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Customize your Harvest and Raiser's Edge NXT 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
Raiser's Edge NXT
- New addressNew address in Raiser's Edge NXT
- New appealNew appeal in Raiser's Edge NXT
- New campaignNew campaign in Raiser's Edge NXT
- New constituentNew constituent in Raiser's Edge NXT
- New emailNew email in Raiser's Edge NXT
- New fundNew fund in Raiser's Edge NXT
- New giftNew gift in Raiser's Edge NXT
- New online presenceNew online presence in Raiser's Edge NXT
- New or updated addressNew or updated address in Raiser's Edge NXT
- New or updated appealNew or updated appeal in Raiser's Edge NXT
- New or updated campaignNew or updated campaign in Raiser's Edge NXT
- New or updated constituentNew or Updated constituent in Raiser's Edge NXT
- New or updated fundNew or updated fund in Raiser's Edge NXT
- New or updated giftNew or updated gift in Raiser's Edge NXT
- New phoneNew phone in Raiser's Edge NXT
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
Raiser's Edge NXT
- Custom actionCustom action in Raiser's Edge NXT (Custom)
- Add custom field to constituentAdd new custom field to constituent in Raiser's Edge NXT
- Create addressCreate address in Raiser's Edge NXT
- Create communication preferencesCreate communication preferences in Raiser's Edge NXT
- Create constituentCreate constituent in Raiser's Edge NXT
- Create constituent codeCreate constituent code in Raiser's Edge NXT
- Create emailCreate email in Raiser's Edge NXT
- Create online presenceCreate online presence in Raiser's Edge NXT
- Create phoneCreate phone in Raiser's Edge NXT
- Delete addressDelete address in Raiser's Edge NXT
- Delete emailDelete email in Raiser's Edge NXT
- Delete online presenceDelete online presence in Raiser's Edge NXT
- Delete phoneDelete phone in Raiser's Edge NXT
- Get addresses BatchGet address(es) by constituent ID in Raiser's Edge NXT
- Get appeal detailsGet appeal details in Raiser's Edge NXT
- Get campaign detailsGet campaign details in Raiser's Edge NXT
- Get constituent detailsGet constituent details in Raiser's Edge NXT
- Get custom fields by appeal ID BatchGet custom fields by appeal ID in Raiser's Edge NXT
- Get custom fields by campaign ID BatchGet custom fields by campaign ID in Raiser's Edge NXT
- Get custom fields by constituent ID BatchGet custom field by constituent ID in Raiser's Edge NXT
- Get custom fields by fund ID BatchGet custom fields by fund ID in Raiser's Edge NXT
- Get custom fields by gift ID BatchGet custom fields by gift ID in Raiser's Edge NXT
- Get email addresses BatchGet email address(es) by constituent ID in Raiser's Edge NXT
- Get fund detailsGet fund details in Raiser's Edge NXT
- Get gift detailsGet gift details in Raiser's Edge NXT
- Get phones BatchGet phone(s) by constituent ID in Raiser's Edge NXT
- Search constituent BatchSearch constituent in Raiser's Edge NXT
- Search constituent code BatchSearch constituent code in Raiser's Edge NXT
- Search online presence BatchSearch online presence in Raiser's Edge NXT
- Update addressUpdate address in Raiser's Edge NXT
- Update communication preferencesUpdate communication preferences in Raiser's Edge NXT
- Update constituentUpdate constituent in Raiser's Edge NXT
- Update constituent codeUpdate constituent code in Raiser's Edge NXT
- Update custom field in constituentUpdate custom field in Raiser's Edge NXT
- Update emailUpdate email in Raiser's Edge NXT
- Update online presenceUpdate online presence in Raiser's Edge NXT
- Update phoneUpdate phone in Raiser's Edge NXT
Any other action you can think up
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