Integrations / Time Tracking Software
Manage Harvest invoices and projects from WhatsApp
Flann connects Harvest to the WhatsApp chat you already run your business from. You ask, and Flann picks the right Harvest action. Project tools are built for people who sit at desks. Owners usually do not.
57 actions in Harvest. 20 only look things up, and 37 create, update, send or delete. You connect with a one-click sign-in.
What you can ask Flann to do in Harvest
Type it or say it in a voice note. Flann works out which Harvest action you mean.
“Look up the task in Harvest.”
“Look up the invoice in Harvest.”
“Look up the project in Harvest.”
“Create a task in Harvest.”
“Create a project in Harvest.”
“Create an expense in Harvest.”
What Flann can work with in Harvest
Harvest gives Flann 57 actions across 15 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Clients | createdeletelook upupdate | 5 |
| Invoices | createdeletelook upupdate | 5 |
| Projects | createdeletelook upupdate | 5 |
| Tasks | createdeletelook upupdate | 5 |
| Time entries | createdeletelook upupdate | 5 |
| Users | createdeletelook upupdate | 5 |
| Client contacts | createdeletelook upupdate | 4 |
| Estimates | createdeletelook upupdate | 4 |
Here is what changes when Harvest goes through Flann instead of its own screens.
| Compare | Harvest on its ownEvery step is yours | With FlannThe work comes to your chat |
|---|---|---|
| How you ask | Log in and click through the screens | Text or voice note, in your own words |
| Looking things up about invoices | By hand, screen by screen | 20 look-ups, answered straight away |
| Creating and updating | Typed in by hand | 37 changes, made from a message |
| Harvest records | All of them, one screen at a time | 15 kinds, from one chat |
| Set-up | Nothing new to set up | One sign-in to Harvest |
YesPartlyNo
Step by step: Harvest jobs you can hand to Flann
What happens between your message and the result in Harvest.
Create an invoice from a voice note
- You message Flann on WhatsApp: “Create an invoice in Harvest with these details.”
- Flann runs
List Invoicesin Harvest and shows you what it found. - Flann runs
Create Invoicein Harvest. - Flann creates it in Harvest and confirms in the chat.
Fix a project without opening Harvest
- You message Flann on WhatsApp: “Change the project in Harvest: here is what is different.”
- Flann runs
List projectsin Harvest and shows you what it found. - Flann runs
Update Projectin Harvest. - Flann makes the change in Harvest and confirms in the chat.
Clean up tasks you no longer need
- You message Flann on WhatsApp: “Which tasks in Harvest are out of date? Remove the ones I confirm.”
- Flann runs
List Tasksin Harvest and shows you what it found. - Flann runs
Delete Taskin Harvest. - Each removal is confirmed in the chat.
The Harvest jobs you can stop doing yourself
You stay in charge of what goes out. Flann does the reading, the drafting and the chasing.
Turning a voice note into tasks
Today
Ideas and jobs come to you while driving or walking the floor. By the time you are at a screen to put them into Harvest, some have gone.
With Flann
“Put everything from this voice note into Harvest as tasks for this week.”
Flann transcribes the voice note, splits it into separate jobs, gives each a clear title and suggests a due date and an owner from your team in Harvest. You see the list as one card.
What you stop doing: Remembering jobs until you get to a screen is no longer required.
Capturing actions from a team meeting
Today
After a team meeting, actions get agreed but nobody writes them into Harvest. A week later, everyone remembers the meeting differently.
With Flann
“Here are the notes from this morning’s meeting. Create the actions in Harvest with owners.”
Reading your notes, Flann picks out each decision and action, names who owns it and suggests a due date.
What you stop doing: Being the one who types up actions after every meeting is behind you.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Harvest
- Open Connectors in Flann and choose Harvest.
- Sign in to your Harvest account on the secure page that opens and allow access. There is no developer account or API key to set up.
- From then on, message Flann on WhatsApp. It works in Harvest whenever a request needs it.
Reading from Harvest is instant. Harvest stays connected until you remove it in Connectors.
Ways to use Harvest with Flann
Close things off
Tell Flann a job is done. It prepares the update in Harvest so the list stays honest.
Know who is on what
Ask who is working on what. Flann summarises Harvest in a few lines.
What is due today
Ask Flann what is overdue or due today. It reads Harvest and sends you the list.
Everything Flann can do in Harvest
All 57 Harvest actions, as Flann sees them.
Looks up 20
- Get Client
- Get Company Info
- Get Estimate
- Get Invoice
- Get Project
- Get Task
- Get Time Entry
- Get User
- List Client Contacts
- List Clients
- List Estimate Messages
- List Expense Categories
- List Invoice Item Categories
- List Invoice Messages
- List Invoice Payments
- List Invoices
- List projects
- List Tasks
- List Time Entries
- List Users
Changes 37
- Create Client
- Create Client Contact
- Create Estimate
- Create Estimate Item Category
- Create Estimate Message
- Create Expense
- Create Invoice
- Create Invoice Item Category
- Create Invoice Message
- Create Invoice Payment
- Create Project
- Create Task
- Create Time Entry
- Create User
- Delete Client
- Delete Client Contact
- Delete Estimate
- Delete Estimate Message
- Delete Invoice
- Delete Invoice Item Category
- Delete Invoice Message
- Delete Invoice Payment
- Delete Project
- Delete Task
- Delete Time Entry
- Delete User
- Update Client
- Update Client Contact
- Update Company Info
- Update Estimate
and 7 more
More Time Tracking Software apps Flann works with
Bugherd
TogglCommon questions
What can Flann do with clients in Harvest?
Flann can create, delete, look up and update clients in Harvest, using 5 actions (Create Client, Delete Client, Get Client, List Clients and more). Looking up runs straight away and changes nothing. The other actions create or change clients in Harvest.
What can Flann do with invoices in Harvest?
Flann can create, delete, look up and update invoices in Harvest, using 5 actions (Create Invoice, Delete Invoice, Get Invoice, List Invoices and more). Looking up runs straight away and changes nothing. The other actions create or change invoices in Harvest.
How does Flann connect to Harvest?
Open Connectors in Flann, choose Harvest and sign in to your Harvest account on a secure page. There is no developer account or API key to set up. Once it is connected, Flann can use 57 actions in Harvest.
How do I ask Flann to do something in Harvest?
Message Flann on WhatsApp the way you would message a colleague, or send a voice note. Flann picks the Harvest action that fits and asks if anything is missing.
Does connecting Harvest cost extra?
No. Harvest is included in every Flann plan, along with every other app Flann connects to.