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Customize your Harvest and Sage Intacct 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
Sage Intacct
- New/updated AP billNew or updated AP bill in Sage Intacct
- New/updated AP paymentNew or updated AP payment in Sage Intacct
- New AR paymentNew AR payment in Sage Intacct
- New contactNew contact in Sage Intacct
- New/updated contactNew or updated contact in Sage Intacct
- New expenseNew expense in Sage Intacct
- New/updated expenseNew or updated expense in Sage Intacct
- New/updated GL accountNew or updated GL account in Sage Intacct
- New invoiceNew invoice in Sage Intacct
- New itemNew item in Sage Intacct
- New/updated itemNew or updated item in Sage Intacct
- New projectNew project in Sage Intacct
- New project taskNew project task in Sage Intacct
- New/updated project taskNew or updated project task in Sage Intacct
- New/updated projectNew or updated project in Sage Intacct
- New/updated purchase orderNew or updated purchase order in Sage Intacct
- New/updated objectNew/updated object in Sage Intacct
- New/updated vendorNew or updated vendor in Sage Intacct
Any other trigger you can think up
Actions
Do this…
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
Sage Intacct
- Custom actionCustom action in Sage Intacct (Custom)
- Create expenseCreate expense in Sage Intacct
- Create contactCreate contact in Sage Intacct
- Create customerCreate customer in Sage Intacct
- Create GL accountCreate GL account in Sage Intacct
- Create journal entry with linesCreate journal entry with multiple line items in Sage Intacct
- Create single invoiceCreate single invoice in Sage Intacct
- Create itemCreate item in Sage Intacct
- Create objectCreate Object in Sage Intacct
- Create other receiptCreate other receipt in Sage Intacct
- Create paymentCreate payment in Sage Intacct
- Create projectCreate project in Sage Intacct
- Create/convert purchase transactionCreate/convert purchase transaction in Sage Intacct
- Create recurring order entry transactionCreate recurring order entry transaction in Sage Intacct
- Create recurring invoiceCreate recurring invoice in Sage Intacct
- Create statistical journal entry with linesCreate statistical journal entry with multiple line items in Sage Intacct
- Create/convert sales transactionCreate/convert sales transaction in Sage Intacct
- Create vendorCreate Vendor in Sage Intacct
- Delete sales orderDelete sales order in Sage Intacct
- Get custom relationship valuesGet custom relationship values for all relationship types in Sage Intacct
- Get expense by record numberGet expense by record number in Sage Intacct
- Get invoice itemsGet invoice items in Sage Intacct
- Get item by idGet item by id in Sage Intacct
- Get sales order by idGet sales order by id in Sage Intacct
- Link payment to invoicesLink payment to invoices in Sage Intacct
- Search expenses BatchSearch expenses in Sage Intacct
- Search AR terms BatchSearch AR terms in Sage Intacct
- Search contacts BatchSearch contacts in Sage Intacct
- Search customers BatchSearch customers in Sage Intacct
- Search dimensions BatchSearch dimensions by name in Sage Intacct
- Search GL account BatchSearch GL account in Sage Intacct
- Search journal entries BatchSearch journal entries in Sage Intacct
- Search invoices BatchSearch invoices in Sage Intacct
- Search items BatchSearch items in Sage Intacct
- Search objects BatchSearch Objects in Sage Intacct
- Search projects BatchSearch projects in Sage Intacct
- Search purchasing documents BatchSearch purchasing documents in Sage Intacct
- Search sales documents BatchSearch sales documents in Sage Intacct
- Update contactUpdate contact in Sage Intacct
- Update customerUpdate customer in Sage Intacct
- Update component of itemUpdate component of item in Sage Intacct
- Update objectUpdate Object in Sage Intacct
- Update projectUpdate project in Sage Intacct
- Update sales order and linesUpdate sales order in Sage Intacct
- Update vendorUpdate Vendor in Sage Intacct
Any other action you can think up
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