Integration

Connect Booqable to Harvest

When something happens in Booqable, your agent does the next thing in Harvest. Describe it in plain language and the automation is built, tested on every branch and kept running.

Booqable8 triggersBooqable15 actionsHarvest16 triggersHarvest12 actions

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What do you want Booqable and Harvest to do together?

Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.

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Everything your agent can do with Booqable and Harvest

Triggers and actions 24 triggers · 27 actions

Trigger
Completed Payment
Triggers when a payment is completed.
Trigger
Finalize Invoice
Triggers when an invoice is finalized.
Trigger
New Customer
Triggers when a new customer is added.
Trigger
New Product
Fires when a new product is created in the catalog. Poll GET /api/boomerang/products sorted by created_at.
Trigger
Reserved Order
Triggers when an order is reserved.
Trigger
Started Order
Triggers when an order is started.
Trigger
Stopped Order
Triggers when an order is stopped.
Trigger
Updated Order
Triggers when an order is updated.
Action
Create Coupon
Creates a discount coupon in Booqable with a code, a discount type and value, and optional validity dates, redemption limits and eligible items.
Action
Create Customer
Creates a customer in Booqable with name, email and billing defaults, plus any of the account's own customer custom fields.
Action
Create Order
Creates a rental order in Booqable for a customer over a rental period, with pickup or delivery locations, deposit and discount settings, and any of the account's own order custom fields.
Action
Find Customer - By ID
Returns one Booqable customer by its id, including the account's own customer custom fields.
Action
Find Customer - By Name or Email
Finds Booqable customers whose name contains the text you give, or whose email matches exactly. Give either one or both.
Action
Find Order - By ID
Returns one Booqable order by its id, including totals, rental period, locations and the account's own order custom fields.
Action
Find Product - By ID
Returns one Booqable product by its id, including pricing, tracking settings and the product group's custom fields.
Action
List Customers
Returns a page of Booqable customers, newest or sorted as you choose, with each customer's core details and custom field values.
Action
List Documents
Returns a page of Booqable documents - invoices, quotes, contracts and packing slips - optionally narrowed to one document type, order or customer.
Action
List Locations
Returns the rental locations set up in Booqable, with their addresses and whether pickup or delivery is enabled.
Action
List Orders
Returns a page of Booqable orders with their rental period, status and totals, optionally narrowed to one status or customer.
Action
List Payments
Returns a page of Booqable payments - charges, authorizations and refunds - optionally narrowed to one order or customer.
Action
List Products
Returns a page of Booqable products with their pricing and tracking settings, optionally narrowed to one product group.
Action
List Stock Items
Returns a page of Booqable stock items with their identifier, status and location, optionally narrowed to one product, product group or location.
Action
Update Customer
Updates an existing Booqable customer. Fields you leave blank keep their current values, including custom fields.
Trigger
Invoice Paid
Triggers when an invoice is fully paid.
Trigger
Invoice Sent
Triggers when an invoice is sent or marked as sent.
Trigger
New Client
Triggers when a new client is added.
Trigger
New Contact
Triggers when new contact is added.
Trigger
New Expense
Triggers when a new expense is added.
Trigger
New Invoice
Triggers when an invoice is created.
Trigger
New Project
Triggers when a project is created.
Trigger
New Task
Triggers when a new task is added.
Trigger
New Time Entry
Triggers when a time entry is created.
Trigger
New User
Triggers when a new User is added.
Trigger
New User Assignment
Triggers when a user is assigned to a project.
Trigger
Timer Started
Triggers when a timer is started.
Trigger
Timer Stopped
Triggers when a timer is stopped.
Trigger
Updated Client
Triggers when a client is updated.
Trigger
Updated Invoice
Triggers when an invoice is updated.
Trigger
Updated Time Entry
Triggers when a time entry is updated.
Action
Create Client
Creates a Client
Action
Create Contact
Creates a Contact
Action
Create Project
Creates a Project
Action
Create Task
Creates a Task and optionally assigns it to a project
Action
Create Time Entry
Creates a Time Entry with duration
Action
Create Time Entry (Start & End Times)
Creates a Time Entry with start and end times
Action
Find Client
Finds a client by name or ID
Action
Find Invoice
Finds an invoice by ID
Action
Find Project
Finds a project by name
Action
Find Task
Finds a task by name
Action
Start Timer
Creates and starts a timer for a given date
Action
Stop Timer
Stops any running timers

Each app on its own

The other way round: Harvest to Booqable