Integrate Harvest with PipelineDeals
Send information between Harvest and PipelineDeals automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Harvest and PipelineDeals using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Invoice updated
Triggers when the details of an existing invoice are updated
Time entry updated
Triggers when an existing time entry is updated
Client updated
Triggers when the details of an existing client are updated
Task created
Triggers when a new task is created
Invoice created
Triggers when a new invoice is created
Person assigned to project
Triggers when a person is assigned to a project
Client added
Triggers when a new client is added
Project created
Triggers when a new project is created
Estimate created
Triggers when a new estimate is created
Project updated
Triggers when the details of an existing project is updated
Estimate updated
Triggers when the details of an existing estimate are updated
Person added
Triggers when a new person is added
Expense created
Triggers when a new expense is created
Expense updated
Triggers when the details of an existing expense are updated
Contact updated
Triggers when the details of an existing contact are updated
Time entry created
Triggers when a new time entry is created for today
Contact created
Triggers when a new contact is created
Person updated
Triggers when the details of an existing person is updated
Task updated
Triggers when an existing task is updated
New deal
Triggers when a new deal is created
Updated deal stage
Triggers when a deal is moved from one stage to another
Updated deal status
Triggers when the status of an existing deal is updated
New person, lead, or contact
Triggers when a new person, lead, or contact is created
All Actions - Actions are the automated tasks
Update client
Updates the details of an existing client
Create task
Creates a new task
Update contact
Updates the details of an existing contact
Create invoice payment
Creates a new invoice payment
Update expense
Updates the details of an existing expense
Create estimate
Creates a new estimate
Create time entry
Creates a new time entry for today
Create expense
Creates a new expense
Update invoice
Updates the details of an existing invoice
Create project
Creates a new project
Create invoice item
Creates a new invoice item
Create invoice
Creates a new invoice
Update project
Updates the details of an existing project
Create client
Creates a new client
Add task to project
Adds a task to the selected project
Add person to project
Adds a person to the selected project
Create person
Creates a new person
Update estimate
Updates the details of an existing estimate
Create estimate item
Creates a new estimate item
Update time entry
Updates an existing time entry
Update task
Updates the details of an existing task
Create contact
Creates a new contact
Start timer
Starts timer for today in the selected project
Update invoice item
Updates the details of an existing invoice item
Stop timer
Stops timer for today
Update person
Updates the details of an existing person
Update estimate item
Updates the details of an existing estimate item
Fetch expense
Fetches the details of an existing expense by ID
Fetch time entry
Fetches the details of an existing time entry by ID
Fetch person
Fetches the details of an existing person by ID
Fetch estimate
Fetches the details of an existing estimate by ID
Fetch invoice
Fetches the details of an existing invoice by ID
Fetch client
Fetches the details of the specified client
Fetch project
Fetches the details of the specified project
Fetch contact
Fetches the details of an existing contact by ID
Fetch client by name
Fetches the details of an existing client
Fetch task
Fetches the details of an existing task by ID
Create activity
Creates a new activity associated with an existing person, company, or deal
Create deal
Creates a new deal
Add person
Adds a new person
Create task
Creates a new calendar task
What is Harvest?
Harvest is an online time tracking application that lets you track expenses, manage projects, and automatically create invoices from expenses and billable time.
Similar apps
What is PipelineDeals?
PipelineDeals is sales CRM software. You can track deals, assign permissions for team members, and forecast sales with detailed reports.
Similar apps
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >We started using both from the beginning, but since swapping [to Zoho], we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
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Sales Director, Artico
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
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CEO, Fabricroot
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
