Bonsai + Harvest

Create new Bonsai clients from new Harvest contacts

Effortlessly manage your new contacts with this automated workflow. When a new contact is added in Harvest, it will instantly create a client in Bonsai, saving you valuable time and ensuring all your data is organized and consistent across both platforms. Enhance your productivity by reducing manual data entry and always stay on top of your client updates.

When this happens...
New Contact
Triggers when new contact is added.
TriggerScheduled
automatically do this!
Create Client
Creates a client lead on Bonsai
ActionWrite

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Supported triggers and actions

What does this mean?

Invoice Paid
Triggers when a invoice is fully paid.
Trigger
Scheduled
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New Client
Triggers when a new client is added.
Trigger
Scheduled
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New Expense
Triggers when a new expense is added.
Trigger
Scheduled
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New Project
Triggers when a project is created.
Trigger
Scheduled
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- Exclude entries created as running timers?
Trigger
Scheduled
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New User Assignment
Triggers when a user is assigned to a project.
Trigger
Scheduled
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Timer Stopped
Triggers when a timer is stopped.
Trigger
Scheduled
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- ClientRequired
- First NameRequired
- Last Name
- Email
- Title
- Mobile Phone
- Office Phone
- Fax
Action
Write
- Project
- NameRequired
- Billable By Default
- Default Hourly Rate
- Is Default
Action
Write
- ProjectRequired
- TaskRequired
- Started TimeRequired
- Ended TimeRequired
- Spent DateRequired
- Notes
Action
Write
Stop Timer
Stops any running timers
Action
Write
- NameRequired
Action
Search
- NameRequired
Action
Search
Contract Viewed
Triggers when a contract is viewed.
Trigger
Instant
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Invoice Viewed
Triggers when an invoice is viewed by the client.
Trigger
Instant
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Proposal Viewed
Triggers when a proposal is viewed by the client.
Trigger
Instant
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- Project NameRequired
- CurrencyRequired
- Client EmailRequired
- Client Name
- Company Name
- Project Description
- Project Notes
- Client Website
- Client Phone Number
- Client Job Title
Action
Write

Invoice Sent
Triggers when a invoice is sent or marked as sent.
Trigger
Scheduled
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New Contact
Triggers when new contact is added.
Trigger
Scheduled
Try It
New Invoice
Triggers when a invoice is created.
Trigger
Scheduled
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New Task
Triggers when a new task is added.
Trigger
Scheduled
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New User
Triggers when a new User is added.
Trigger
Scheduled
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Timer Started
Triggers when a timer is started.
Trigger
Scheduled
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- NameRequired
- Address
Action
Write
- ClientRequired
- NameRequired
- Code
- Bill By
- Hourly Rate
- Budget By
- Budget
- Notes
Action
Write
- ProjectRequired
- TaskRequired
- HoursRequired
- Spent DateRequired
- Notes
Action
Write
- ProjectRequired
- TaskRequired
- Spent DateRequired
- Notes
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- NameRequired
Action
Search
Contract Signed
Triggers when a contract is signed by your contact (client or contractor).
Trigger
Instant
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Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
Try It
Proposal Accepted
Triggers when a proposal is accepted by the client.
Trigger
Instant
Try It
- Client NameRequired
- Client EmailRequired
- Company Name
- Website
- Phone Number
- Job Title
- Notes
Action
Write

About Bonsai

Bonsai is the only tool you need to run your business. Manage your clients, deliver great work, get paid, and track your finances.

Learn more Help

Related categories

Forms & Surveys

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Harvest

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

Related categories

Time Tracking Software

PRODUCTS

CAPABILITIES

By team

Bonsai + Harvest

Create new Bonsai clients from new Harvest contacts

Invoice Paid

New Client

New Expense

New Project

New Time Entry

Exclude entries created as running timers?

New User Assignment

Timer Stopped

Create Contact

First NameRequired

Last Name

Email

Title

Mobile Phone

Office Phone

Fax

Create Task

Project

NameRequired

Billable By Default

Default Hourly Rate

Is Default

Create Time Entry (Start & End Times)

ProjectRequired

TaskRequired

Started TimeRequired

Ended TimeRequired

Spent DateRequired

Notes

Stop Timer

Find Client

NameRequired

Find Task

NameRequired

Contract Viewed

Invoice Viewed

Proposal Viewed

Create Project

Project NameRequired

CurrencyRequired

Client EmailRequired

Client Name

Company Name

Project Description

Project Notes

Client Website

Client Phone Number

Client Job Title

Invoice Sent

New Contact

New Invoice

New Task

New User

Timer Started

Create Client

NameRequired

Address

Create Project

ClientRequired

NameRequired

Code

Bill By

Hourly Rate

Budget By

Budget

Notes

Create Time Entry

ProjectRequired

TaskRequired

HoursRequired

Spent DateRequired

Notes

Start Timer

ProjectRequired

TaskRequired