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Customize your Harvest and Marketo 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
Marketo
- Export new leads in MarketoExport new leads in Marketo
- Export new/updated leads in MarketoExport new/updated leads in Marketo
- Monitor leads added to list BatchMonitor leads added to list in Marketo
- New lead activity BatchNew lead activity in Marketo
- New lead in listNew lead in list in Marketo
- New Marketo Self Service Flow Step Real-timeNew Marketo Self Service Flow Step in Marketo
- New/updated lead BatchNew/updated lead in Marketo
- New/updated leadNew/updated lead in Marketo
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
Marketo
- Custom actionCustom action in Marketo (Custom)
- Activate smart campaignActivate smart campaign in Marketo
- Add custom activity BatchAdd custom activity in Marketo
- Add leads to lead list BatchAdd leads to lead list in Marketo
- Bulk export objects to fileExport objects in bulk in Marketo
- Bulk import objects from fileBulk import objects to Marketo from file
- Change lead program status BatchChange lead program status in Marketo
- Clone objectClone object in Marketo
- Create objectCreate object in Marketo
- Get objectsGet objects in Marketo
- Remove leads from lead listRemove leads from lead list in Marketo
- Return data to Marketo Self Service Flow StepReturn data to Marketo Self Service Flow Step in Marketo
- Schedule campaign or smart campaignSchedule campaign or smart campaign in Marketo
- Search objects BatchSearch object in Marketo
- Submit formSubmit form in Marketo
- Trigger campaign or smart campaign for specific leadsTrigger campaign or smart campaign in Marketo
- Update objectUpdate object in Marketo
- Upsert custom objects BatchUpsert custom objects in Marketo
- Create/update/upsert leads BatchCreate/update/upsert leads in Marketo
- Upsert objectUpsert object in Marketo
- Upsert tokensUpsert tokens in Marketo
Any other action you can think up
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