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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
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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.
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Create a task in Harvest upon the addition of a task in Insightly
Insightly + Harvest
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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.
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Create an event in Insightly once a task is created in Harvest
Harvest + Insightly
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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.
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Initiate a new project in Insightly when a new project is established in Harvest
Harvest + Insightly
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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.
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Generate a new contact in Harvest each time a new contact is created in Insightly
Insightly + Harvest
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Build your own integrations between Harvest and Insightly
Connect Harvest and Insightly with over 800+ 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
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Person assigned to project
Triggers when a person is assigned to a project
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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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Expense created
Triggers when a new expense is created
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Time entry updated
Triggers when an existing time entry is updated
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Client added
Triggers when a new client is added
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Person added
Triggers when a new person is added
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Expense updated
Triggers when the details of an existing expense are updated
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Project created
Triggers when a new project is created
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Task created
Triggers when a new task is created
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Contact updated
Triggers when the details of an existing contact are updated
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Project updated
Triggers when the details of an existing project is updated
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Invoice updated
Triggers when the details of an existing invoice are updated
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Estimate updated
Triggers when the details of an existing estimate are updated
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Invoice created
Triggers when a new invoice is created
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Estimate created
Triggers when a new estimate is created
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Person updated
Triggers when the details of an existing person is updated
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Task updated
Triggers when an existing task is updated
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Client updated
Triggers when the details of an existing client are updated
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New Project
Triggers when a new project is created
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New Task
Triggers when a new task is created
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New Lead
Triggers when a new lead is created
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New Contact
Triggers when a new contact is created
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New Opportunity
Triggers when a new opportunity is created
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New Organization
Triggers when a new organization is created
All Actions - Actions are the automated tasks
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Add task to project
Adds a task to the selected project
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Update estimate
Updates the details of an existing estimate
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Update expense
Updates the details of an existing expense
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Create estimate
Creates a new estimate
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Create invoice item
Creates a new invoice item
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Update client
Updates the details of an existing client
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Create invoice payment
Creates a new invoice payment
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Create client
Creates a new client
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Update contact
Updates the details of an existing contact
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Create estimate item
Creates a new estimate item
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Add person to project
Adds a person to the selected project
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Update time entry
Updates an existing time entry
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Create time entry
Creates a new time entry for today
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Create person
Creates a new person
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Create contact
Creates a new contact
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Create task
Creates a new task
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Start timer
Starts timer for today in the selected project
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Create invoice
Creates a new invoice
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Update project
Updates the details of an existing project
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Create project
Creates a new project
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Create expense
Creates a new expense
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Update estimate status
Updates the details of an existing estimate status
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Update invoice
Updates the details of an existing invoice
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Update task
Updates the details of an existing task
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Update person
Updates the details of an existing person
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Update invoice item
Updates the details of an existing invoice item
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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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Fetch client
Fetches the details of the specified client
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Fetch expense
Fetches the details of an existing expense by ID
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Fetch contact
Fetches the details of an existing contact by ID
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Fetch task
Fetches the details of an existing task by ID
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Fetch client by name
Fetches the details of an existing client
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Fetch estimate
Fetches the details of an existing estimate by ID
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Fetch project
Fetches the details of the specified project
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Fetch invoice
Fetches the details of an existing invoice by ID
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Fetch time entry
Fetches the details of an existing time entry by ID
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Fetch person
Fetches the details of an existing person by ID
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Create Opportunity
Creates a new opportunity
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Create Event
Creates a new event
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Create Contact
Creates a new contact
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Create Task
Creates a new task
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Create Project
Creates a new project
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Create Lead
Creates a new lead
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Create Organization
Creates a new organization
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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