Integrate Copper with Harvest
Send information between Copper and Harvest automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a task in Harvest every time a task is added in Copper
Ensure seamless synchronisation of all task-related data across multiple platforms. This flow will create a task in Harvest upon the addition of a task in Copper.
How it works
- The flow triggers when a new task is added in Copper.
- Zoho Flow creates a new task in Harvest.
Set up a task in Harvest every time a task is added in Copper
Copper + Harvest
Build your own integrations between Copper and Harvest
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Supported triggers and actions
Integrate Copper and Harvest using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Lead updated
Triggers when any detail of an existing lead is updated
Task added
Triggers when a new task is added
Person added
Triggers when a new person is added
Opportunity created
Triggers when a new opportunity is created
Lead created
Triggers when a new lead is created
Activity created
Triggers when a new activity is created
Person updated
Triggers when any detail of an existing person is updated
Time entry updated
Triggers when an existing time entry is updated
Contact created
Triggers when a new contact is created
Person assigned to project
Triggers when a person is assigned to a project
Expense created
Triggers when a new expense is created
Time entry created
Triggers when a new time entry is created for today
Contact updated
Triggers when the details of an existing contact are updated
Project created
Triggers when a new project is created
Task updated
Triggers when an existing task is updated
Person updated
Triggers when the details of an existing person is updated
Estimate created
Triggers when a new estimate is created
Client added
Triggers when a new client is added
Invoice updated
Triggers when the details of an existing invoice are updated
Project updated
Triggers when the details of an existing project is updated
Task created
Triggers when a new task is created
Client updated
Triggers when the details of an existing client are updated
Invoice created
Triggers when a new invoice is created
Expense updated
Triggers when the details of an existing expense are updated
Person added
Triggers when a new person is added
Estimate updated
Triggers when the details of an existing estimate are updated
All Actions - Actions are the automated tasks
Create task
Creates a new task
Create activity
Creates a new activity for a person, company, opportunity, or lead
Add person
Adds a new person
Create company
Creates a new company
Create or update lead
Creates or updates the details of a lead
Create project
Creates a new project
Create opportunity
Creates a new opportunity
Update project
Updates the details of an existing project
Update person
Updates the details of an existing person
Update opportunity
Updates the details of an existing opportunity
Update company
Updates the details of an existing company
Fetch person
Fetches the details of a person by email
Fetch project
Fetches the details of an existing project by name
Fetch opportunity
Fetches the details of an existing opportunity by name
Fetch company
Fetches the details of an existing company by name
Update expense
Updates the details of an existing expense
Update estimate
Updates the details of an existing estimate
Add task to project
Adds a task to the selected project
Create client
Creates a new client
Create contact
Creates a new contact
Create person
Creates a new person
Create time entry
Creates a new time entry for today
Create estimate
Creates a new estimate
Update project
Updates the details of an existing project
Create invoice
Creates a new invoice
Start timer
Starts timer for today in the selected project
Update estimate status
Updates the details of an existing estimate status
Create invoice payment
Creates a new invoice payment
Update client
Updates the details of an existing client
Create invoice item
Creates a new invoice item
Create project
Creates a new project
Add person to project
Adds a person to the selected project
Create estimate item
Creates a new estimate item
Update contact
Updates the details of an existing contact
Create task
Creates a new task
Update invoice
Updates the details of an existing invoice
Create expense
Creates a new expense
Update task
Updates the details of an existing task
Update time entry
Updates an existing time entry
Update estimate item
Updates the details of an existing estimate item
Update invoice item
Updates the details of an existing invoice item
Update person
Updates the details of an existing person
Stop timer
Stops timer for today
Fetch person
Fetches the details of an existing person by ID
Fetch invoice
Fetches the details of an existing invoice by ID
Fetch project
Fetches the details of the specified project
Fetch client
Fetches the details of the specified client
Fetch client by name
Fetches the details of an existing client
Fetch contact
Fetches the details of an existing contact by ID
Fetch task
Fetches the details of an existing task by ID
Fetch time entry
Fetches the details of an existing time entry by ID
Fetch expense
Fetches the details of an existing expense by ID
Fetch estimate
Fetches the details of an existing estimate by ID
What is Copper?
Copper is CRM software for Google applications. It lets you work with contextual data, manage deals from Gmail, and view data from multiple sources before making a decision.
Similar apps
What is Harvest?
Harvest is an online time tracking application that lets you track expenses, manage projects, and automatically create invoices from expenses and billable time.
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