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Customize your Harvest and Reltio 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…
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
Reltio
- Custom actionCustom action in Reltio (Custom)
- Add record to entityAdd record to entiy in Reltio
- Apply data change requestApply data change request in Reltio
- Create data change requestCreate data change request in Reltio
- Create recordCreate record in Reltio
- Create records in bulkCreate records in bulk in Reltio
- Decrypt Export UrlPerform decryption of encrypted Export Url in Reltio
- Delete entities as Not a MatchDelete entities as Not a Match in Reltio
- Delete potential matchThis API removes potential match between two entities which was created earlier
- Delete recordDelete record in Reltio
- Delete records in bulkDelete records in bulk in Reltio
- Export recordsExport records in Reltio
- Get entities by crosswalksGet entities by crosswalks in Reltio
- Get entities as Not a MatchGet entities as Not a Match for an entity in Reltio
- Get entity by crosswalkGet entity by crosswalk in Reltio
- Get Internal task status by IDGet Internal task status by ID in Reltio
- Get matches for entityGet matches for entity in Reltio
- Get potential matches for entityGet potential matches for entity in Reltio
- Get record details by IDGet record details by ID in Reltio
- Get task status by IDGet task status by ID in Reltio
- Match entitiesMatch entities in Reltio
- Merge entitiesMerge entities in Reltio
- Reject data change requestReject data change request in Reltio
- Search data change requestSearch data change request in Reltio
- Search recordsSearch records in Reltio
- Mark entities as Not a MatchMark entities as Not a Match in Reltio
- Set entities are potential matchesSet entities are potential matches in Reltio
- Unmerge entitiesUnmerge entities in Reltio
- Unmerge entities treeUnmerge entities tree in Reltio
- Update recordUpdate record in Reltio
Any other action you can think up
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