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Integrate Zoho CRM with Harvest
Send information between Zoho CRM and Harvest automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Generate an invoice in Harvest for newly closed deals in Zoho CRM
Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will generate an invoice in Harvest whenever a deal is closed in Zoho CRM.
How it works
- The flow triggers when an existing deal is updated in Zoho CRM.
- Zoho Flow creates a new invoice in Harvest.
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Generate an invoice in Harvest for newly closed deals in Zoho CRM
Zoho CRM + Harvest
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Create a new contact in Harvest whenever a new contact is created in Zoho CRM
Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will add a new contact in Harvest whenever a new contact is added in Zoho CRM.
How it works
- The flow triggers when a new contact is created in Zoho CRM.
- Zoho Flow creates a new contact in Harvest.
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Create a new contact in Harvest whenever a new contact is created in Zoho CRM
Zoho CRM + Harvest
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Build your own integrations between Zoho CRM and Harvest
Connect Zoho CRM and Harvest 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 Zoho CRM and Harvest using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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New user
Triggers when a new user is created
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User created or updated
Triggers when the details of an existing user are created or updated
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New module
Triggers when a new module is created
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New note
Triggers when a new note is added
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Entry created or updated
Triggers when a record entry is created or updated
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Updated module entry
Triggers when an entry is updated in the selected module
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New contact
Triggers when a new contact is created
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New lead
Triggers when a new lead is created
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New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
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Updated deal
Triggers when an existing deal is updated
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Estimate updated
Triggers when the details of an existing estimate are updated
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Task created
Triggers when a new task is created
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Client updated
Triggers when the details of an existing client are updated
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Invoice updated
Triggers when the details of an existing invoice are updated
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Expense updated
Triggers when the details of an existing expense are updated
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Person added
Triggers when a new person is added
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Contact updated
Triggers when the details of an existing contact are updated
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Invoice created
Triggers when a new invoice is created
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Expense created
Triggers when a new expense is created
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Project created
Triggers when a new project is created
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Contact created
Triggers when a new contact is created
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Time entry created
Triggers when a new time entry is created for today
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Time entry updated
Triggers when an existing time entry is updated
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Person assigned to project
Triggers when a person is assigned to a project
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Estimate created
Triggers when a new estimate is created
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Client added
Triggers when a new client is added
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Project updated
Triggers when the details of an existing project is updated
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Task updated
Triggers when an existing task is updated
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Person updated
Triggers when the details of an existing person is updated
All Actions - Actions are the automated tasks
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Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
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Send email template
Sends an email to the specified users
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Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
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Update related module entry
Relates an entry in this module with an entry in another module
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Update module entry
Updates the specified module entry
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Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
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Send mail merge
Sends a mail merge with details of the selected record
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Draft email template
Drafts an email based on the selected template
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Add user
Adds a new user
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Add tags
Adds tags to the specified record
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Convert lead to contact
Converts a lead to a contact
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Add note
Adds a note to the selected module
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Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
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Remove tags
Removes tags from the specified record
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Raise signal
Raises a signal to Zoho CRM
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Update user
Updates the details of an existing user based on user ID
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Fetch email template
Fetches an email template by name
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Fetch contact
Fetches a contact by email address, unique ID, or name
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Clone module entry
Clones an existing module entry
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Fetch inventory template
Fetches an inventory template using ID
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Fetch user
Fetches the details of an existing user by name or email address
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Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
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Fetch event
Fetches an event by its title or unique ID
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Fetch lead
Fetches a lead by email address or unique ID
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Fetch account
Fetches an account by its name or unique ID
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Delete module entry
Deletes the specified entry
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Cancel call
Cancels a event
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Fetch module entry
Fetches a module entry by the specified values
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Fetch product
Fetches a product by its name or unique ID
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Update project
Updates the details of an existing project
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Create invoice
Creates a new invoice
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Create invoice item
Creates a new invoice item
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Create project
Creates a new project
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Create invoice payment
Creates a new invoice payment
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Update client
Updates the details of an existing client
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Update contact
Updates the details of an existing contact
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Create task
Creates a new task
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Update invoice
Updates the details of an existing invoice
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Create expense
Creates a new expense
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Update expense
Updates the details of an existing expense
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Update estimate
Updates the details of an existing estimate
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Create time entry
Creates a new time entry for today
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Create estimate
Creates a new estimate
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Create contact
Creates a new contact
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Create person
Creates a new person
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Add task to project
Adds a task to the selected project
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Create client
Creates a new client
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Start timer
Starts timer for today in the selected project
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Update estimate status
Updates the details of an existing estimate status
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Add person to project
Adds a person to the selected project
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Create estimate item
Creates a new estimate item
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Update task
Updates the details of an existing task
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Update time entry
Updates an existing time entry
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Update person
Updates the details of an existing person
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Stop timer
Stops timer for today
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Update estimate item
Updates the details of an existing estimate item
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Update invoice item
Updates the details of an existing invoice item
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Fetch client by name
Fetches the details of an existing client
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Fetch contact
Fetches the details of an existing contact by ID
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Fetch expense
Fetches the details of an existing expense by ID
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Fetch estimate
Fetches the details of an existing estimate by ID
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Fetch task
Fetches the details of an existing task by ID
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Fetch time entry
Fetches the details of an existing time entry by ID
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Fetch project
Fetches the details of the specified project
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Fetch client
Fetches the details of the specified client
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Fetch person
Fetches the details of an existing person by ID
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Fetch invoice
Fetches the details of an existing invoice by ID
What is Zoho CRM?
Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.
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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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Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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