![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-ca-public.nimbuspop.com/flow-apps/harvest.png)
Integrate Wealthbox CRM with Harvest
Send information between Wealthbox CRM and Harvest automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-ca-public.nimbuspop.com/flow-apps/harvest.png)
Create a task in Harvest as soon as a task is created in Wealthbox CRM
Track the time spent on each task by creating a record in your time tracking application. This flow will create a task in Harvest as soon as a task is created in Wealthbox CRM.
How it works
- The flow triggers when a new task is created in Wealthbox CRM.
- Zoho Flow creates a new task in Harvest.
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-ca-public.nimbuspop.com/flow-apps/harvest.png)
Create a task in Harvest as soon as a task is created in Wealthbox CRM
Wealthbox CRM + Harvest
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-ca-public.nimbuspop.com/flow-apps/harvest.png)
Create a new contact in Harvest whenever a new contact is created in Wealthbox CRM
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will generate a new contact in Harvest each time a new contact is created in Wealthbox CRM.
How it works
- The flow triggers when a new contact is created in Wealthbox CRM.
- Zoho Flow creates a new contact in Harvest.
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
![](https://flow-ca-public.nimbuspop.com/flow-apps/harvest.png)
Create a new contact in Harvest whenever a new contact is created in Wealthbox CRM
Wealthbox CRM + Harvest
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between Wealthbox CRM and Harvest
Connect Wealthbox CRM and Harvest with over 750+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Wealthbox CRM and Harvest using the below triggers and actions
All Triggers - A trigger kickstarts the flow
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New opportunity
Triggers when a new opportunity is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New task
Triggers when a new task is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New comment
Triggers when a new comment is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New event
Triggers when a new event is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New note
Triggers when a new note is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New project
Triggers when a new project is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Completed task
Triggers when a task is completed
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New contact
Triggers when a new contact is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New workflow
Triggers when a new workflow is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/harvest.png)
Expense created
Triggers when a new expense is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/harvest.png)
Task created
Triggers when a new task is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/harvest.png)
Client updated
Triggers when the details of an existing client are updated
![](https://flow-ca-public.nimbuspop.com/flow-apps/harvest.png)
Person assigned to project
Triggers when a person is assigned to a project
![](https://flow-ca-public.nimbuspop.com/flow-apps/harvest.png)
Estimate updated
Triggers when the details of an existing estimate are updated
![](https://flow-ca-public.nimbuspop.com/flow-apps/harvest.png)
Invoice updated
Triggers when the details of an existing invoice are updated
![](https://flow-ca-public.nimbuspop.com/flow-apps/harvest.png)
Task updated
Triggers when an existing task is updated
![](https://flow-ca-public.nimbuspop.com/flow-apps/harvest.png)
Contact created
Triggers when a new contact is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/harvest.png)
Expense updated
Triggers when the details of an existing expense are updated
![](https://flow-ca-public.nimbuspop.com/flow-apps/harvest.png)
Contact updated
Triggers when the details of an existing contact are updated
![](https://flow-ca-public.nimbuspop.com/flow-apps/harvest.png)
Person added
Triggers when a new person is added
![](https://flow-ca-public.nimbuspop.com/flow-apps/harvest.png)
Estimate created
Triggers when a new estimate is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/harvest.png)
Project updated
Triggers when the details of an existing project is updated
![](https://flow-ca-public.nimbuspop.com/flow-apps/harvest.png)
Person updated
Triggers when the details of an existing person is updated
![](https://flow-ca-public.nimbuspop.com/flow-apps/harvest.png)
Client added
Triggers when a new client is added
![](https://flow-ca-public.nimbuspop.com/flow-apps/harvest.png)
Time entry updated
Triggers when an existing time entry is updated
![](https://flow-ca-public.nimbuspop.com/flow-apps/harvest.png)
Invoice created
Triggers when a new invoice is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/harvest.png)
Time entry created
Triggers when a new time entry is created for today
![](https://flow-ca-public.nimbuspop.com/flow-apps/harvest.png)
Project created
Triggers when a new project is created
All Actions - Actions are the automated tasks
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create event
Creates a new event
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create opportunity
Creates a new opportunity
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create contact
Creates a new contact
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create note
Creates a new note
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create project
Creates a new project
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create task
Creates a new task
![](https://flow-ca-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Fetch contact
Fetches a contact by email
![](https://flow-ca-public.nimbuspop.com/flow-apps/harvest.png)
Create time entry
Creates a new time entry for today
![](https://flow-ca-public.nimbuspop.com/flow-apps/harvest.png)
Create estimate
Creates a new estimate
![](https://flow-ca-public.nimbuspop.com/flow-apps/harvest.png)
Update invoice
Updates the details of an existing invoice
![](https://flow-ca-public.nimbuspop.com/flow-apps/harvest.png)
Update client
Updates the details of an existing client
![](https://flow-ca-public.nimbuspop.com/flow-apps/harvest.png)
Add task to project
Adds a task to the selected project
![](https://flow-ca-public.nimbuspop.com/flow-apps/harvest.png)
Create client
Creates a new client
![](https://flow-ca-public.nimbuspop.com/flow-apps/harvest.png)
Create invoice
Creates a new invoice
![](https://flow-ca-public.nimbuspop.com/flow-apps/harvest.png)
Create invoice item
Creates a new invoice item
![](https://flow-ca-public.nimbuspop.com/flow-apps/harvest.png)
Create project
Creates a new project
![](https://flow-ca-public.nimbuspop.com/flow-apps/harvest.png)
Create person
Creates a new person
![](https://flow-ca-public.nimbuspop.com/flow-apps/harvest.png)
Create expense
Creates a new expense
![](https://flow-ca-public.nimbuspop.com/flow-apps/harvest.png)
Start timer
Starts timer for today in the selected project
![](https://flow-ca-public.nimbuspop.com/flow-apps/harvest.png)
Create contact
Creates a new contact
![](https://flow-ca-public.nimbuspop.com/flow-apps/harvest.png)
Update project
Updates the details of an existing project
![](https://flow-ca-public.nimbuspop.com/flow-apps/harvest.png)
Update time entry
Updates an existing time entry
![](https://flow-ca-public.nimbuspop.com/flow-apps/harvest.png)
Update expense
Updates the details of an existing expense
![](https://flow-ca-public.nimbuspop.com/flow-apps/harvest.png)
Create invoice payment
Creates a new invoice payment
![](https://flow-ca-public.nimbuspop.com/flow-apps/harvest.png)
Update contact
Updates the details of an existing contact
![](https://flow-ca-public.nimbuspop.com/flow-apps/harvest.png)
Create task
Creates a new task
![](https://flow-ca-public.nimbuspop.com/flow-apps/harvest.png)
Create estimate item
Creates a new estimate item
![](https://flow-ca-public.nimbuspop.com/flow-apps/harvest.png)
Update estimate
Updates the details of an existing estimate
![](https://flow-ca-public.nimbuspop.com/flow-apps/harvest.png)
Update task
Updates the details of an existing task
![](https://flow-ca-public.nimbuspop.com/flow-apps/harvest.png)
Add person to project
Adds a person to the selected project
![](https://flow-ca-public.nimbuspop.com/flow-apps/harvest.png)
Stop timer
Stops timer for today
![](https://flow-ca-public.nimbuspop.com/flow-apps/harvest.png)
Update estimate item
Updates the details of an existing estimate item
![](https://flow-ca-public.nimbuspop.com/flow-apps/harvest.png)
Update invoice item
Updates the details of an existing invoice item
![](https://flow-ca-public.nimbuspop.com/flow-apps/harvest.png)
Update person
Updates the details of an existing person
![](https://flow-ca-public.nimbuspop.com/flow-apps/harvest.png)
Fetch person
Fetches the details of an existing person by ID
![](https://flow-ca-public.nimbuspop.com/flow-apps/harvest.png)
Fetch client by name
Fetches the details of an existing client
![](https://flow-ca-public.nimbuspop.com/flow-apps/harvest.png)
Fetch invoice
Fetches the details of an existing invoice by ID
![](https://flow-ca-public.nimbuspop.com/flow-apps/harvest.png)
Fetch project
Fetches the details of the specified project
![](https://flow-ca-public.nimbuspop.com/flow-apps/harvest.png)
Fetch expense
Fetches the details of an existing expense by ID
![](https://flow-ca-public.nimbuspop.com/flow-apps/harvest.png)
Fetch estimate
Fetches the details of an existing estimate by ID
![](https://flow-ca-public.nimbuspop.com/flow-apps/harvest.png)
Fetch client
Fetches the details of the specified client
![](https://flow-ca-public.nimbuspop.com/flow-apps/harvest.png)
Fetch time entry
Fetches the details of an existing time entry by ID
![](https://flow-ca-public.nimbuspop.com/flow-apps/harvest.png)
Fetch contact
Fetches the details of an existing contact by ID
![](https://flow-ca-public.nimbuspop.com/flow-apps/harvest.png)
Fetch task
Fetches the details of an existing task by ID
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 >