

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 850+ 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 event
Triggers when a new event is created

New task
Triggers when a new task is created

New comment
Triggers when a new comment is created

Completed task
Triggers when a task is completed

New note
Triggers when a new note is created

New workflow
Triggers when a new workflow is created

New project
Triggers when a new project is created

New contact
Triggers when a new contact is created

New opportunity
Triggers when a new opportunity 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 note
Creates a new note

Create event
Creates a new event

Create task
Creates a new task

Create contact
Creates a new contact

Create project
Creates a new project

Create opportunity
Creates a new opportunity

Fetch contact
Fetches a contact by email

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 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.
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