How to integrate ProsperWorks and Harvest



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    Alex Bass

    Thanks for the link back Rachel! Really glad to see you organizing this into it's own standalone section in the knowledge base. Zaps are an integral piece to unlocking ProsperWorks' fullest potential.

    We have actually since added to this Zap to also have it create that customer in QuickBooks Online with all of the data. In addition, we made it so it creates a PW custom field within the Company entitled "Harvest Invoices URL" which contains a unique URL that links directly to that client's Harvest Invoices (paid/unpaid). This requires the use of custom Webhooks so it is not as straightforward.

    With this in place, we can click a link from the company page to immediately see that client's paid/unpaid invoices and make any modifications we need to. It's as close as we can currently get to a "native Harvest invoices" integration.

    We are trying to create ProsperWorks as that one central location to quickly access everything we need. This allows us to spend more time in ProsperWorks and less time in our other software.

    Will be sure to create more tutorials in the future!

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