Integrate Harvest with Salesforce
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Supported triggers and actions
Integrate Harvest and Salesforce 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
Opportunity updated
Triggers when an opportunity is updated
Module entry added
Trigger when a new entry is added to the selected module
Product updated
Triggers when an product is updated
Lead updated
Triggers when a lead is updated
Lead created
Triggers when a new lead is created
Note updated
Triggers when a note is updated
Case created
Triggers when a new case is created
Solution updated
Triggers when an solution is updated
Order updated
Triggers when an order is updated
Opportunity added
Triggers when a new opportunity is added
Contact created
Triggers when a new contact is created
Product added
Triggers when a new product is added
Account created
Triggers when a new account is created
Module entry updated
Triggers when a record is updated in the selected module
Note created
Triggers when a new note is created
Event updated
Triggers when an event is updated
Task updated
Triggers when a task is updated
Campaign added
Triggers when a new campaign is added
Campaign updated
Triggers when a new campaign is updated
Case updated
Triggers when a case is updated
Event created
Triggers when a new event is created
Task created
Triggers when a new task is created
Order created
Triggers when a new order is created
Account updated
Triggers when an account is updated
Solution added
Triggers when a new solution is added
Contact updated
Triggers when a contact is updated
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 account
Creates a new account
Create note
Creates a new note
Create campaign
Creates a new campaign
Create task
Creates a new task
Create order
Creates a new order
Create lead
Creates a new lead
Create contact
Creates a new contact
Create solution
Creates a new solution
Create custom module entry
Creates a new entry in the selected module
Create opportunity
Creates a new opportunity
Create case
Creates a new case
Create event
Creates a new event
Create product
Creates a new product
Update note
Updates the details of an existing note
Update task
Updates the details of an existing task
Update event
Updates the details of an existing event
Update case
Updates the details of an existing case
Update solution
Updates the details of an existing solution
Update opportunity
Updates the details of an existing opportunity
Update campaign
Updates the details of an existing campaign
Update product
Updates the details of an existing product
Update account
Updates the details of an existing account
Update lead
Updates the details of an existing lead
Update contact
Updates the details of an existing contact
Update order
Updates the details of an existing order
Update custom module entry
Updates the details of entry in the selected module
Fetch case
Fetches the details of an existing case by subject or ID
Fetch event
Fetches the details of an existing event by subject or ID
Fetch user
Fetches the details of an existing user by email, name or ID
Fetch contact
Fetches the details of an existing contact by name or email address or ID
Fetch order
Fetches the details of an existing order by number or ID
Fetch group
Fetches the details of an existing group by name or ID
Fetch lead
Fetches the details of an existing lead by name or ID
Fetch product
Fetches the details of an existing product by name or ID
Fetch campaign
Fetches the details of an existing campaign by name or ID
Fetch opportunity
Fetches the details of an existing opportunity by name or ID
Fetch solution
Fetches the details of an existing solution by name or ID
Fetch custom module entry
Fetches the details of an entry in the selected module by name or ID
Fetch module entry
Fetches the details of a module record entry based on the specified value
Fetch company
Fetches the details of an existing D&B company by name or ID
Fetch note
Fetches the details of an existing note by title or ID
Fetch asset
Fetches the details of an existing asset by name or ID
Fetch contract
Fetches the details of an existing contract by number or ID
Fetch account
Fetches the details of an existing account by name or 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.
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What is Salesforce?
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