Integrate PipelineDeals with Harvest
Send information between PipelineDeals and Harvest automatically, without writing any code, using Zoho Flow.
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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.
Create an invoice in Harvest for the latest closed deals in PipelineDeals
PipelineDeals + Harvest
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Supported triggers and actions
Integrate PipelineDeals and Harvest using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New person, lead, or contact
Triggers when a new person, lead, or contact is created
Updated deal stage
Triggers when a deal is moved from one stage to another
Updated deal status
Triggers when the status of an existing deal is updated
New deal
Triggers when a new deal 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 deal
Creates a new deal
Add person
Adds a new person
Create task
Creates a new calendar task
Create activity
Creates a new activity associated with an existing person, company, or deal
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 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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