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Productivity & Project Management

Connect Harvest to Sortment

Connect Harvest to Sortment so its AI agents can use 57 Harvest actions in your lifecycle programs, from audiences and campaigns to reporting.

Actions
57
Triggers
—
Authentication
OAuth2
Category
Productivity & Project Management

What Sortment's agents can do in Harvest

36 of 57 actions shown.

  • 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
  • Get Client
  • Get Company Info
  • Get Estimate
  • Get Invoice
  • Get Project
  • Get Task
  • Get Time Entry
  • Get User
  • List Client Contacts
  • List Clients

How it works

  1. 1

    Connect

    Connect it in Settings › Connectors. Most tools take one click to authorise.

  2. 2

    Put agents to work

    Strategy, Content and Analyst AI can read from it and act in it as part of your lifecycle programs.

  3. 3

    Approve and measure

    You review every change before it goes live, and Sortment measures the lift.

See Sortment work with Harvest.

Book a 30-minute call. We'll walk you through Sortment with your goals, your data and your stack in mind.

No migration · Works alongside your existing stack