Connect Harvest to Vouchsafe

Both apps 38Harvest 28Vouchsafe 10

• 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
  User Needs Review

  Triggers when a user could not be automatically verified, and needs your review.

• Trigger
  User Verified

  Triggers when a verification is automatically completed.

• Action
  Find addresses by postcode

  Search for addresses matching a given postcode. GET /api/v1/postcode-search (SearchPostcode).

• Action
  Get account detail

  Retrieve details for a specific monitored account (subject of an alert). GET /api/v1/accounts/{id} (GetAccountDetail).

• Action
  Get team

  Retrieve details for a Vouchsafe team/workspace by ID. GET /api/v1/teams/{id} (GetTeam).

• Action
  Get verification

  Retrieve a verification case's status and check results by ID. GET /api/v1/verifications/{id}.

• Action
  List verifications

  List verification cases for the team. GET /api/v1/verifications.

• Action
  Perform smart lookup

  Look up and enrich identity details (e.g. email/phone) via Vouchsafe's smart lookup service. POST /api/v1/smart-lookups (PerformSmartLookup).

• Action
  Request Verification

  Starts a verification session for an applicant, new user or customer.

• Action
  Toggle alerts

  Enable or disable proactive alert monitoring for an account. POST /api/v1/accounts/{id}/toggle-alerts (ToggleAlerts).

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.