
    Create customer in Shift
  • Shift
    Create product in Shift

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Ready WorkflowsReady Workflows   for Harvest + Shift Integration

Create orders from paid invoices, sync new clients, add customers, generate products, and update your fulfillment records, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
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Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Harvest + Shift flow

Connect your fulfillment data to project management, team chat, and accounting tools once orders are generated. Pick a combination and activate it in one click.

Harvest
Shift
+
AsanaAsana (4)
+
SlackSlack (4)
+
QuickBooks OnlineQuickBooks Online (3)
+
StripeStripe (3)
+
Google DriveGoogle Drive (3)
+
GmailGmail (3)
H
S
A
Create a Shift order when an invoice is paid in Harvest, and create an Asana task for fulfillment
Paid Harvest invoices instantly generate orders in Shift while opening an Asana task for your fulfillment team, eliminating manual data entry.
H
S
A
When a client is added in Harvest, create a Shift customer and add an onboarding task in Asana
New Harvest clients automatically receive customer profiles in Shift and dedicated onboarding tasks in Asana without manual setup.
H
S
A
If a Harvest expense is added, create a Shift product and log a review task in Asana
New Harvest expenses trigger product creation in Shift and review tasks in Asana for seamless financial tracking.
H
S
A
Use Claude to summarise new Harvest project briefs, create a Shift order, and add an Asana task
Claude reviews new Harvest project details, generates a Shift order, and assigns an Asana task for your team.

Supported triggers and actions for Harvest and Shift

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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Shift
Shift Triggers & Actions
No trigger is available
Create order in Shift
Creates a new order
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Create customer in Shift
Adds a new customer to the database
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Create product in Shift
Generates and launch new products
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What can you automate with Harvest + Shift?

Connect your time tracking and invoicing data directly to warehouse logistics to eliminate manual data entry and speed up fulfillment.

What you can automate?
📦
Create fulfillment orders from paid invoices
Generate a new order in Shift automatically the moment an invoice is paid in Harvest. Your warehouse team receives dispatch instructions without manual handoffs.
📋
Capture every submitted client and project field
Map all available Harvest client details, line items, and project scopes directly into Shift customer profiles and orders instead of re-typing data by hand.
🔔
Notify your logistics team instantly
Send automated alerts to your warehouse staff or Slack channels as soon as new orders are generated from client invoices.
🔀
Route orders based on invoice amounts or tiers
Apply conditional rules to send high-value orders to priority warehouse queues while standard orders follow regular fulfillment paths.
🔄
Keep inventory and customer records up to date
Automatically synchronise product updates, expense logs, and customer profile changes between Harvest and Shift as your business grows.
🔗
Add or update records without creating duplicates
Search existing Shift customer databases before creating new profiles, ensuring clean records and preventing duplicate entries.
🏷️
Handle payment and fulfillment status updates
Trigger downstream operations when invoices are paid, projects are updated, or fulfillment milestones are reached.
🌐
Extend your workflow to team communication apps
Connect your Harvest and Shift workflow with Slack to announce new orders, share fulfillment updates, and keep your staff aligned.
And much more...

Who is Harvest + Shift integration for?

Operations managers, finance leads, and logistics coordinators streamline fulfillment tracking, eliminate manual order entry, and keep warehouse records synchronised effortlessly.

Finance directors
Finance directors
Logistics managers
Logistics managers
Account executives
Account executives
Operations leads
Operations leads
Warehouse supervisors
Warehouse supervisors
Compliance officers
Compliance officers
📈
Finance directors
You're reconciling paid invoices in Harvest with warehouse fulfillment logs by hand, but your financial reports only update after manual batch exports, so your revenue numbers are always hours behind — this integration means every paid invoice instantly generates fulfillment records and your financial data stays current.
Logistics managers
You need to dispatch warehouse inventory as soon as client projects are confirmed, but you find out about new orders too late because notifications get buried in email threads — automating both apps means every new invoice triggers warehouse orders instantly and your fulfillment team starts packing without delay.
📊
Account executives
You answer to clients who want immediate confirmation that their service packages and product orders are moving through the warehouse, but manual updates lead to frustrating reporting gaps — with this integration, order statuses sync automatically and your clients receive accurate progress updates on time.
🔄
Operations leads
The volume of new client accounts and billable invoices is too high for your team to keep up by hand, leading to missed fulfillment orders and unhappy customers — automating both apps means client additions and paid invoices flow straight into warehouse systems without manual copy-pasting.
👥
Warehouse supervisors
You own the physical fulfillment stage and depend on billing teams to hand over order details, but communication lags leave your loading docks waiting — connecting these apps means order data arrives in your logistics queue the moment payment clears so you can pack immediately.
📁
Compliance officers
You need a reliable audit trail linking every billable client transaction to its physical warehouse fulfillment history, but manual record-keeping keeps leaving gaps in your logs — this integration means every transaction and order forms a complete, uncompromised history across your systems.
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 + Shift

Build and manage your Harvest + Shift 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 + Shift 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
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Harvest to Shift?
Frequently Asked Questions
Connecting Harvest to Shift is fast and requires no coding. You can choose a ready automation template or use Integrately AI to build your workflow in seconds. Connect your accounts, select your triggers and actions, and activate your integration alongside tools like Asana, Slack, and QuickBooks Online.
Can I automatically create Shift orders when Harvest invoices are paid?
Frequently Asked Questions
Can I connect Harvest, Shift, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Harvest and Shift?
Frequently Asked Questions
How does Harvest handle new client data in this integration?
Frequently Asked Questions
How does Shift receive order details from Harvest?
Frequently Asked Questions
Do I need coding skills to automate Harvest and Shift?
Frequently Asked Questions
Is the Harvest and Shift 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?

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