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Customize your Harvest and Zoho CRM 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

  • Show all 10
Zoho CRM
  • New account
    New account in Zoho CRM
  • New call
    New call in Zoho CRM
  • New case
    New case in Zoho CRM
  • New contact
    New contact in Zoho CRM
  • New invoice
    New invoice in Zoho CRM
  • New deal
    New deal in Zoho CRM
  • New vendor
    New vendor in Zoho CRM
  • New or updated account
    New or updated account in Zoho CRM
  • New or updated call
    New or updated call in Zoho CRM
  • New or updated case
    New or updated case in Zoho CRM
  • New or updated contact
    New or updated contact in Zoho CRM
  • New or updated lead
    New or updated lead in Zoho CRM
  • New or updated deal
    New or updated deal in Zoho CRM
  • Any other trigger you can think up

  • Show all 13

Actions

Do this…

Harvest
  • 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
  • Custom action
    Custom action 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

  • Show all 22
Zoho CRM
  • Custom action
    Custom action in Zoho CRM (Custom)
  • Relate a member to campaign
    Relate a member to campaign in Zoho CRM
  • Create account
    Create account in Zoho CRM
  • Create campaign
    Create campaign in Zoho CRM
  • Create contact
    Create contact in Zoho CRM
  • Create invoice
    Create invoice in Zoho CRM
  • Create lead
    Create lead in Zoho CRM
  • Create deal
    Create deal in Zoho CRM
  • Create vendor
    Create vendor in Zoho CRM
  • Get lead by ID
    Get lead by ID in Zoho CRM
  • Search accounts
    Search accounts in Zoho CRM
  • Search campaigns
    Search campaigns in Zoho CRM
  • Search contacts
    Search contacts in Zoho CRM
  • Search invoice
    Search invoice in Zoho CRM
  • Search leads
    Search leads in Zoho CRM
  • Search deals
    Search deals in Zoho CRM
  • Search products
    Search products in Zoho CRM
  • Search vendors
    Search vendors in Zoho CRM
  • Update account
    Update account in Zoho CRM
  • Update campaign
    Update campaign in Zoho CRM
  • Update contact
    Update contact in Zoho CRM
  • Update invoice
    Update invoice in Zoho CRM
  • Update lead
    Update lead in Zoho CRM
  • Update deal
    Update deal in Zoho CRM
  • Update vendor
    Update vendor in Zoho CRM
  • Any other action you can think up

  • Show all 25

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