--- title: "Connect Harvest to Workiz - APIANT.ai" description: "When \"New Client\" fires in Harvest, your agent runs \"Create Lead\" in Workiz. Describe the whole flow and it is built, tested on every scenario and kept running." canonical: "https://apiant.ai/connect/harvest-to-workiz" --- # Connect Harvest to Workiz When **New Client** fires in [Harvest](https://apiant.ai/connections/harvest), your agent runs **Create Lead** in [Workiz](https://apiant.ai/connections/workiz). Describe the whole flow and it is built, tested on every scenario and kept running. Harvest **16** triggers Harvest **12** actions Workiz **11** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Harvest and Workiz to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Harvest can start in Workiz - When **New Client** in Harvest then **Create Lead** in Workiz - When **New Contact** in Harvest then **Update Lead** in Workiz Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Harvest and Workiz ## Triggers and actions 16 triggers · 23 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 - Action **Add payment to job** Add a payment record to a job. - Action **Convert lead to job** Convert an existing lead into a job. - Action **Create Job** Schedules a new job in your Workiz account. - Action **Create Lead** Schedules a new lead in your Workiz account. - Action **Get Job** Fetch a single job's details by UUID. - Action **Get Lead** Fetch a single lead's details by UUID. - Action **List Jobs** Fetch a filtered list of jobs. - Action **List Leads** Fetch a filtered list of leads. - Action **List team members** Lists the active team members in the Workiz account. - Action **Update Job** Update an existing job's information. - Action **Update Lead** Update an existing lead's information. ## Each app on its own - [ **Harvest** Simple time tracking software and powerful reporting that helps your team thrive.](https://apiant.ai/connections/harvest) - [ **Workiz** Workiz makes it easier than ever for service business owners to run their business, save time, make their...](https://apiant.ai/connections/workiz) Reviews ## What our customers say ## More from Harvest - [ **Harvest to Timeero** Timeero is a mileage and GPS time tracking app for mobile teams.](https://apiant.ai/connect/harvest-to-timeero) - [ **Harvest to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/harvest-to-hubspot) - [ **Harvest to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/harvest-to-salesforce) - [ **Harvest to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/harvest-to-slack) - [ **Harvest to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/harvest-to-gmail) - [ **Harvest to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/harvest-to-mailchimp) ## More into Workiz - [ **HubSpot to Workiz** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-workiz) - [ **Salesforce to Workiz** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-workiz) - [ **Slack to Workiz** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-workiz) - [ **Google Sheets to Workiz** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-workiz) - [ **Gmail to Workiz** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-workiz) - [ **Google Calendar to Workiz** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-workiz) Questions ## Harvest and Workiz, answered ### ### What can start an automation from Harvest? Any of Harvest's 16 triggers in the catalog, including New Client, New Contact, New Expense and New Invoice. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Workiz when something happens in Harvest? Any of Workiz's 11 actions, including Create Job, Create Lead, Update Job and Update Lead. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Workiz to Harvest? Workiz has no triggers in the catalog today, so automations start in Harvest. If you need the other direction, ask: your agent reads Workiz's API documentation and adds it. ### ### Do I have to build a connector for Harvest or Workiz? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Harvest and Workiz without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.