--- title: "Connect Harvest and Zoho Writer - APIANT.ai" description: "When \"New Client\" fires in Harvest, your agent runs \"Merge a Template and Send Email\" in Zoho Writer." canonical: "https://apiant.ai/connect/harvest-to-zoho-writer" --- # Connect Harvest and Zoho Writer When **New Client** fires in [Harvest](https://apiant.ai/connections/harvest), your agent runs **Merge a Template and Send Email** in [Zoho Writer](https://apiant.ai/connections/zoho-writer), or **New Document** in Zoho Writer to **Create Contact** in Harvest. Describe the whole flow and it is built, tested on every scenario and kept running. Harvest **16** triggers Harvest **12** actions Zoho Writer **2** triggers Zoho Writer **13** 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 Zoho Writer 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 and Zoho Writer can do together ### From Harvest to Zoho Writer - When **New Client** in Harvest then **Merge a Template and Send Email** in Zoho Writer - When **New Contact** in Harvest then **Add document** in Zoho Writer ### From Zoho Writer to Harvest - When **New Document** in Zoho Writer then **Create Contact** in Harvest - When **New Document Moved to Folder** in Zoho Writer then **Create Task** in Harvest 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 Zoho Writer ## Triggers and actions 18 triggers · 25 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 Document** Triggers when a new document has been created. - Trigger **New Document Moved to Folder** Triggers when document moved to folder. - Action **Add document** Create a new blank document. - Action **Delete document** Moves a Zoho Writer document to the Trash. It can be restored from the Trash for the vendor's retention period. - Action **Get document** Get document details by id. - Action **Get Merge Job Report** Returns the report of a merge job: its overall status and the per-record merged documents with their download links. - Action **Get Translation Job Status** Returns the status of a document translation job and, once it is completed, the link to the translated document. - Action **List documents** List documents in a folder or account. - Action **Merge a Document and Send via Webhook** Merges a document with data from a source and sends it via a Webhook. - Action **Merge and Store** Merges a document and stores it in a particular folder in Zoho WorkDrive. - Action **Merge a Template and Send Email** Merges a template with data from a source and send mail. - Action **Translate document** Translates a Zoho Writer document into another language and stores the translation in a folder. Returns a status link for the translation job. - Action **Update document** Updates one property of a Zoho Writer document: its name, description, favourite flag, final state, lock, readiness or track changes. - Action **Upload Document With Text** Uploads a document file. - Action **Upload Document With URL** Uploads a document with the given URL ## Each app on its own - [ **Harvest** Simple time tracking software and powerful reporting that helps your team thrive.](https://apiant.ai/connections/harvest) - [ **Zoho Writer** Zoho Writer is a powerful word processor made for collaborative work.](https://apiant.ai/connections/zoho-writer) 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 Zoho Writer - [ **HubSpot to Zoho Writer** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-zoho-writer) - [ **Salesforce to Zoho Writer** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-zoho-writer) - [ **Slack to Zoho Writer** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-zoho-writer) - [ **Google Sheets to Zoho Writer** Google Sheets](https://apiant.ai/connect/google-sheets-to-zoho-writer) - [ **Gmail to Zoho Writer** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-zoho-writer) - [ **Google Calendar to Zoho Writer** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-zoho-writer) Questions ## Harvest and Zoho Writer, 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 Zoho Writer when something happens in Harvest? Any of Zoho Writer's 13 actions, including Update document, Upload Document With Text, Upload Document With URL and Add document. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Zoho Writer to Harvest? Yes. When something happens in Zoho Writer, your agent can act in Harvest too. This page covers both directions: Zoho Writer's triggers and Harvest's actions are listed here as well. ### ### Do I have to build a connector for Harvest or Zoho Writer? 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 Zoho Writer 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.