ConnectWise and Harvest integration + automation

ConnectWise and Harvest integrations couldn’t be easier with the Tray Platform’s robust ConnectWise and Harvest connectors, which can connect to any service without the need for separate integration tools.

ConnectWise and Harvest Connector Details

ConnectWise

ConnectWise

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UsesSales, Marketing
CategoryCustomer Relationship Management (CRM)
Connector TypeTray Connector
Operations
Raw HTTP request (advanced)List invoicesCreate companyCreate company typeCreate company type associationCreate contactList communication typesList company types
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Harvest logo

Harvest

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UsesAll, Sales
CategoryScheduling and Time Tracking
Connector TypeTray Connector
Operations
Assign task to projectAssign user to projectCreate clientCreate projectCreate taskCreate time entry via durationCreate time entry via start and end timeGet clientGet logged in userGet projectGet taskGet time entry
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The Tray Platform allows us to integrate two very important systems and achieve seamless and efficient workflows. We have also been impressed by how flexible and customer-centric the Tray team is. We’re glad to have a partner that is not only reliable but also easy to work with.

Vice President, Business Systems
Udemy

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