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Customize your Harvest and ZoomInfo 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
ZoomInfo
- Updated record Real-timeUpdated event in ZoomInfo
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
ZoomInfo
- Custom actionCustom action in ZoomInfo (Custom)
- Enrich companies BatchEnrich companies in ZoomInfo
- Enrich contacts BatchEnrich contacts in ZoomInfo
- Enrich company location BatchRetrieve all locations in ZoomInfo
- Enrich compliance data BatchRetrieve compliance data in ZoomInfo
- Enrich corporate hierarchy BatchRetrieve corporate hierarchy in ZoomInfo
- Enrich hashtags BatchRetrieve hashtags in ZoomInfo
- Enrich intent BatchRetrieve intent in ZoomInfo
- Enrich news BatchRetrieve news in ZoomInfo
- Enrich organizational chart BatchRetrieve organizational chart in ZoomInfo
- Enrich scoops BatchRetrieve scoops in ZoomInfo
- Enrich technology stack information BatchRetrieve techstack information in ZoomInfo
- Search companies BatchSearch companies in ZoomInfo
- Search contacts BatchSearch contacts in ZoomInfo
- Search intent BatchSearch intent in ZoomInfo
- Search news BatchSearch news in ZoomInfo
- Search scoops BatchSearch scoops in ZoomInfo
Any other action you can think up
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