Integrate Teamwork CRM with Harvest

Send information between Teamwork CRM and Harvest automatically, without writing any code, using Zoho Flow.

Explore prebuilt integration flows to get started

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Create an invoice in Harvest for newly acquired deals in Teamwork CRM

Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will create a fresh invoice in Harvest for every finalised deal in Teamwork CRM.

How it works
  1. The flow triggers when a deal is updated in Teamwork CRM.
  2. Zoho Flow creates a new invoice in Harvest.
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Create an invoice in Harvest for newly acquired deals in Teamwork CRM

Teamwork CRM + Harvest

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Create a new contact in Harvest whenever a new contact is created in Teamwork CRM

Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will add a new contact in Harvest whenever a new contact is added in Teamwork CRM.

How it works
  1. The flow triggers when a new contact is created in Teamwork CRM.
  2. Zoho Flow creates a new contact in Harvest.
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Create a new contact in Harvest whenever a new contact is created in Teamwork CRM

Teamwork CRM + Harvest

Build your own integrations between Teamwork CRM and Harvest

Connect Teamwork CRM and Harvest with over 700+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Teamwork CRM and Harvest using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact created

Triggers when a new contact is created

Deal updated

Triggers when a deal is updated

Note created

Triggers when a new note is created

Company created

Triggers when a new company is created

Deal created

Triggers when a new deal is created

Contact updated

Triggers when a contact is updated

Company updated

Triggers when a company 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 company

Creates a new company

Create deal

Creates a new deal

Create note

Creates a new note

Create contact

Creates a new contact

Create lost reason

Creates a new lost reason

Create product

Creates a new product

Fetch product

Fetches the details of an existing product

Fetch company

Fetches the details of an existing company

Fetch deal

Fetches the details of an existing deal

Fetch contact

Fetches the details of an existing contact

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 Teamwork CRM?

Teamwork CRM is a sales CRM software tool that lets you manage sales pipelines, processes and generate reports.

CRM

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.

Build comprehensive workflows using

Webhook triggers

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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