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Get more done with Tidio and Harvest integration

Answer invoice and hours questions from Harvest, and log the support time you actually give.

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Integration availability depends on your Tidio plan.

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Category

Project Management

Integration availability depends on your Tidio plan.

Compare plans

Use cases

What you can do with Tidio and Harvest

Explain the invoice

The Harvest invoice and the hours behind it reach the conversation, so a client asking why an amount changed is answered with lines, not adjectives.

Answer how much is left

Harvest budget data tells a client what remains on a retainer, which is a much better conversation than the one at the end of the month.

Record the work

Time spent helping a client in chat becomes a Harvest entry on their project, so support is not quietly unbilled.

Chase politely

An unpaid Harvest invoice can start a friendly conversation, which collects faster than a second reminder email.

Overview

Harvest holds the hours, the budgets and the invoices for teams who bill by the day. Clients ask about all three, usually in a message rather than a meeting. Connected to Tidio through Zapier or the Tidio API, the chat answers from the record: what the last invoice covered, how much of a retainer is left, whether a payment has landed. Support time can be logged back to Harvest so it is not given away.

Key features

  • Answer invoice questions with the Harvest invoice and its status behind the reply
  • Show what is left using the Harvest budget for that project or retainer
  • Log the time so a conversation that was work reaches Harvest
  • Warn before the overrun when a Harvest budget is nearly used up
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Harvest

Project Management

Tags

  • Project Management

  • Team Collaboration

How it works

Connect Harvest in minutes

  1. 1

    Connect Tidio and Harvest

    Link them with Zapier or the Tidio API and choose the Harvest projects, clients and invoice fields the chat may use.

  2. 2

    Decide what is shared

    Pick which Harvest data a client may be told and which conversations create a time entry.

  3. 3

    Keep billing in Harvest

    Harvest stays the record for hours and invoices, and the chat answers around them.

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Frequently asked questions

Common questions about the Harvest integration

Should clients see hours in detail?

Share what you would put on an invoice. Most teams expose the total and the project in a client conversation and keep individual Harvest entries internal.

Is support time worth logging?

Usually yes. Once chat time appears in Harvest, the accounts that consume hours every week stop looking cheaper to serve than they are.

Is the Harvest integration available on my plan?

Availability depends on the Tidio plan you are on. Compare plans to see which plan covers the Harvest integration.