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Customize your Harvest and SailPoint 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
SailPoint
- Access Request Dynamic Approval Real-timeRoute an access request to an additional approval step by an identity or a governance group.
- Access Request Postapproval Real-timeAn access request has passed all approval steps and is ready to be provisioned.
- Access Request Preapproval Real-timeApprove or deny an access request before it is sent to the first approver.
- Account Aggregation Completed Real-timeAn account aggregation operation has completed.
- Identity Attributes Changed Real-timeOne or more attributes for an identity have changed
- Identity Deleted Real-timeAn identity has been deleted in Identity Now.
- New Identity Created Real-timeA new identity has been created in Identity Now.
- Saved Search Completed Real-timeA report generated from a saved search subscription is available to be processed
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
SailPoint
- Custom actionCustom action in SailPoint
- Get Account ActivityThis gets a single account activity.
- Get Certification CampaignThis gets a single certification campaign by ID.
- List Account ActivitiesThis gets a collection of account activities that satisfy the given parameters.
- List Certification CampaignsThis gets multiple certification campaigns that satisfy the given parameters.
- List Public IdentitiesReturns a list of publicly viewable identities in Identity Now.
- List Requestable ObjectsReturns a list of acccess items that that can be requested through the Submit Access Request action.
- Respond to TriggerThis will submit a response to a REQUEST_RESPONSE trigger.
- Submit Access RequestThis submits the access request into IdentityNow, where it will follow any IdentityNow approval processes.
- Upload Account Source FileThis uploads a CSV formatted account file generated from an identity source to Identity Now. IDN will automatically perform account aggregation when the file is received.
Any other action you can think up
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