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Beyond-Bot.ai + Harvest
Harvest is a time-tracking and invoicing tool designed for teams and freelancers, helping them log billable hours, manage projects, and streamline payments
What You Can Do with this Integration
Automate Data Entry
Automatically sync new contacts or deals from Beyond-Bot.ai to Harvest.
Enrich Customer Profiles
Use Beyond-Bot.ai to find and add new information to your records in Harvest.
Trigger Workflows
Start automated workflows in Harvest based on conversations with your virtual expert.
Available Actions
Here are the specific actions your virtual expert can perform within Harvest.
Create Client
Tool to create a new client. use after gathering client details to register a new client in harvest.
Create Client Contact
Tool to create a new client contact. use when you need to add a contact under an existing client. call after you've retrieved or confirmed the client id.
Create Estimate
Tool to create a new estimate. use after gathering client and line item details.
Create Estimate Item Category
Tool to create a new estimate item category in harvest. use after deciding to categorize line items within an estimate.
Create Estimate Message
Tool to create a new message for an estimate. use when you have an estimate id and want to send a message or run an event (send, accept, decline, re-open) on the estimate.
Create Expense
Tool to create a new expense entry. use when recording costs against projects. ensure either units or total cost is provided.
Create Invoice
Tool to create a new invoice. use when you have gathered all invoice details and need to bill a client in harvest.
Create Invoice Item Category
Tool to create a new invoice item category. use after you have decided on the category name to register it in harvest.
Create Invoice Message
Tool to create a new message for an invoice. use after confirming the invoice id when you need to notify a client with invoice details.
Create Invoice Payment
Tool to create a new payment on an invoice. use when recording a payment against an existing invoice.
Create Project
Tool to create a new project. use after confirming the client exists.
Create Task
Tool to create a new task. use after identifying task details to register it in harvest.
Create Time Entry
Tool to create a new time entry. use when logging hours for a project by specifying start/end times or duration.
Create User
Tool to create a new user. use after gathering user details to invite them to harvest.
Delete Client
Tool to delete a client. use when you need to remove a client that has no associated projects, invoices, or estimates. call after confirming the client id exists and has no dependent resources.
Delete Client Contact
Tool to delete a client contact. use when you need to remove a contact that is no longer relevant. call after confirming the contact id exists.
Delete Estimate
Tool to delete an estimate. use when you need to remove an estimate that is no longer needed. call after confirming the estimate id exists and has no dependent resources.
Delete Estimate Message
Tool to delete an estimate message. use when you need to remove a message from an estimate. call after confirming estimate id and message id are correct.
Delete Invoice
Tool to delete an invoice. use when you need to remove an invoice that has no associated payments. call after confirming the invoice id exists.
Delete Invoice Item Category
Tool to delete an invoice item category. use when you need to remove an obsolete or incorrect invoice item category. call after confirming the invoice item category id exists.
Delete Invoice Message
Tool to delete a message from an invoice. use when you need to remove a specific message that is no longer relevant. call after confirming the invoice id and message id.
Delete Invoice Payment
Tool to delete an invoice payment. use when you need to remove a payment from an invoice after confirming payment details.
Delete Project
Tool to delete a project. use when you need to remove a project and all its associated time entries and expenses; invoices remain intact. call after confirming the project id exists.
Delete Task
Tool to delete a task. use when you need to remove a task that has no associated time entries. call after confirming the task id exists and has no dependent time entries.
Delete Time Entry
Tool to delete a time entry. use when removing an existing time entry that is deletable (not closed or on archived projects/tasks). call after confirming the time entry id exists.
Delete User
Tool to delete a user. use when you need to remove a user that has no associated time entries or expenses. call after confirming the user id exists and has no dependent time entries or expenses.
Get Client
Tool to retrieve a specific client by id. use when you need details of a client before invoicing or reporting.
Get Client Contact
Tool to retrieve a specific client contact. use when you have client id and contact id to fetch and verify contact details.
Get Company Info
Tool to retrieve information about the authenticated user's company. use after authentication to fetch company settings for display or configuration.
Get Estimate
Tool to retrieve a specific estimate by id. use after confirming the estimate id. example: "get estimate with id 123456".
Get Invoice
Tool to retrieve a specific invoice by id. use when you need the full details of an invoice after selecting or creating it. example: 'get invoice with id 13150378.'
Get Project
Tool to retrieve a specific harvest project by id. use when you have a project id and need its details.
Get Task
Tool to retrieve a specific task by id. use when you have a task id and need its detailed information.
Get Time Entry
Tool to retrieve a single time entry by id. use when you have a specific time entry id and need its full details.
Get User
Tool to retrieve a specific user by id. use after obtaining a valid user id (for example via list users). example: "get details of user 3230547".
List Client Contacts
Tool to list client contacts. use when you need to retrieve contacts with optional filtering and pagination.
List Clients
Tool to list clients. use when you need to retrieve a paginated list of clients from harvest. ensure you have a valid access token in metadata before calling.
List Estimate Messages
Tool to list messages for an estimate. use after obtaining an estimate id to retrieve associated messages, supports pagination and filtering by update time.
List Expense Categories
Tool to list expense categories. use when you need to retrieve a paginated list of expense categories, optionally filtering by active status or last update timestamp.
List Invoice Item Categories
Tool to retrieve invoice item categories. use when you need to fetch a paginated list of invoice item categories in harvest.
List Invoice Messages
Tool to list messages associated with a given invoice. use when you need to retrieve invoice messages with optional filtering by update time and pagination.
List Invoice Payments
Tool to retrieve payments for a specific invoice. use when you need to list all payments applied to an invoice after confirming the invoice exists.
List Invoices
Tool to list invoices. use when you need to retrieve invoices filtered by client, project, date range, or state. example: 'list invoices for client 5735776 from 2023-01-01 to 2023-01-31.'
List Projects
Tool to list projects. use when you need to retrieve a paginated list of projects from harvest. ensure a valid access token is present in metadata before calling.
List Tasks
Tool to list tasks. use when you need to retrieve a paginated list of tasks from harvest. ensure you have a valid access token in metadata before calling.
List Time Entries
Tool to retrieve a list of time entries. use when you need to fetch tracked hours with filters or date ranges for reporting or invoicing. example: "list time entries for project 123 between 2023-01-01 and 2023-01-31".
List Users
Tool to list users. use when you need to retrieve a paginated list of users from harvest.
Update Client
Tool to update an existing client. use after retrieving client details to modify its properties. supports partial updates; omit fields to leave them unchanged.
Update Client Contact
Tool to update a client contact. use when you have a contact id and need to modify its details.
Update Company Info
Tool to update information about the company. use to modify company settings such as name, timezone, or formatting options. use after obtaining current settings to apply changes.
Update Estimate
Tool to update an existing estimate. use when you need to modify specific fields of an estimate; omit parameters to leave other fields unchanged.
Update Estimate Item Category
Tool to update an estimate item category. use after retrieving the category to change its name.
Update Expense
Tool to update an existing expense. use after retrieving an expense to modify project, category, date, cost, or delete a receipt; omit fields to leave unchanged.
Update Invoice
Tool to update an existing invoice. use after retrieving invoice details to modify its fields. supports partial updates; omit fields to leave unchanged.
Update Project
Tool to update an existing project. use when you need to modify one or more fields of a project by its id. invoke after confirming the project id and desired changes.
Update Task
Tool to update an existing task. use after retrieving task details to modify its attributes such as name, billing defaults, or status. supports partial updates; omit fields to leave them unchanged.
Update Time Entry
Tool to update an existing time entry. use after retrieving the entry to adjust hours, notes, project, or task details. supports partial updates; omit fields to leave unchanged.
Update User
Tool to update an existing user. use when you need to modify a user's profile or settings after confirming the user id.