Integrate Harvest with Insightly
Send information between Harvest and Insightly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a task in Harvest upon the addition of a task in Insightly
Efficiently manage deadlines by logging all tasks in your time tracking application. This flow will create a task in Harvest each time a new task is initiated in Insightly.
How it works
- The flow triggers when a new task is created in Insightly.
- Zoho Flow creates a new task in Harvest.
Create a task in Harvest upon the addition of a task in Insightly
Insightly + Harvest
Create an event in Insightly once a task is created in Harvest
Ensure tasks are prioritised and addressed timely by scheduling them as events. This flow will create an event in Insightly when a new task is set up in Harvest.
How it works
- The flow triggers when a new task is created in Harvest.
- Zoho Flow creates a new event in Insightly.
Create an event in Insightly once a task is created in Harvest
Harvest + Insightly
Initiate a new project in Insightly when a new project is established in Harvest
Enable efficient tracking and reporting of projects by creating a new project in your relationship management software. This flow will initiate a new project in Insightly when a new project is established in Harvest.
How it works
- The flow triggers when a new project is created in Harvest.
- Zoho Flow creates a new project in Insightly.
Initiate a new project in Insightly when a new project is established in Harvest
Harvest + Insightly
Generate a new contact in Harvest each time a new contact is created in Insightly
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow create a new contact is in Harvest each time a new contact is created in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow creates a new contact in Harvest.
Generate a new contact in Harvest each time a new contact is created in Insightly
Insightly + Harvest
Build your own integrations between Harvest and Insightly
Connect Harvest and Insightly with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Harvest and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Estimate updated
Triggers when the details of an existing estimate are updated
Task created
Triggers when a new task is created
Client updated
Triggers when the details of an existing client are updated
Invoice updated
Triggers when the details of an existing invoice are updated
Expense updated
Triggers when the details of an existing expense are updated
Person added
Triggers when a new person is added
Contact updated
Triggers when the details of an existing contact are updated
Invoice created
Triggers when a new invoice is created
Expense created
Triggers when a new expense is created
Project created
Triggers when a new project is created
Contact created
Triggers when a new contact is created
Time entry created
Triggers when a new time entry is created for today
Time entry updated
Triggers when an existing time entry is updated
Person assigned to project
Triggers when a person is assigned to a project
Estimate created
Triggers when a new estimate is created
Client added
Triggers when a new client is added
Project updated
Triggers when the details of an existing project is updated
Task updated
Triggers when an existing task is updated
Person updated
Triggers when the details of an existing person is updated
New Project
Triggers when a new project is created
New Organization
Triggers when a new organization is created
New Lead
Triggers when a new lead is created
New Task
Triggers when a new task is created
New Contact
Triggers when a new contact is created
New Opportunity
Triggers when a new opportunity is created
All Actions - Actions are the automated tasks
Update project
Updates the details of an existing project
Create invoice
Creates a new invoice
Create invoice item
Creates a new invoice item
Create project
Creates a new project
Create invoice payment
Creates a new invoice payment
Update client
Updates the details of an existing client
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 expense
Updates the details of an existing expense
Update estimate
Updates the details of an existing estimate
Create time entry
Creates a new time entry for today
Create estimate
Creates a new estimate
Create contact
Creates a new contact
Create person
Creates a new person
Add task to project
Adds a task to the selected project
Create client
Creates a new client
Start timer
Starts timer for today in the selected project
Update estimate status
Updates the details of an existing estimate status
Add person to project
Adds a person to the selected project
Create estimate item
Creates a new estimate item
Update task
Updates the details of an existing task
Update time entry
Updates an existing time entry
Update person
Updates the details of an existing person
Stop timer
Stops timer for today
Update estimate item
Updates the details of an existing estimate item
Update invoice item
Updates the details of an existing invoice item
Fetch client by name
Fetches the details of an existing client
Fetch contact
Fetches the details of an existing contact by ID
Fetch expense
Fetches the details of an existing expense by ID
Fetch estimate
Fetches the details of an existing estimate 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 project
Fetches the details of the specified project
Fetch client
Fetches the details of the specified client
Fetch person
Fetches the details of an existing person by ID
Fetch invoice
Fetches the details of an existing invoice by ID
Create Organization
Creates a new organization
Create Contact
Creates a new contact
Create Project
Creates a new project
Create Task
Creates a new task
Create Lead
Creates a new lead
Create Opportunity
Creates a new opportunity
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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What is Insightly?
Insightly is a CRM and project management software. You can access everything about a lead from a single page, automate customer communication, and monitor your milestones, tasks, and even resources.
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