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Customize your Chart Mogul 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…
Chart Mogul
- Cancel customer subscriptionCancel a Subscription in ChartMogul
- Create customerCreate Customer in ChartMogul
- Create invoiceCreate Invoice with line items in ChartMogul
- Create planCreate Plan in ChartMogul
- Create transactionCreate Transaction in ChartMogul
- Get MRRGet MRR in ChartMogul
- Get customerGet Customer in ChartMogul
- Get customer churn countGet number of customer churns in ChartMogul
- Get customer countGet number of customers in ChartMogul
- Get invoices by customerGet Invoices by customer in ChartMogul
- Get subscription by customerGet Subscription by customer in ChartMogul
- Search planSearch Plan in ChartMogul
- Update customerUpdate Customer in ChartMogul
Any other action you can think up
Harvest
- Custom actionCustom action in Harvest (Custom)
- 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
- 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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