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Connect Harvest to Copper

Move data between Harvest and Copper the moment it happens. Build the flow visually, or let AI write it for you, then run it on our cloud or your own infrastructure.

Harvest triggers
0
Harvest actions
11
Copper triggers
11
Copper actions
20

Automation ideas

What you can build with Harvest and Copper

A few flows teams run between Harvest and Copper. Use one as a starting point, or build your own from scratch.

  • New Activity in Copper creates Get Clients in Harvest

    Triggers when a new activity is logged

  • New Activity in Copper creates Get Estimates in Harvest

    Triggers when a new activity is logged

  • New Activity in Copper creates Get Expenses in Harvest

    Triggers when a new activity is logged

  • New Person in Copper creates Get Clients in Harvest

    Triggers when a new person/contact is created.

Questions, answered

No. Pick a trigger on either piece and an action on the other, map the fields, and turn the flow on. Add a code step later only if you want to.

Yes. Build one flow that starts in Harvest and acts in Copper, and a second that runs the other way, in the same project.

On our EU cloud in Frankfurt, or self-hosted on your own infrastructure with Docker or Kubernetes. The MIT-licensed core means there is always an exit.