

Integrate Onpipeline with Harvest
Send information between Onpipeline 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 Onpipeline
Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will generate an invoice in Harvest whenever a deal is closed in Onpipeline.
How it works
- The flow triggers when the details of an existing deal are updated in Onpipeline.
- Zoho Flow creates a new invoice in Harvest.


Create an invoice in Harvest for the latest closed deals in Onpipeline
Onpipeline + Harvest

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Supported triggers and actions
Integrate Onpipeline and Harvest using the below triggers and actions
All Triggers - A trigger kickstarts the flow

Person added
Triggers when a new contact person is added

Event updated
Triggers when a calendar event is updated

Deal updated as won
Triggers when a deal is updated as won

Deal created
Triggers when a new deal is created

Organization created
Triggers when a new organization is created

Event created
Triggers when a new calendar event is created

Deal updated
Triggers when an existing deal is updated

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

Add organization
Adds a new organization

Create deal
Creates a new deal

Add lead
Creates a new lead

Update person
Updates the details of an existing contact person

Add person
Adds a new contact person

Update organization
Updates the details of an existing organization

Update deal
Updates the details of an existing deal

Fetch organization
Fetches the details of an existing organisation by name

Fetch person
Fetches the details of an existing person by full name

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 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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