Harvest Integration & Invoice Workflow Automation
Run Harvest on autopilot. Keep the veto.
57 actions
Invoice payments get created, projects get deleted, and expense records get updated before you've had a chance to check what fired. Rills proposes every Harvest action; you approve before anything goes out.
Interactive. No signup. 14 days free · approvals always free.
Most automation fires first, asks later. Rills shows you the change before it ships.
Every consequential payments action from Harvest arrives on your phone first. Approve in seconds. Decline without explaining yourself. Workflows wait, paused at zero cost, until you decide.
Queue 3
Log 3 invoice payments totalling $4,200 in Harvest?
3 invoices marked overdue · all past 30d
Matching payments confirmed in connected payments tool
Same batch pattern as last month's reconciliation run
Free to wait. Free to think.
Approvals and logic don't cost a credit. Pause a workflow for three hours or three weeks. The price is the same: zero. You only pay when something real happens: an AI call, an outbound action.
Approve from your phone in five seconds.
Swipe right when you're sure. Decline when you're not. Between meetings, mid-coffee, on the train. No dashboard to babysit, no inbox triage, and no surprise send you find out about after it's already out the door.
Routine cases graduate themselves.
Every approval feeds a confidence score for that exact workflow shape. The obvious cases (the ones you've green-lit fifty times) start running on their own. The judgment calls still come to you.
About Harvest automation
Billing mistakes in Harvest do not stay inside Harvest. An invoice message sent to the wrong client, a project deleted while hours are still being logged, an expense updated with the wrong category — these go out and then you deal with them.
When Harvest runs unsupervised
Automation that writes directly to your Harvest account can compound a small error into a client-facing problem before you see the first signal.
- A Create Invoice Message fires to a client whose payment dispute is still open, making your position harder to defend.
- A Delete Project runs on a project that still has unbilled time attached, and those hours disappear from your records.
- A Create Expense posts under the wrong expense category, corrupting the report your accountant is about to pull.
- An Update Task marks billable hours as non-billable across an entire project, silently shrinking your next invoice.
- A Create Invoice Payment logs a duplicate payment against an invoice that was already settled, throwing your books off.
What Rills does inside Harvest
Rills sits between your workflow logic and your Harvest account. When a rule says to create an invoice payment, delete a client, or send an invoice message, Rills surfaces the proposal with the context it gathered, then waits. Nothing posts to Harvest until you approve Harvest actions explicitly.
The invoice still goes out; you just see exactly what it says before it does.
Why Harvest has no triggers and how Rills fills the gap
Harvest does not emit events that can start a workflow on their own. Rills compensates by running scheduled polls and accepting upstream signals from the tools that do fire events, feeding the results into Harvest operations on a schedule you control.
- Scheduled invoice review: Rills polls List Invoices on a cadence you set, flags overdue or unsent invoices, and proposes a Create Invoice Message for each one before anything sends.
- Expense reconciliation: A nightly poll against List Expense Categories and Update Expense catches miscategorized entries and queues corrections for your review each morning.
- Project hygiene: Rills checks List Clients and Delete Project candidates on a weekly schedule, surfacing stale projects that match your criteria so you decide what closes.
- Payments automation: When an upstream payments tool confirms a charge, Rills proposes a Create Invoice Payment in Harvest, matched to the right invoice, holding it in queue until you confirm the match is correct.
What Rills can do in Harvest
6 of 57 actions across reads, writes, and updates.
- 01
Create Client
Register a new client in Harvest to track billable work and manage projects associated with that client. This helps you organize your customer information and set up proper accounting records.
- 02
List Clients
Retrieve all your clients from Harvest in a paginated list, allowing you to view and manage your customer base. This helps you quickly access client information for invoicing, project assignment, or business reporting.
- 03
Create Estimate
Create a formal estimate to send to clients for approval before starting work, helping you lock in project scope and pricing upfront.
- 04
Create Expense
Record and track project-related expenses by creating new expense entries in your accounting system. Use this to log costs like materials, travel, or vendor payments against specific projects for accurate financial tracking.
- 05
Create Invoice
Create a new invoice in Harvest to bill your clients for completed work or services. This generates an official invoice record that you can send to customers for payment.
- 06
List Invoices
Retrieve a filtered list of your invoices by client, project, date range, or payment status to track billing activity and cash flow.
Common questions about Harvest automation
How do I automate Harvest invoice payments without losing control?
Rills proposes invoice payment actions based on your rules, then waits for your approval before anything posts. You review each proposed action from your phone, so nothing hits a client account until you say so. Approvals and workflow logic are free; you only pay when a real action runs.
Can I get mobile approvals before Rills creates a Harvest project?
Yes. When Rills queues a project creation, it sends the proposed action to your mobile approval queue. You review the name, client, and settings on your phone before the project exists in Harvest. Nothing is created until you swipe to approve.
How do I automate Harvest expense tracking across multiple clients?
Rills can propose expense entries and categorize them based on your existing Harvest expense categories. Before any expense is created or updated, you see exactly what Rills intends to submit. You approve it or send it back. No expense ships without your call.
Can I automate deleting Harvest clients or projects safely?
Deletes are exactly the kind of action you do not want firing unsupervised. Rills flags every proposed delete, client or project, and holds it in your approval queue. Nothing is removed from Harvest until you explicitly approve it, from your phone or anywhere else.
How do I keep Harvest tasks updated automatically without mistakes?
Rills can propose task updates across your projects and queue them for review before anything changes. You see the before and after for each task update. If something looks off, you reject it. The action only runs after you approve it.
How is Rills different from Zapier for Harvest automation?
Zapier runs actions the moment conditions are met. If a rule is wrong, the action already shipped. Rills inserts a human approval step before any action runs in Harvest, so you catch bad proposals before they touch client data. You keep the veto on every action.
Does Rills support Harvest webhooks or scheduled triggers?
Harvest does not currently send events to Rills, so workflows are triggered from other connected tools or manual queues rather than Harvest-native webhooks. Rills can still act on Harvest, creating invoices, updating tasks, logging expenses, once you approve each proposed action.
How much does Rills cost for Harvest automation?
Approvals and all workflow logic are free. You only pay for real actions: AI calls and external API work like creating a project, posting an invoice payment, or updating an expense in Harvest. Reviewing and approving proposed actions never costs anything.