Harvest integration
Time Tracking Software with Invoicing. Use Harvest from Zoft voice agents, chat agents, workflows and AI employees.
- Sign in with OAuth
- 11 actions
- Starts withA call, a chat message or a schedule
- ZoftAgent or workflow decides what happens next
- Then in Harvest
Get Roles - AndGet Tasks
Zoft + Harvest
What Zoft can do with Harvest.
- 01Voice agentsA phone agent can use Harvest actions such as Get Roles and Get Tasks during the call, then hand off to a person when it should.
- 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update Harvest while it talks to the customer.
- 03WorkflowsUse Harvest as a step on the workflow canvas, alongside the other apps in your stack.
- 04AI employeesAn AI employee can find and use Harvest actions on its own, and ask for your approval before it sends or changes anything important.
Actions 11
Things Zoft can do in Harvest.
- Get RolesFetches Roles
- Get TasksFetches Tasks
- Get UsersFetches Users
- Get ClientsFetches Clients
- Get ExpensesFetches expenses
- Get InvoicesFetches invoices
- Get ProjectsFetches projects
- Get EstimatesFetches Estimates
- Custom API CallMake a custom API call to a specific endpoint
- Get Time EntriesFetches Time Entries
Show all 11Show fewer
- Uninvoiced ReportUninvoiced hours and expenses for all billable projects
Setup
Connect Harvest in three steps.
- 01ConnectChoose Harvest in Connections and approve access in the Harvest sign-in window. Zoft never sees your password.
- 02Put it to workAdd Harvest as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
- 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.
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FAQ
Harvest on Zoft, answered.
What can Zoft do with Harvest?
Zoft supports 11 actions for Harvest. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.
How do I connect Harvest to Zoft?
Choose Harvest in Connections and approve access in the Harvest sign-in window. Zoft never sees your password.
Can a voice agent or chat agent use Harvest?
Yes. Once Harvest is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.
Can an AI employee work in Harvest without supervision?
Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.