Harvest and SPOTIO 2.0 integrations and automations

Seamlessly connect Harvest and SPOTIO 2.0. Automate workflows, and boost efficiency with Workato.

Rating

4.9

Pre-built

150+

integrations

Total

100+

active users

avg

2 min

to connect

Custom Connections

Available

via HTTP connector

Market leaders run on Workato

  • monday.svg
  • box.svg
  • hp-2.svg
  • atlassian.svg
  • cisco.png

Build Powerful Workflows, fast

Triggers

When this happens…

Harvest
  • New client
    New client in Harvest
  • New project
    New project in Harvest
  • New task
    New task in Harvest
  • New time entry
    New time entry in Harvest
  • New/updated client
    New or updated client in Harvest
  • New/updated project
    New or updated project in Harvest
  • New/updated task
    New or updated task in Harvest
  • New/updated time entry
    New or updated time_entry in Harvest
  • New/updated user
    New or updated user in Harvest
  • New user
    New user in Harvest

    • Any other trigger you can think up

SPOTIO 2.0
  • Activity changed Batch Real-time
    Monitors for activities that are created or updated in Spotio
  • Activity deleted Real-time
    Monitors for activities that are deleted in Spotio
  • Record created/updated Batch Real-time
    Monitors for data objects (E.G. leads, contacts, opportunities) created or updated in Spotio
  • Record deleted Real-time
    Monitors for data objects deleted in Spotio

    • Any other trigger you can think up

Actions

Do this…

Harvest
  • Custom action
    Custom action in Harvest (Custom)
  • Create client
    Create client in Harvest
  • Create project
    Create project in Harvest
  • Create task
    Create task in Harvest
  • Create time entry via duration
    Create time entry via duration in Harvest
  • Create time entry via start and end time
    Create time entry via start and end time in Harvest
  • Create user
    Create user in Harvest
  • Get client by ID
    Get client by ID in Harvest
  • Get project by ID
    Get project by ID in Harvest
  • Get task by ID
    Get task by ID in Harvest
  • Get time entry by ID
    Get time entry by ID in Harvest
  • Get user by ID
    Get user by ID in Harvest
  • Search clients
    Search clients in Harvest
  • Search projects
    Search projects in Harvest
  • Search tasks
    Search tasks in Harvest
  • Search time entries
    Search time entries in Harvest
  • Search users
    Search users in Harvest
  • Update client
    Update client in Harvest
  • Update project
    Update project in Harvest
  • Update task
    Update task in Harvest
  • Update time entry
    Update time entry in Harvest
  • Update user
    Update user in Harvest

    • Any other action you can think up

SPOTIO 2.0
  • Create activity
    Create a new activity (visit, call, email, etc.) in Spotio
  • Create appointment
    Schedule a new appointment with a data object in Spotio
  • Create data object
    Create a new data object in Spotio with all relevant information
  • Delete data object
    Delete a data object permanently or move related records to another parent
  • Export data objects
    Generate a CSV export of your data objects that will be emailed to you
  • Get activity feed
    Get a paginated list of activities with comprehensive filtering options
  • Get appointment
    Get details for a specific appointment using its ID
  • Get data object by ID
    Get complete details for a specific data object using its unique ID
  • Get user by external id
    Get a user in your Spotio account using their external id
  • Get users
    Get a list of users in your Spotio account with basic filtering
  • Merge data objects
    Merge one or more source data objects into a target data object in Spotio
  • Search data objects
    Search and filter data objects in your Spotio account using various criteria
  • Search users
    Search for users in your Spotio account with comprehensive filtering options
  • Update activity
    Update details of an existing activity in Spotio
  • Update appointment
    Update the details of an existing appointment in Spotio
  • Update data object
    Update any fields on an existing data object using its ID

    • Any other action you can think up

One platform

  • Power
  • Agility
  • Speed
  • Innovation