Integrate Harvest with Capsule CRM
Send information between Harvest and Capsule CRM automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Harvest and Capsule CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact created
Triggers when a new contact is created
Time entry created
Triggers when a new time entry is created for today
Client updated
Triggers when the details of an existing client are updated
Contact updated
Triggers when the details of an existing contact are updated
Task created
Triggers when a new task is created
Estimate updated
Triggers when the details of an existing estimate are updated
Invoice updated
Triggers when the details of an existing invoice are updated
Person added
Triggers when a new person is added
Task updated
Triggers when an existing task is updated
Expense updated
Triggers when the details of an existing expense are updated
Estimate created
Triggers when a new estimate is created
Person updated
Triggers when the details of an existing person is updated
Project updated
Triggers when the details of an existing project is updated
Time entry updated
Triggers when an existing time entry is updated
Client added
Triggers when a new client is added
Person assigned to project
Triggers when a person is assigned to a project
Expense created
Triggers when a new expense is created
Project created
Triggers when a new project is created
Invoice created
Triggers when a new invoice is created
New Task
Triggers when a new open task is created
New Person
Triggers when a new person is created on Capsule CRM
New Case
Triggers when a new case is created
New User
Triggers when a new user is added
New Organization
Triggers when a new organization is created
New Opportunity
Triggers when a new opportunity is created
All Actions - Actions are the automated tasks
Add person to project
Adds a person to the selected project
Update estimate
Updates the details of an existing estimate
Create client
Creates a new client
Create estimate item
Creates a new estimate item
Create invoice
Creates a new invoice
Update invoice
Updates the details of an existing invoice
Create project
Creates a new project
Add task to project
Adds a task to the selected project
Create expense
Creates a new expense
Update task
Updates the details of an existing task
Create invoice item
Creates a new invoice item
Create invoice payment
Creates a new invoice payment
Update expense
Updates the details of an existing expense
Create task
Creates a new task
Update contact
Updates the details of an existing contact
Update project
Updates the details of an existing project
Create estimate
Creates a new estimate
Create time entry
Creates a new time entry for today
Update client
Updates the details of an existing client
Create person
Creates a new person
Create contact
Creates a new contact
Start timer
Starts timer for today in the selected project
Update time entry
Updates an existing time entry
Stop timer
Stops timer for today
Update invoice item
Updates the details of an existing invoice item
Update estimate item
Updates the details of an existing estimate item
Update person
Updates the details of an existing person
Fetch contact
Fetches the details of an existing contact by ID
Fetch person
Fetches the details of an existing person by ID
Fetch task
Fetches the details of an existing task by ID
Fetch invoice
Fetches the details of an existing invoice by ID
Fetch client by name
Fetches the details of an existing client
Fetch expense
Fetches the details of an existing expense by ID
Fetch project
Fetches the details of the specified project
Fetch client
Fetches the details of the specified client
Fetch estimate
Fetches the details of an existing estimate by ID
Fetch time entry
Fetches the details of an existing time entry by ID
Create Case
Creates a new case
Create Person
Creates a new person on Capsule CRM
Create Opportunity
Creates a new opportunity
Create Task
Creates a new task
Find person
Finds the details of the specified person by ID
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.
What is Capsule CRM?
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