Convert Builder + Harvest Integration

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Convert Builder + Harvest Integration
1.
  • Convert Builder
    Form response is created in Convert Builder

    Triggers the automation when a form is filled

    Instant
  • Convert Builder
    Order is created in Convert Builder

    Triggers the automation when a new order is created

    Instant
  • Convert Builder
    Order is updated in Convert Builder

    Triggers the automation when any order is updated

    Instant
  • Convert Builder
    Product is created in Convert Builder

    Triggers the automation when a new product is created

    Instant
  • Convert Builder
    Product is updated in Convert Builder

    Triggers the automation when a product is updated

    Instant
  • Convert Builder
    Booking is created in Convert Builder

    Triggers the automation when a new booking is created

    Instant
  • Convert Builder
    Contact is created or updated in Convert Builder

    Triggers the automation when a contact is created or updated

    Instant
  • Harvest
    Expense is added in Harvest

    Triggers the automation when a new expense is added

  • Harvest
    Invoice is paid in Harvest

    Triggers the automation when an invoice is marked as paid

  • Harvest
    Timesheet entry is created in Harvest

    Triggers the automation when there is a new timesheet entry

  • Harvest
    Task is added in Harvest

    Triggers the automation when a new task is added

  • Harvest
    Project is added in Harvest

    Triggers the automation when a new project is added

  • Harvest
    Person is assigned to project in Harvest

    Triggers the automation when a person is assigned to a project

  • Harvest
    Invoice (with line items) is added in Harvest

    Triggers the automation when a new invoice (with line items) is added

  • Harvest
    Invoice is added in Harvest

    Triggers the automation when a new invoice is added

  • Harvest
    Client is added in Harvest

    Triggers the automation when a new client is added

  • Harvest
    Contact is added in Harvest

    Triggers the automation when a new contact is added

  • Harvest
    Person is added in Harvest

    Triggers the automation when a new person is added

2.
  • Convert Builder
    Create contact in Convert Builder

    Adds a new contact to the database

  • Convert Builder
    Delete contact in Convert Builder

    Removes a contact from the address book

  • Convert Builder
    Update product in Convert Builder

    Updates product information

  • Convert Builder
    Search contact in Convert Builder

    Finds and retrieves contact information

  • Convert Builder
    Update contact in Convert Builder

    Updates contact information with new details

  • Convert Builder
    Create product in Convert Builder

    Generates and launch new products

  • Convert Builder
    Create member in Convert Builder

    Adds a new member to the system

  • Convert Builder
    Delete member in Convert Builder

    Removes a member from the system

  • Convert Builder
    Update member in Convert Builder

    Updates a member's information

  • Convert Builder
    Search product in Convert Builder

    Searches for a product

  • Convert Builder
    Create member group in Convert Builder

    Creates a new group of members

  • Convert Builder
    Update member group in Convert Builder

    Updates the particular member group

  • Convert Builder
    Delete member group in Convert Builder

    Deletes a member group

  • Harvest
    Find task by ID in Harvest

    Locates and retrieves a task by its unique identification number

  • Harvest
    Find project by ID in Harvest

    Retrieves a project by its unique identification number

  • Harvest
    Find client by ID in Harvest

    Locates a client based on their unique identification number

  • Harvest
    Create time entry with start and end time in Harvest

    Creates a new time entry with specified start and end times

  • Harvest
    Create project in Harvest

    Creates a new project

  • Harvest
    Create timesheet entry in Harvest

    Creates a new timesheet entry

  • Harvest
    Create task in Harvest

    Creates a new task

  • Harvest
    Create client in Harvest

    Generates a new client profile

  • Harvest
    Create and start timer in Harvest

    Creates and starts a timer for tracking time

  • Harvest
    Create contact in Harvest

    Adds a new contact to the database

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