Integrate Teamwork CRM with Harvest

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

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Add new Harvest contacts to Teamwork CRM

Automatically add new contacts from your time tracking app to your CRM. This flow adds new Harvest contacts to Teamwork CRM.

How it works
1) A new contact is added to Harvest.
2) Zoho Flow adds the contact to Teamwork CRM.
Use this flow
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Add new Harvest contacts to Teamwork CRM

Harvest + Teamwork CRM

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Supported triggers and actions

All Triggers - A trigger kickstarts the flow

Contact updated

Triggers when a contact is updated

Deal created

Triggers when a new deal is created

Company updated

Triggers when a company is updated

Deal updated

Triggers when a deal is updated

Contact created

Triggers when a new contact is created

Company created

Triggers when a new company is created

Note created

Triggers when a new note is created

Client added

Triggers when a new client is added

Person added

Triggers when a new person is added

Invoice created

Triggers when a new invoice is created

Expense created

Triggers when a new expense is created

Estimate created

Triggers when a new estimate is created

Estimate updated

Triggers when the details of an existing estimate are updated

Contact created

Triggers when a new contact is created

Project created

Triggers when a new project is created

Task updated

Triggers when an existing task is updated

Expense updated

Triggers when the details of an existing expense are updated

Person assigned to project

Triggers when a person is assigned to a project

Project updated

Triggers when the details of an existing project is updated

Task created

Triggers when a new task is created

Invoice updated

Triggers when the details of an existing invoice are updated

Person updated

Triggers when the details of an existing person is updated

Contact updated

Triggers when the details of an existing contact are updated

Time entry created

Triggers when a new time entry is created for today

Client updated

Triggers when the details of an existing client are updated

Time entry updated

Triggers when an existing time entry is updated

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Create note

Creates a new note

Create product

Creates a new product

Create lost reason

Creates a new lost reason

Create deal

Creates a new deal

Create company

Creates a new company

Fetch company

Fetches the details of an existing company

Fetch product

Fetches the details of an existing product

Fetch contact

Fetches the details of an existing contact

Fetch deal

Fetches the details of an existing deal

Create task

Creates a new task

Update contact

Updates the details of an existing contact

Add person to project

Adds a person to the selected project

Create person

Creates a new person

Create invoice payment

Creates a new invoice payment

Update expense

Updates the details of an existing expense

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 estimate item

Creates a new estimate item

Create expense

Creates a new expense

Update invoice

Updates the details of an existing invoice

Create contact

Creates a new contact

Start timer

Starts timer for today in the selected project

Create invoice

Creates a new invoice

Update project

Updates the details of an existing project

Create project

Creates a new project

Create invoice item

Creates a new invoice item

Update client

Updates the details of an existing client

Create estimate

Creates a new estimate

Create client

Creates a new client

Add task to project

Adds a task to the selected project

Create time entry

Creates a new time entry for today

Update invoice item

Updates the details of an existing invoice item

Update estimate item

Updates the details of an existing estimate item

Stop timer

Stops timer for today

Update person

Updates the details of an existing person

Fetch task

Fetches the details of an existing task by ID

Fetch contact

Fetches the details of an existing contact by ID

Fetch client by name

Fetches the details of an existing client

Fetch person

Fetches the details of an existing person 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 time entry

Fetches the details of an existing time entry by ID

Fetch client

Fetches the details of the specified client

Fetch project

Fetches the details of the specified project

Fetch invoice

Fetches the details of an existing invoice by ID

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.

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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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