Skip to content
Productivity & Project Management

Connect Harvest to Sortment

Connect Harvest to Sortment so its AI agents can create tasks and keep your team's campaign work organized and on schedule. You approve every change.

Book a callRead the docs
Actions
57
Triggers
—
Authentication
OAuth2
Category
Productivity & Project Management

What Sortment's agents can do in Harvest

57 actions. The ones lifecycle programs use most are shown first.

  • Create Client Contact
  • Create Estimate Message
  • Create Invoice
  • Create Invoice Item Category
  • Create Invoice Message
  • Create Invoice Payment
  • Create User
  • Update Client Contact
  • Update Invoice
  • Update User
  • Create Client
  • Create Estimate
  • Create Estimate Item Category
  • Create Expense
  • Create Project
  • Create Task
  • Create Time Entry
  • Update Client
  • Update Company Info
  • Update Estimate
  • Update Estimate Item Category
  • Update Expense
  • Update Project
  • Update Task
  • Update Time Entry
  • Get Invoice
  • 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
Show all 57 actions
  • List Tasks
  • List Time Entries
  • List Users
  • Get Client
  • Get Company Info
  • Get Estimate
  • Get Project
  • Get Task
  • Get Time Entry
  • Delete Client Contact
  • Delete Estimate Message
  • Delete Invoice
  • Delete Invoice Item Category
  • Delete Invoice Message
  • Delete Invoice Payment
  • Delete User
  • Delete Client
  • Delete Estimate
  • Delete Project
  • Delete Task
  • Delete Time Entry

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.

Related integrations

All integrations

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.

Book a callEstimate your cost

No migration · Works alongside your existing stack