Harvest + Instantly Integration

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Harvest + Instantly Integration
1.
  • 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

  • Instantly
    Email is sent in Instantly

    Triggers the automation when an email is sent

    Instant
  • Instantly
    Reply is received in Instantly

    Triggers the automation when a reply is received

    Instant
  • Instantly
    Email is bounced in Instantly

    Triggers the automation when an email bounces

    Instant
  • Instantly
    Campaign is completed in Instantly

    Triggers the automation when a campaign is completed

    Instant
2.
  • Harvest
    Find client by ID in Harvest

    Locates a client based on their unique identification number

  • Harvest
    Find project by ID in Harvest

    Retrieves a project by its unique identification number

  • Harvest
    Find task by ID in Harvest

    Locates and retrieves a task by its 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

  • Instantly
    Delete tag in Instantly

    Automatically deletes a tag

  • Instantly
    Create tag in Instantly

    Automatically creates a new tag

  • Instantly
    Add tag to account in Instantly

    Automatically adds a tag to an account

  • Instantly
    Add tag to campaign in Instantly

    Automatically adds a tag to a campaign

  • Instantly
    Add lead to campaign in Instantly

    Automatically adds a lead to a campaign

  • Instantly
    Remove lead from campaign in Instantly

    Automatically removes a lead from a campaign

  • Instantly
    Remove tag from contact in Instantly
  • Instantly
    Remove tag from campaign in Instantly
  • Instantly
    Update lead status in Instantly
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