Integrate CloudTalk with Harvest
Send information between CloudTalk and Harvest automatically, without writing any code, using Zoho Flow.
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Create a new contact is in Harvest each time a new contact is created in CloudTalk
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will add a new contact in Harvest whenever a new contact is added in CloudTalk.
How it works
- The flow triggers when a new contact is created in CloudTalk.
- Zoho Flow creates a new contact in Harvest.
Create a new contact is in Harvest each time a new contact is created in CloudTalk
CloudTalk + Harvest
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Supported triggers and actions
Integrate CloudTalk and Harvest using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Call created
Triggers when a new call of the selected type is created
Agent created
Triggers when a new agent is created
Contact created
Triggers when a new contact is created
Task created
Triggers when a new task is created
Estimate updated
Triggers when the details of an existing estimate are updated
Task updated
Triggers when an existing task is updated
Project updated
Triggers when the details of an existing project is updated
Invoice created
Triggers when a new invoice is created
Person added
Triggers when a new person is added
Contact created
Triggers when a new contact is created
Contact updated
Triggers when the details of an existing contact are updated
Invoice updated
Triggers when the details of an existing invoice are updated
Expense updated
Triggers when the details of an existing expense are updated
Project created
Triggers when a new project is created
Time entry created
Triggers when a new time entry is created for today
Client added
Triggers when a new client is added
Person assigned to project
Triggers when a person is assigned to a project
Expense created
Triggers when a new expense is created
Estimate created
Triggers when a new estimate is created
Client updated
Triggers when the details of an existing client are updated
Time entry updated
Triggers when an existing time entry is updated
Person updated
Triggers when the details of an existing person is updated
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Create agent
Creates a new agent
Send SMS
Sends an SMS message
Add note
Adds a note to an existing contact
Add activity
Adds an activity to an existing contact
Update agent
Updates the details of an existing agent
Update contact
Updates the details of an existing contact
Fetch contact
Fetches the details of an existing contact using ID or keyword
Add task to project
Adds a task to the selected project
Create estimate
Creates a new estimate
Create invoice payment
Creates a new invoice payment
Update estimate
Updates the details of an existing estimate
Create time entry
Creates a new time entry for today
Create task
Creates a new task
Update expense
Updates the details of an existing expense
Create person
Creates a new person
Update contact
Updates the details of an existing contact
Update time entry
Updates an existing time entry
Create contact
Creates a new contact
Create estimate item
Creates a new estimate item
Update task
Updates the details of an existing task
Add person to project
Adds a person to the selected project
Create expense
Creates a new expense
Update invoice
Updates the details of an existing invoice
Start timer
Starts timer for today in the selected project
Create project
Creates a new project
Update estimate status
Updates the details of an existing estimate status
Create invoice
Creates a new invoice
Create invoice item
Creates a new invoice item
Create client
Creates a new client
Update project
Updates the details of an existing project
Update client
Updates the details of an existing client
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
Update person
Updates the details of an existing person
Fetch client
Fetches the details of the specified client
Fetch project
Fetches the details of the specified project
Fetch person
Fetches the details of an existing person by ID
Fetch task
Fetches the details of an existing task 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 time entry
Fetches the details of an existing time entry by ID
Fetch contact
Fetches the details of an existing contact by ID
Fetch estimate
Fetches the details of an existing estimate by ID
Fetch expense
Fetches the details of an existing expense by ID
What is CloudTalk?
CloudTalk is an intuitive cloud-based call center software solution for sales and support teams of all sizes. It also lets you integrate your phone system with the most popular CRM, ecommerce, and helpdesk systems.
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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.
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