Do everything in one place
Customize your Harvest and Workato Embedded 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
Workato Embedded
- Custom actionCustom action in (Custom)
- Add member to customer accountAdd Member to customer account in Workato Embedded
- Copy custom roleCopy Custom role in Workato Embedded customer account
- Create API access profileCreate API access profile in Workato Embedded customer account
- Create API clientCreate API client in Workato Embedded customer account
- Create API collectionCreate API collection in Workato Embedded customer account
- Create connectionCreate Connection in Workato Embedded customer account
- Create customer accountCreate Customer account in Workato Embedded
- Create folderCreate Folder in Workato Embedded customer account
- Create recipeCreate Recipe in Workato Embedded customer account
- Add rowAdd Row in a lookup table in Workato Embedded customer account
- Custom action (Deprecated)Custom action in Workato Embedded
- Delete customer accountDelete Customer account in Workato Embedded
- Delete recipeDelete Recipe in Workato Embedded customer account
- Delete rowDelete Row from a lookup table in Workato Embedded customer account
- Disable API access profileDisable API access profile in Workato Embedded customer account
- Disable API endpointDisable API endpoint in Workato Embedded customer account
- Downgrade customer account (Deprecated)Downgrade Customer account in Workato Embedded
- Download packageDownload Package in Workato Embedded
- Enable API access profileEnable API access profile in Workato Embedded customer account
- Enable API endpointEnable API endpoint in Workato Embedded customer account
- Export package by IDExport Package by ID from Workato Embedded
- List API access profilesList API access profiles in Workato Embedded customer account
- List API clientsList API clients in Workato Embedded customer account
- Get customer account by IDGet Customer account in Workato Embedded
- Get customer account member by IDGet Customer account member by ID in Workato Embedded
- Get package statusGet Package status in Workato Embedded customer account
- Get package details by IDGet Package details by ID in Workato Embedded
- Get picklist valuesGet Picklist values in Workato Embedded customer account
- Get recipe by IDGet Recipe by ID in Workato Embedded customer account
- Get row by IDGet Row by ID from a lookup table in Workato Embedded customer account
- List monthly usageList Monthly usage in Workato Embedded
- Import packageImport Package to Workato Embedded customer account
- List account propertiesList Account properties in Workato Embedded customer account
- List API collectionsList API collections in Workato Embedded customer account
- Search API endpointsSearch API endpoints in Workato Embedded customer account
- List connectionsList Connections in Workato Embedded customer account
- List connector metadataList Connector metadata in Workato Embedded
- List customer account membersList Customer account members in Workato Embedded
- List customer accountsList Customer accounts in Workato Embedded
- List foldersList Folders in Workato Embedded customer account
- List lookup tablesList Lookup tables in Workato Embedded customer account
- List recipesList Recipes in Workato Embedded customer account
- List custom rolesList Custom roles in Workato Embedded customer account
- Lookup rowLookup Row from a lookup table in Workato Embedded customer account
- Refresh API access profile token/secretRefresh API access profile token/secret in Workato Embedded customer account
- Remove member from customer accountRemove Member from customer account in Workato Embedded
- Search public recipesSearch Public recipes in Workato Embedded
- Search rowsSearch Rows from a lookup table in Workato Embedded customer account
- Start recipeStart Recipe in Workato Embedded customer account
- Stop recipeStop Recipe in Workato Embedded customer account
- Update API access profileUpdate API access profile in Workato Embedded customer account
- Update connectionUpdate Connection in Workato Embedded customer account
- Update customer accountUpdate Customer account in Workato Embedded
- Update customer account memberUpdate Member in a customer account in Workato Embedded
- Update recipeUpdate Recipe in Workato Embedded customer account
- Update rowUpdate Row in a lookup table in Workato Embedded customer account
- Upgrade customer account (Deprecated)Upgrade Customer account in Workato Embedded
- Upsert account propertyUpsert Account property in Workato Embedded customer account
Any other action you can think up
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