Integrate PipelineDeals with Harvest
Send information between PipelineDeals and Harvest automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate PipelineDeals and Harvest using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New person, lead, or contact
Triggers when a new person, lead, or contact is created
New deal
Triggers when a new deal is created
Updated deal status
Triggers when the status of an existing deal is updated
Updated deal stage
Triggers when a deal is moved from one stage to another
Estimate updated
Triggers when the details of an existing estimate are updated
Contact updated
Triggers when the details of an existing contact are updated
Task updated
Triggers when an existing task is updated
Project updated
Triggers when the details of an existing project is updated
Person added
Triggers when a new person is added
Person updated
Triggers when the details of an existing person is updated
Task created
Triggers when a new task is created
Invoice updated
Triggers when the details of an existing invoice are updated
Contact created
Triggers when a new contact is created
Client updated
Triggers when the details of an existing client are updated
Project created
Triggers when a new project is created
Time entry created
Triggers when a new time entry is created for today
Client added
Triggers when a new client is added
Estimate created
Triggers when a new estimate is created
Expense updated
Triggers when the details of an existing expense are updated
Invoice created
Triggers when a new invoice is created
Expense created
Triggers when a new expense is created
Person assigned to project
Triggers when a person is assigned to a project
Time entry updated
Triggers when an existing time entry is updated
All Actions - Actions are the automated tasks
Add person
Adds a new person
Create deal
Creates a new deal
Create activity
Creates a new activity associated with an existing person, company, or deal
Create task
Creates a new calendar task
Start timer
Starts timer for today in the selected project
Update time entry
Updates an existing time entry
Update invoice
Updates the details of an existing invoice
Update estimate status
Updates the details of an existing estimate status
Create invoice item
Creates a new invoice item
Create expense
Creates a new expense
Update project
Updates the details of an existing project
Create project
Creates a new project
Update task
Updates the details of an existing task
Update contact
Updates the details of an existing contact
Update estimate
Updates the details of an existing estimate
Create contact
Creates a new contact
Create task
Creates a new task
Add person to project
Adds a person to the selected project
Create person
Creates a new person
Create estimate item
Creates a new estimate item
Add task to project
Adds a task to the selected project
Create invoice
Creates a new invoice
Create invoice payment
Creates a new invoice payment
Create client
Creates a new client
Create time entry
Creates a new time entry for today
Update client
Updates the details of an existing client
Update expense
Updates the details of an existing expense
Create estimate
Creates a new estimate
Update estimate item
Updates the details of an existing estimate item
Stop timer
Stops timer for today
Update invoice item
Updates the details of an existing invoice item
Update person
Updates the details of an existing person
Fetch person
Fetches the details of an existing person by ID
Fetch estimate
Fetches the details of an existing estimate by ID
Fetch project
Fetches the details of the specified project
Fetch invoice
Fetches the details of an existing invoice by ID
Fetch client
Fetches the details of the specified client
Fetch client by name
Fetches the details of an existing client
Fetch task
Fetches the details of an existing task by ID
Fetch contact
Fetches the details of an existing contact by ID
Fetch expense
Fetches the details of an existing expense by ID
Fetch time entry
Fetches the details of an existing time entry 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.
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Learn more >Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
We chose Zoho Flow for its ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
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CEO, iDAYit
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
