Harvest Resource Guru

Sync new customer profiles with client billing lists

When a new customer books a session in Resource Guru, automatically set up a matching client record in Harvest to streamline future invoicing.

Try:

See all Harvest + Resource Guru integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Harvest Explore Harvest →

Triggers
New client added

Fires when a new client is added in Harvest.

New project created

Fires when a new project is created in Harvest.

New time entry logged

Fires when a new time entry is logged in Harvest.

Timer started

Fires when a timer is started in Harvest.

Actions
Create client

Creates a new client in Harvest.

Create project

Creates a new project in Harvest.

Create time entry

Logs a new time entry in Harvest.

Start timer

Starts a timer in Harvest.

Resource Guru Explore Resource Guru →

Triggers
New booking made

Fires when a new booking or appointment is made in Resource Guru.

Booking rescheduled or canceled

Fires when a booking in Resource Guru is changed or canceled.

New customer

Fires when a new customer books for the first time in Resource Guru.

Actions
Create a booking

Creates a new booking or appointment in Resource Guru.

Cancel or reschedule a booking

Cancels or moves a booking in Resource Guru.

Create or update a customer

Creates or updates a customer record in Resource Guru.

Add the booking to a calendar

Adds a booking from Resource Guru to a connected calendar.

Reserve billable time entries for new appointments When a client books a session in Resource Guru, automatically record a planned time entry in Harvest to keep team schedules accurately synchronized. See details
Schedule onboarding bookings from newly opened projects When a project is created in Harvest, create a booking link in Resource Guru so stakeholders can immediately schedule project kickoff sessions. See details

See all Harvest + Resource Guru integrations →  ·  Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Sync new customer profiles with client billing lists” between Harvest and Resource Guru?

Yes — describe it in the box above and Knit's Integrations Agent researches Harvest and Resource Guru's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

Can appointments automatically reserve billable hours in time tracking software?

Yes, when a customer schedules a session in Resource Guru, a matching time entry or project allocation is created in Harvest to reflect planned work hours.

What happens when new clients book services online?

When a customer books for the first time in Resource Guru, their profile details are synced to Harvest to instantly create a new client record for accurate invoicing.

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