Integrate Insightly with Harvest
Send information between Insightly and Harvest 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 Insightly and Harvest
Connect Insightly and Harvest 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 Insightly and Harvest using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Project
Triggers when a new project is created
New Task
Triggers when a new task is created
New Lead
Triggers when a new lead is created
New Contact
Triggers when a new contact is created
New Opportunity
Triggers when a new opportunity is created
New Organization
Triggers when a new organization is created
Person assigned to project
Triggers when a person is assigned to a project
Contact created
Triggers when a new contact is created
Time entry created
Triggers when a new time entry is created for today
Expense created
Triggers when a new expense is created
Time entry updated
Triggers when an existing time entry is updated
Client added
Triggers when a new client is added
Person added
Triggers when a new person is added
Expense updated
Triggers when the details of an existing expense are updated
Project created
Triggers when a new project is created
Task created
Triggers when a new task is created
Contact updated
Triggers when the details of an existing contact are updated
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
Invoice created
Triggers when a new invoice is created
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
All Actions - Actions are the automated tasks
Create Opportunity
Creates a new opportunity
Create Event
Creates a new event
Create Contact
Creates a new contact
Create Task
Creates a new task
Create Project
Creates a new project
Create Lead
Creates a new lead
Create Organization
Creates a new organization
Add task to project
Adds a task to the selected project
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 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
Update contact
Updates the details of an existing contact
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
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
Start timer
Starts timer for today in the selected project
Create invoice
Creates a new invoice
Update project
Updates the details of an existing project
Create project
Creates a new project
Create expense
Creates a new expense
Update estimate status
Updates the details of an existing estimate status
Update invoice
Updates the details of an existing invoice
Update task
Updates the details of an existing task
Update person
Updates the details of an existing person
Update invoice item
Updates the details of an existing invoice item
Stop timer
Stops timer for today
Update estimate item
Updates the details of an existing estimate item
Fetch client
Fetches the details of the specified client
Fetch expense
Fetches the details of an existing expense by ID
Fetch contact
Fetches the details of an existing contact by ID
Fetch task
Fetches the details of an existing task 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 project
Fetches the details of the specified project
Fetch invoice
Fetches the details of an existing invoice by ID
Fetch time entry
Fetches the details of an existing time entry by ID
Fetch person
Fetches the details of an existing person by ID
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.
Similar apps
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
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.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
Louis Castellano
CEO, Lakeside CNC Group
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
