Integration

Connect Harvest to Ontraport

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

Harvest16 triggersHarvest12 actionsOntraport5 triggersOntraport14 actions

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What do you want Harvest and Ontraport 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 Harvest and Ontraport

Triggers and actions 21 triggers · 26 actions

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
Trigger
New Contact
Polling trigger: fires for each newly created contact, newest first (sorted by creation date).
Trigger
New or Updated Contact
Polling trigger: fires when a contact is created or modified, sorted by date last modified.
Trigger
New Task
Polling trigger: fires for each newly created task (objectID 1), newest first.
Trigger
New Transaction
Polling trigger: fires for each newly created transaction (objectID 46), newest first.
Trigger
Two-way sync new or updated contact
A trigger for two-way syncing new and updated contacts, with enhanced on-the-fly mapping. Polls Ontraport Contacts sorted by date-last-modified descending; fires for each new or updated contact.
Action
Create Object
Create a record of any Ontraport object type. Provide objectID and a JSON of fields. Note: Ontraport DROP (dropdown) custom fields fail OPEN — sending a value that is not one of the field's defined options returns HTTP 200 and silently discards it, leaving the field unset. Verify a dropdown value landed by reading the record back.
Action
Create or Update Contact
Create a new contact, or merge into an existing one matched by email (Ontraport saveorupdate). Note: Ontraport DROP (dropdown) custom fields fail OPEN — sending a value that is not one of the field's defined options returns HTTP 200 and silently discards it, leaving the prior value in place. Verify a dropdown value landed by reading the record back.
Action
Create Task
Create a Task object (objectID 1) in Ontraport.
Action
Delete Contact
Delete a contact by its Ontraport ID.
Action
Delete Object
Delete a record of any object type by objectID and id.
Action
Find Contact by Email
Find a contact by exact email match. Returns the first matching record.
Action
Find contact by field (Go only has Find Contact by Email — covers email lookup only, not arbitrary field)
Returns the details for a contact if the specified field matches the specified value. Throws an error if zero or multiple match.
Action
Get Contact
Retrieve a single contact by its Ontraport ID.
Action
Get Object
Retrieve a single record of any object type by objectID and id.
Action
List Contacts
List contacts with optional search, range, and sort.
Action
List Objects
List records of any object type with optional search and range.
Action
Remove Tag from Contact
Remove a tag from one or more contacts.
Action
Tag Contact
Add a tag to one or more contacts.
Action
Update Object
Update a record of any Ontraport object type by ID. Note: Ontraport DROP (dropdown) custom fields fail OPEN — sending a value that is not one of the field's defined options returns HTTP 200 and silently discards it, leaving the prior value in place. Verify a dropdown value landed by reading the record back.

Each app on its own

The other way round: Ontraport to Harvest