Integrate Agendor with Harvest
Send information between Agendor and Harvest automatically, without writing any code, using Zoho Flow.
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Create an invoice in Harvest for newly acquired deals in Agendor
Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will generate an invoice in Harvest whenever a deal is closed in Agendor.
How it works
- The flow triggers when a the details of a deal is updated in Agendor.
- Zoho Flow creates a new invoice in Harvest.
Create an invoice in Harvest for newly acquired deals in Agendor
Agendor + Harvest
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Supported triggers and actions
Integrate Agendor and Harvest using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Company created
Triggers when a new company is created
Person created
Triggers when a new person is created
Deal updated
Triggers when a the details of a deal is updated
Deal created
Triggers when a new deal is created
Company updated
Triggers when the details of a company is updated
Person updated
Triggers when the details of a person is updated
Person assigned to project
Triggers when a person is assigned to a project
Time entry created
Triggers when a new time entry is created for today
Contact created
Triggers when a new contact is created
Task created
Triggers when a new task is created
Project updated
Triggers when the details of an existing project is updated
Task updated
Triggers when an existing task is updated
Client updated
Triggers when the details of an existing client are updated
Estimate created
Triggers when a new estimate is created
Person updated
Triggers when the details of an existing person is updated
Time entry updated
Triggers when an existing time entry is updated
Client added
Triggers when a new client is added
Person added
Triggers when a new person is added
Project created
Triggers when a new project is created
Expense updated
Triggers when the details of an existing expense are updated
Expense created
Triggers when a new expense is created
Invoice updated
Triggers when the details of an existing invoice are updated
Invoice created
Triggers when a new invoice is created
Estimate updated
Triggers when the details of an existing estimate are updated
Contact updated
Triggers when the details of an existing contact are updated
All Actions - Actions are the automated tasks
Create person deal
Creates a person deal
Create person
Creates a person .
Create company
Creates a new company
Create company deal
Creates a new company deal
Update deal status
Updates the status of the specified deal
Update person
Updates the details of the specified person
Update deal
Updates the basic details of the specified deal
Update company
Updates the details of the specified company
Fetch company
Fetches the details of an existing company
Fetch user
Fetches the details of the specified user
Fetch person
Fetch the details of the specified person
Create invoice
Creates a new invoice
Update expense
Updates the details of an existing expense
Update estimate status
Updates the details of an existing estimate status
Start timer
Starts timer for today in the selected project
Create person
Creates a new person
Create invoice payment
Creates a new invoice payment
Create estimate
Creates a new estimate
Create time entry
Creates a new time entry for today
Create estimate item
Creates a new estimate item
Update invoice
Updates the details of an existing invoice
Create task
Creates a new task
Update contact
Updates the details of an existing contact
Create invoice item
Creates a new invoice item
Update client
Updates the details of an existing client
Update project
Updates the details of an existing project
Create project
Creates a new project
Add person to project
Adds a person to the selected project
Create expense
Creates a new expense
Create contact
Creates a new contact
Update time entry
Updates an existing time entry
Update task
Updates the details of an existing task
Update estimate
Updates the details of an existing estimate
Create client
Creates a new client
Add task to project
Adds a task to the selected project
Stop timer
Stops timer for today
Update estimate item
Updates the details of an existing estimate item
Update person
Updates the details of an existing person
Update invoice item
Updates the details of an existing invoice item
Fetch invoice
Fetches the details of an existing invoice by ID
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
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 client by name
Fetches the details of an existing client
What is Agendor?
Agendor is a Sales CRM solution that lets you create and manage sales funnels, monitor sales metrics and KPIs, track history of customer interactions and more.
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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