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
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.
Create a task in Harvest as soon as a task is created in Wealthbox CRM
Wealthbox CRM + Harvest
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.
Create a new contact in Harvest whenever a new contact is created in Wealthbox CRM
Wealthbox CRM + Harvest
Build your own integrations between Wealthbox CRM and Harvest
Connect Wealthbox CRM 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 Wealthbox CRM and Harvest using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New note
Triggers when a new note is created
Completed task
Triggers when a task is completed
New task
Triggers when a new task is created
New event
Triggers when a new event is created
New contact
Triggers when a new contact is created
New comment
Triggers when a new comment is created
New opportunity
Triggers when a new opportunity is created
New project
Triggers when a new project is created
New workflow
Triggers when a new workflow is created
Client added
Triggers when a new client is added
Task updated
Triggers when an existing task is updated
Person updated
Triggers when the details of an existing person is updated
Task created
Triggers when a new task is created
Client updated
Triggers when the details of an existing client are updated
Invoice updated
Triggers when the details of an existing invoice are updated
Invoice created
Triggers when a new invoice is created
Project updated
Triggers when the details of an existing project is updated
Expense updated
Triggers when the details of an existing expense are updated
Person added
Triggers when a new person is added
Estimate updated
Triggers when the details of an existing estimate are updated
Expense created
Triggers when a new expense is created
Time entry created
Triggers when a new time entry is created for today
Contact updated
Triggers when the details of an existing contact are updated
Project created
Triggers when a new project is created
Time entry updated
Triggers when an existing time entry is updated
Contact created
Triggers when a new contact is created
Person assigned to project
Triggers when a person is assigned to a project
Estimate created
Triggers when a new estimate is created
All Actions - Actions are the automated tasks
Create project
Creates a new project
Create opportunity
Creates a new opportunity
Create contact
Creates a new contact
Create task
Creates a new task
Create note
Creates a new note
Create event
Creates a new event
Fetch contact
Fetches a contact by email
Create project
Creates a new project
Create invoice payment
Creates a new invoice payment
Update client
Updates the details of an existing client
Add task to project
Adds a task to the selected project
Create client
Creates a new client
Update expense
Updates the details of an existing expense
Update estimate
Updates the details of an existing estimate
Create time entry
Creates a new time entry for today
Update invoice
Updates the details of an existing invoice
Create expense
Creates a new expense
Start timer
Starts timer for today in the selected project
Update estimate status
Updates the details of an existing estimate status
Update project
Updates the details of an existing project
Create invoice
Creates a new invoice
Create invoice item
Creates a new invoice item
Update time entry
Updates an existing time entry
Create estimate
Creates a new estimate
Create contact
Creates a new contact
Create person
Creates a new person
Update contact
Updates the details of an existing contact
Create task
Creates a new task
Add person to project
Adds a person to the selected project
Create estimate item
Creates a new estimate item
Update task
Updates the details of an existing task
Update person
Updates the details of an existing person
Stop timer
Stops timer for today
Update estimate item
Updates the details of an existing estimate item
Update invoice item
Updates the details of an existing invoice item
Fetch client
Fetches the details of the specified client
Fetch person
Fetches the details of an existing person by ID
Fetch invoice
Fetches the details of an existing invoice by ID
Fetch client by name
Fetches the details of an existing client
Fetch contact
Fetches the details of an existing contact by ID
Fetch expense
Fetches the details of an existing expense by ID
Fetch estimate
Fetches the details of an existing estimate by ID
Fetch task
Fetches the details of an existing task by ID
Fetch time entry
Fetches the details of an existing time entry by ID
Fetch project
Fetches the details of the specified project
What is Wealthbox CRM?
Wealthbox CRM is a web-based tool for financial advisors. You can link tasks to contacts or opportunities, collaborate on projects, and manage events.
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
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 >We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more
Louis Castellano
CEO, Lakeside CNC Group
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.
Julien Granjean
CEO, iDAYit
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
