Integrate OnePageCRM with Harvest
Send information between OnePageCRM 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 OnePageCRM
Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will create a fresh invoice in Harvest for every finalised deal in OnePageCRM.
How it works
- The flow triggers when a deal is won in OnePageCRM.
- Zoho Flow creates a new invoice in Harvest.
Create an invoice in Harvest for the latest closed deals in OnePageCRM
OnePageCRM + Harvest
Add a new contact in Harvest whenever a new contact is added in OnePageCRM
Having precise contact details empowers your sales team to deliver timely communications to users. This flow create a new contact is in Harvest each time a new contact is created in OnePageCRM.
How it works
- The flow triggers when a new contact is created in OnePageCRM.
- Zoho Flow creates a new contact in Harvest.
Add a new contact in Harvest whenever a new contact is added in OnePageCRM
OnePageCRM + Harvest
Build your own integrations between OnePageCRM and Harvest
Connect OnePageCRM and Harvest with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate OnePageCRM and Harvest using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New pending deal
Triggers when there is a new pending deal
New contact
Triggers when a new contact is created
Deal won
Triggers when a deal is won
New action
Triggers when a new action 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 note
Creates a new note for the specified contact
Fetch contact
Fetches the details of an existing contact
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 OnePageCRM?
OnePageCRM is an online sales CRM. You can streamline sales with workflows, get lead details from social profiles, and let your sales team collaborate on tasks.
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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