Connect Harvest and Microsoft 365 Planner integrations
Connect Harvest and Microsoft 365 Planner with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Harvest and Microsoft 365 Planner to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.
Triggers when a new client is created.
Triggers when a new contact is created.
Triggers when a new invoice is created.
Triggers when a new project is created.
Triggers when a new task is created.
Triggers when a new time entry is created.
Triggers when a new user is created.
Creates a new planner bucket.
Creates a new plan.
Creates a new planner task.
Deletes a planner bucket.
Deletes a planner task.
Gets a specified planner bucket.
Gets a specified plan.
Gets a specified planner task.
Performs an arbitrary authorized API call.
Updates an existing planner bucket.
Updates an existing plan.
Updates an existing planner task.
Retrieves a list of planner buckets.
Retrieve a list of authenticated user's plans.
Retrieves a list of planner tasks
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Build your Harvest and Microsoft 365 Planner integrations.
Create custom Harvest and Microsoft 365 Planner workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Adds new line item to specific invoice.
Creates a new billable rate.
Creates a new planner bucket.
Creates a new client.
Creates a new contact.
Creates a new plan.
Creates a new project.
Creates a new task.
Creates a new task assignment.
Popular Harvest and Microsoft 365 Planner workflows.
Looking to get more out of Harvest and Microsoft 365 Planner? With Make you can visually integrate Harvest and Microsoft 365 Planner into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Create new Microsoft 365 Planner tasks for new ClickUp tasks
Every time a new task is created in ClickUp, Make will automatically add that task to Microsoft 365 Planner.
TRY IT ->Create new Google Tasks for new Microsoft 365 Planner tasks
Every time a new task is created in Microsoft 365 Planner, Make will automatically add that task to Google Tasks.
TRY IT ->Send Slack message for new Microsoft 365 Planner tasks
Every time a new task is created in Microsoft 365 Planner, Make will automatically send a message in Slack.
TRY IT ->Automated employee payments with data grabbed from a time-tracking app
Retrieve the time tracked by your employees on Harvest, store all the details in Google Sheets and create draft payments using Revolut Business. The setup of the template assumes you have your employee data stored in a Google Sheets sheet. It has to include these columns: Name of the employee and payment details. To see which details are required to create a Revolut draft payment depending on the country, click [here](https://developer.revolut.com/docs/build-banking-apps/#tutorials-tutorials-work-with-draft-payments-international-payments). For example, if you're creating a payment to the United Kingdom, your Sheet #2 (the one with the courier information) needs to include an Account Number and a Sort Code; for payment to Germany, it's IBAN and BIC.
TRY IT ->Create a new Recipient in Payment Rails when a new Person is added in Harvest and record it in Google Sheets
Every time a new user is added in Harvest, Make will automatically create a new Recipient in Payment Rails and record it in Google Sheets.
TRY IT ->Send a message to Slack about a new project in Harvest (NEW Slack module)
When a new project is created in Harvest, Make will automatically send a notification via Slack to keep you posted.
TRY IT ->Create a Beeminder datapoint for new Harvest time entry
Every time a new Harvest time entry is received, Make will automatically create a datapoint in Beeminder.
TRY IT ->Harvest + Google Sheet + Xero
This template allows you to automatically calculate the total number of hours you spent working for a client during the current month. The calculated data is stored in a Google Sheet but at the same time an invoice is created for the client. Note: In order for this template to work you need to make sure you have an existing record for each of your clients inside your Xero account. The name of each client needs to be the as the one in your Harvest account.
TRY IT ->Creating invoice in Vyfakturuj.cz from time entries in Harvest - sorted by project
After a month finishes, all the time entries from the month are aggregated into a new invoice in Vyfakturuj.cz. The invoice items are sorted by project. Intended for type of Harvest account "Regular User". The scenario is designed to run every first day in a month.
TRY IT ->
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