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Automate tasks across Harvest with TeamBook

Trigger
Action

Businesses automate real work through MindCloud every day.

Automate your first task

Use MindCloud Cirra to make Harvest and TeamBook talk.
Here are some common ways to automate work between them.

Send a TeamBook notification when Harvest receives a high-priority item.Try now
Create a TeamBook follow-up from new qualified activity in Harvest.Try now
Copy new customer details from Harvest into TeamBook.Try now
Update the matching TeamBook item when a Harvest status changes.Try now
Start a review in TeamBook when Harvest flags an exception.Try now
Summarize new Harvest activity and save it in TeamBook.Try now

How Cirra automates work

MindCloud Cirra gives your workplace superpowers.
Use her to powerhouse through your Harvest and TeamBook work.

Connect your Harvest and TeamBook. The first step is to give Cirra access to your applications.

Teach Cirra to work between them. Simply explain what you want done between them and how you use them.

Automate that work. All your apps will talk to each other and work together. No technical knowledge needed.

Every action you need

Access 59 actions between Harvest and TeamBook.
Can’t find an action you need? Let us know.

Create ExpenseCreate expense in Harvest.Update ExpenseUpdate expense in Harvest.Create InvoiceCreate invoice in Harvest.Delete invoiceDelete invoice in Harvest.Update InvoiceUpdate invoice in Harvest.Delete projectDelete project in Harvest.List Expense CategoriesRun a list expense categories action in Harvest.Create ClientCreate client in Harvest.List ClientsRun a list clients action in Harvest.Retrieve ClientRun a retrieve client action in Harvest.Update ClientUpdate client in Harvest.Retrieve CompanyRun a retrieve company action in Harvest.Create ContactCreate contact in Harvest.List ContactsRun a list contacts action in Harvest.Retrieve ContactRun a retrieve contact action in Harvest.

Frequently asked questions

New to MindCloud? We've got you. Here are some answers to common questions about how MindCloud works with Harvest and TeamBook.

MindCloud connects Harvest and TeamBook so teams can automate handoffs, updates, alerts, and record changes without building one-off scripts.

Connect all of your apps, not just some of them.

You can't automate business processes end-to-end if you can only connect to half of them.

Request an inviteJoin the early access list for the app network built to cover the workflows your business actually runs.Talk to an expertWork with a MindCloud specialist to map the systems, actions, and automations your team needs next.Get updatesFollow new app coverage, product launches, and practical integration notes from the MindCloud team.