Harvest and Rev Ops integrations and automations

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Customize your Harvest and Rev Ops integration with the following triggers and actions.

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

Rev Ops
  • Account Change Event Real-time
    Triggers when account created or updated in RevOps
  • Deal Change Event Real-time
    Triggers when deal created or updated in RevOps

    • 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

Rev Ops
  • Calculate Usage and Cost
    Calculate usage and cost in RevOps
  • Create Account
    Creates and verifies payable accounts in RevOps
  • Create Invoice
    Create an invoice in RevOps
  • Create or Update UsageEvent
    Create or update usage event in RevOps
  • Create Plan
    Create plan in RevOps
  • Delete Account
    Delete account in RevOps
  • Void Invoice
    Void an invoice in RevOps
  • Get Account Instance
    Get a account in RevOps
  • Get Deal Instance
    Get a deal in RevOps
  • Get Invoice Instance
    Get a invoice in RevOps
  • Get List of Accounts
    Get a list of accounts in RevOps
  • Get List of Deals
    Get a list of deals in RevOps
  • Get List of Invoices
    Get a list of invoices in RevOps
  • Get List of Plans
    Get a list of plans in RevOps
  • Get List of Usage Events
    Get a list of usage events in RevOps
  • Get Plan Instance
    Get a plan in RevOps
  • Get Usage Event Instance
    Get a usage event in RevOps
  • Send Invoice Notification
    Send an invoice notification in RevOps
  • Invoice Payment
    Charge an invoice in RevOps
  • Update Account
    Update account in RevOps
  • Update Invoice
    Create an invoice in RevOps
  • Update Plan
    Update plan in RevOps

    • Any other action you can think up

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