Integrate Upsales with Harvest

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

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Create a new contact in Harvest whenever a new contact is created in Upsales

Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow create a new contact is in Harvest each time a new contact is created in Upsales.

How it works
  1. The flow triggers when a new contact is created in Upsales.
  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 Upsales

Upsales + Harvest

Build your own integrations between Upsales and Harvest

Connect Upsales 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 Upsales and Harvest using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Order created

Triggers when a new order is created

Opportunity created

Triggers when a new opportunity is created

Appointment created

Triggers when a new appointment is created

Contact created

Triggers when a new contact is created

Event created

Triggers when a new event is created

Product created

Triggers when a new product is created

Activity created

Triggers when a new activity is created

User created

Triggers when a new user is created

Company created

Triggers when a new company is created

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 appointment

Creates a new appointment

Create product

Creates a new product

Create company

Creates a new company

Create order

Creates a new order

Create contact

Creates a new contact

Create activity

Creates a new activity

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 Upsales?

Upsales is a sales and marketing platform that allows you to target customers based on various parameters, enable digital signatures to close deals faster, and schedule customized reports that can be sent to your team.

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

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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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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