Filevine and Harvest integrations and automations

Seamlessly connect Filevine and Harvest. Automate workflows, and boost efficiency with Workato.

Rating

4.9

Pre-built

150+

integrations

Total

100+

active users

avg

2 min

to connect

Custom Connections

Available

via HTTP connector

Market leaders run on Workato

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Build Powerful Workflows, fast

Triggers

When this happens…

Filevine
  • New/Updated object Real-time
    New/Updated object in Filevine

    • Any other trigger you can think up

Harvest
  • New client
    New client in Harvest
  • New project
    New project in Harvest
  • New task
    New task in Harvest
  • New time entry
    New time entry in Harvest
  • New/updated client
    New or updated client in Harvest
  • New/updated project
    New or updated project in Harvest
  • New/updated task
    New or updated task in Harvest
  • New/updated time entry
    New or updated time_entry in Harvest
  • New/updated user
    New or updated user in Harvest
  • New user
    New user in Harvest

    • Any other trigger you can think up

Actions

Do this…

Filevine
  • Custom action
    Custom action in Filevine (Custom)
  • Batch document download Batch
    Batch document download in Filevine
  • Batch document upload Batch
    Batch document upload in Filevine
  • Batch document upload confirmation
    Batch document upload confirmation in Filevine
  • Check batch limit
    Check if batch is within limit in Filevine
  • Create record
    Create in Filevine
  • Archive/Delete record
    Delete in Filevine
  • Get record details by ID
    Get details of specific in Filevine
  • List records
    List in Filevine
  • Lock document
    Lock a document in Filevine
  • Search records
    Search in Filevine
  • Unlock document
    Unlock a document in Filevine
  • Update record
    Update in Filevine
  • Update project clients Bulk
    Update Project clients in Filevine

    • Any other action you can think up

Harvest
  • Custom action
    Custom action in Harvest (Custom)
  • Create client
    Create client in Harvest
  • Create project
    Create project in Harvest
  • Create task
    Create task in Harvest
  • Create time entry via duration
    Create time entry via duration in Harvest
  • Create time entry via start and end time
    Create time entry via start and end time in Harvest
  • Create user
    Create user in Harvest
  • Get client by ID
    Get client by ID in Harvest
  • Get project by ID
    Get project by ID in Harvest
  • Get task by ID
    Get task by ID in Harvest
  • Get time entry by ID
    Get time entry by ID in Harvest
  • Get user by ID
    Get user by ID in Harvest
  • Search clients
    Search clients in Harvest
  • Search projects
    Search projects in Harvest
  • Search tasks
    Search tasks in Harvest
  • Search time entries
    Search time entries in Harvest
  • Search users
    Search users in Harvest
  • Update client
    Update client in Harvest
  • Update project
    Update project in Harvest
  • Update task
    Update task in Harvest
  • Update time entry
    Update time entry in Harvest
  • Update user
    Update user in Harvest

    • Any other action you can think up

One platform

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