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Integrate PipelineDeals with Harvest
Send information between PipelineDeals and Harvest automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create an invoice in Harvest for the latest closed deals in PipelineDeals
Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will prepare a new invoice in Harvest each time a deal is won in PipelineDeals.
How it works
- The flow triggers when the status of an existing deal is updated in PipelineDeals.
- Zoho Flow creates a new invoice in Harvest.
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Create an invoice in Harvest for the latest closed deals in PipelineDeals
PipelineDeals + Harvest
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Build your own integrations between PipelineDeals and Harvest
Connect PipelineDeals 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 PipelineDeals and Harvest using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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New person, lead, or contact
Triggers when a new person, lead, or contact is created
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Updated deal stage
Triggers when a deal is moved from one stage to another
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Updated deal status
Triggers when the status of an existing deal is updated
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New deal
Triggers when a new deal is created
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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
All Actions - Actions are the automated tasks
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Create deal
Creates a new deal
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Add person
Adds a new person
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Create task
Creates a new calendar task
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Create activity
Creates a new activity associated with an existing person, company, or deal
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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
What is PipelineDeals?
PipelineDeals is sales CRM software. You can track deals, assign permissions for team members, and forecast sales with detailed reports.
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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