Integrate Harvest with Outreach
Send information between Harvest and Outreach automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Harvest and Outreach using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Project updated
Triggers when the details of an existing project is updated
Invoice updated
Triggers when the details of an existing invoice are updated
Estimate updated
Triggers when the details of an existing estimate are updated
Person added
Triggers when a new person is added
Expense updated
Triggers when the details of an existing expense are updated
Invoice created
Triggers when a new invoice is created
Contact updated
Triggers when the details of an existing contact are updated
Project created
Triggers when a new project is created
Expense created
Triggers when a new expense is created
Time entry created
Triggers when a new time entry is created for today
Contact created
Triggers when a new contact is created
Person assigned to project
Triggers when a person is assigned to a project
Time entry updated
Triggers when an existing time entry is updated
Client added
Triggers when a new client is added
Estimate created
Triggers when a new estimate is created
Person updated
Triggers when the details of an existing person is updated
Task updated
Triggers when an existing task is updated
Client updated
Triggers when the details of an existing client are updated
Task created
Triggers when a new task is created
Task updated
Triggers when any detail of an existing task is updated
Prospect updated
Triggers when any detail of an existing prospect is updated
Prospect created or deleted
Triggers when a prospect is created or deleted
Call created or deleted
Triggers when a call is created or deleted
Mailing event
Triggers when a mail is created, delivered, bounced, opened, replied, or deleted
Sequence created or deleted
Triggers when a sequence is created or deleted
Account created or deleted
Triggers when an account is created or deleted
Sequence state updated
Triggers when the state of an existing sequence is updated
Mail updated
Triggers when any detail of an existing mail is updated
Call updated
Triggers when any detail of an existing call is updated
Task created or deleted
Triggers when a task is created or deleted
Sequence state created or deleted
Triggers when a sequence state is created or deleted
Sequence updated
Triggers when any detail of an existing sequence is updated
Opportunity updated
Triggers when any detail of an existing opportunity is updated
Account updated
Triggers when any detail of an existing account is updated
Opportunity created or deleted
Triggers when an opportunity is created or deleted
All Actions - Actions are the automated tasks
Create invoice
Creates a new invoice
Update project
Updates the details of an existing project
Create project
Creates a new project
Create invoice item
Creates a new invoice item
Update client
Updates the details of an existing client
Create invoice payment
Creates a new invoice payment
Create client
Creates a new client
Add task to project
Adds a task to the selected project
Update estimate status
Updates the details of an existing estimate status
Start timer
Starts timer for today in the selected project
Create estimate item
Creates a new estimate item
Add person to project
Adds a person to the selected project
Update time entry
Updates an existing time entry
Update task
Updates the details of an existing task
Create expense
Creates a new expense
Update invoice
Updates the details of an existing invoice
Update estimate
Updates the details of an existing estimate
Update expense
Updates the details of an existing expense
Create estimate
Creates a new estimate
Create time entry
Creates a new time entry for today
Create person
Creates a new person
Create contact
Creates a new contact
Create task
Creates a new task
Update contact
Updates the details of an existing contact
Stop timer
Stops timer for today
Update person
Updates the details of an existing person
Update invoice item
Updates the details of an existing invoice item
Update estimate item
Updates the details of an existing estimate item
Fetch invoice
Fetches the details of an existing invoice by ID
Fetch person
Fetches the details of an existing person by ID
Fetch contact
Fetches the details of an existing contact by ID
Fetch client by name
Fetches the details of an existing client
Fetch estimate
Fetches the details of an existing estimate by ID
Fetch expense
Fetches the details of an existing expense by ID
Fetch time entry
Fetches the details of an existing time entry by ID
Fetch task
Fetches the details of an existing task by ID
Fetch client
Fetches the details of the specified client
Fetch project
Fetches the details of the specified project
Add recipient
Adds a new recipient
Log call
Logs a new call
Create task
Creates a new task
Create account
Creates a new account
Create opportunity
Creates a new opportunity
Add prospect to sequence
Adds a prospect to the specified sequence
Add prospect
Adds a new prospect
Update account
Updates the details of an existing account
Update prospect
Updates an existing prospect
Fetch persona - By name
Fetches the details of an existing persona by name
Fetch user - By ID
Fetches the details of an existing user by ID
Fetch mailing
Fetches the details of an existing mailing by ID
Fetch account - By ID
Fetches the details of an existing account by ID
Fetch prospect stage - By ID
Fetches the details of an existing prospect stage by its ID
Fetch prospect - By ID
Fetches the details of an existing prospect by ID
Fetch user - By email address
Fetches the details of an existing user by email address
Fetch sequence - By ID
Fetches the details of an existing sequence by ID
Fetch prospect - By name or email
Fetches the details of an existing prospect by first name, last name, or email
Fetch account - By name
Fetches the details of an existing account by name
Fetch prospect stage - By name
Fetches the details of an existing prospect stage by name
Fetch sequence
Fetches the details of a sequence by its name
Fetch opportunity stage - By ID
Fetches the details of an existing opportunity stage by its ID
Fetch task priority - By name
Fetches the details of an existing task priority by name
Fetch mailbox
Fetches an existing mailbox by its email address
Fetch call disposition - By ID
Fetches the details of an existing call disposition status by ID
Fetch opportunity stage - By name
Fetches the details of an existing opportunity stage by its name
Fetch call - By ID
Fetches the details of an existing call by ID
Fetch call purpose - By name
Fetches the details of an existing call purpose by name
Fetch opportunity - By name
Fetches the details of an existing opportunity by name
Fetch opportunity - By ID
Fetches the details of an existing opportunity by ID
Fetch task priority - By ID
Fetches the details of an existing task priority by ID
Fetch call disposition - By name
Fetches the details of an existing call disposition status by name
Fetch persona - By ID
Fetches the details of an existing persona by ID
Fetch call purpose - By ID
Fetches the details of an existing call purpose by ID
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.
What is Outreach?
Outreach is a sales engagement platform that lets you reach out to prospects through call, email, text, or social networks. It lets you build process workflows, manage tasks, and monitor performance metrics.
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