Integrate Teamgate with Harvest

Send information between Teamgate and Harvest automatically, without writing any code, using Zoho Flow.

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Create an invoice in Harvest for the latest closed deals in Teamgate

Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will generate a new invoice in Harvest each time a deal is closed in Teamgate.

How it works
  1. The flow triggers when a deal is won in Teamgate.
  2. Zoho Flow creates a new invoice in Harvest.
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Create an invoice in Harvest for the latest closed deals in Teamgate

Teamgate + Harvest

Build your own integrations between Teamgate and Harvest

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Supported triggers and actions

Integrate Teamgate and Harvest using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Lead unqualified

Triggers when a lead is unqualified

Company created

Triggers when a new company is created

Person created

Triggers when a new person is created

Deal won

Triggers when a deal is won

Lead converted to person

Triggers when a lead is converted to person

Deal lost

Triggers when a deal is lost

Lead created

Triggers when a new lead is created

Deal created

Triggers when a new deal is created

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

All Actions - Actions are the automated tasks

Create deal

Creates a new deal

Create company

Creates a new company

Create lead

Creates a new lead

Create person

Creates a new person

Fetch product

Fetches the details of the specified product using company ID, name or SKU.

Fetch user

Fetches the details of the specified user using ID, name or email address.

Fetch lead

Fetches a lead using ID or name

Fetch people

Fetches the details of the specified people using ID, name, email address or phone number.

Fetch comapny

Fetches a company using company name, code or email address.

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

What is Teamgate?

Teamgate is a web-based sales CRM solution designed to strengthen and simplify the entire sales process - from lead prospecting to sales closure.

CRM

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.

Build comprehensive workflows using

Webhook triggers

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Logic

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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