Do everything in one place
Customize your Barista and Harvest integration with the following
triggers and actions.
Triggers
When this happens…
Harvest
- New clientNew client in Harvest
- New projectNew project in Harvest
- New taskNew task in Harvest
- New time entryNew time entry in Harvest
- New/updated clientNew or updated client in Harvest
- New/updated projectNew or updated project in Harvest
- New/updated taskNew or updated task in Harvest
- New/updated time entryNew or updated time_entry in Harvest
- New/updated userNew or updated user in Harvest
- New userNew user in Harvest
Any other trigger you can think up
Actions
Do this…
Barista
- Onboard EmployeeCreate Employee in 'Barista
- Post KBCreate KB in 'Barista
- Delete EmployeeDelete Employee in Barista
- Generate Integration TokenGenerate Integration Token in ' 'Barista
- Get All EmployeesGET All Employees from Barista
- Get All KBsGET All KBs from Barista
- Get Conversation from ChannelGET Conversation from Channel
- Get Employee by EmailSearch Employee in Barista
- Get Employee by IDSearch Employee in Barista
- Get Report9 by ESP FiltersGET Report9 Data in ' 'Barista
- Get TaskGet Task from ' 'Barista
- Get Task by Channel IDGet Task from ' 'Barista
- Parse CSV DataParse CSV Data in Barista
- Parse CSV Status CheckParse CSV Status Check in Barista
- Patch KBPatch KB in 'Barista
- Post Data To ChannelPost Data to Barista channel
- Post Sync IDsPost Sync IDs in Barista
- Search EmployeesSearch Employees in Barista
- Terminate EmployeeTerminate Employee in Barista
- Update Channel Live Agent Session ModePerforms a PATCH to a Channel Object to set sys_custom_fields.start_live_agent_suppor=True/False
- Update EmployeeUpdate Employee in ' 'Barista
- Update Reference Number on TaskUpdate Reference Number in ' 'Barista Task
- Update Report9 DataUpdate Report9 Data in ' 'Barista
- Update TaskUpdate Task in ' 'Barista
- Update Task OwnerChange Owner on Tasks
- Update Task StatusChange Status on Tasks
- Update Task Live Agent Session ModePerforms a PATCH to a Task Object to set sys_custom_fields.start_live_agent_suppor=True/False
- Upload CSV file to baristaUpload CSV File to Barista
Any other action you can think up
Harvest
- Create clientCreate client in Harvest
- Create projectCreate project in Harvest
- Create taskCreate task in Harvest
- Create time entry via durationCreate time entry via duration in Harvest
- Create time entry via start and end timeCreate time entry via start and end time in Harvest
- Create userCreate user in Harvest
- Custom actionCustom action in Harvest
- Get client by IDGet client by ID in Harvest
- Get project by IDGet project by ID in Harvest
- Get task by IDGet task by ID in Harvest
- Get time entry by IDGet time_entry by ID in Harvest
- Get user by IDGet user by ID in Harvest
- Search clientsSearch clients in Harvest
- Search projectsSearch projects in Harvest
- Search tasksSearch tasks in Harvest
- Search time entriesSearch time entries in Harvest
- Search usersSearch users in Harvest
- Update clientUpdate client in Harvest
- Update projectUpdate project in Harvest
- Update taskUpdate task in Harvest
- Update time entryUpdate time entry in Harvest
- Update userUpdate user in Harvest
Any other action you can think up
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