Integrate Pipedrive with Harvest
Send information between Pipedrive and Harvest automatically, without writing any code, using Zoho Flow.
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Create an invoice in Harvest for newly acquired deals in Pipedrive
Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will create a fresh invoice in Harvest for every finalised deal in Pipedrive.
How it works
- The flow triggers when any detail of an existing deal is updated in Pipedrive.
- Zoho Flow creates a new invoice in Harvest.
Create an invoice in Harvest for newly acquired deals in Pipedrive
Pipedrive + Harvest
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Supported triggers and actions
Integrate Pipedrive and Harvest using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact person updated
Triggers when any detail of an existing contact person is updated
Deal created
Triggers when a new deal is created
Activity updated
Triggers when any detail of an existing activity is updated
Note added
Triggers when a new note is added
Note updated
Triggers when an existing note is updated
Activity created
Triggers when a new activity is created
Contact person created
Triggers when a new contact person is created
Deal updated
Triggers when any detail of an existing deal is updated
Organization created
Triggers when a new organization is created
Pipeline created
Triggers when a new pipeline is created
Pipeline stage created
Triggers when a new pipeline stage 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 organization
Creates a new organization
Create notes
Creates a new note for the selected lead, deal, person, or organization
Create lead
Creates a new lead
Create deal
Creates a new deal
Create contact person
Creates a new contact person for the selected organization
Create activity
Creates a new activity
Create product
Creates a new product
Update deal
Updates the details of an existing deal
Update lead
Updates the details of an existing lead
Update notes
Updates the details of an existing note
Update contact person
Updates the details of an existing contact person
Update product
Updates the details of an existing product
Update activity
Updates the details of an existing activity
Update organization
Updates the details of an existing organization
Fetch product by name
Fetches the details of an existing product by name
Fetch user by name
Fetches the details of an existing user by name
Fetch deal by ID
Fetches the details of an existing deal by ID
Fetch activity
Fetches the details of an existing user activity
Fetch lead
Fetch the details of an existing lead by ID or title
Fetch organization by ID
Fetches the details of an existing organization by ID
Fetch deal by title
Fetches the details of an existing deal by title
Fetch person by ID
Fetches the details of an existing person record by ID
Fetch person by phone number
Fetches the details of an existing person by phone number
Fetch person by email address
Fetches the details of an existing person by email address
Fetch person by name
Fetches the details of an existing person record by name
Fetch organization by name
Fetches the details of an existing organization by name
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 Pipedrive?
Pipedrive is a CRM and pipeline management tool. You can set activities and goals, forecast with built in features, accurately measure your sales with customized reports, and switch to different languages and currencies.
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.
Similar apps
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Learn more >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
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Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
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