Integrate Zoho Books with Harvest

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

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Supported triggers and actions

All Triggers - A trigger kickstarts the flow

Customer payment updated

Triggers when a payment made by a customer is updated

Purchase order updated

Triggers when the details of an existing purchase order are updated

Project created

Triggers when a new project is created

Recurring invoice updated

Triggers when the details of an existing recurring invoice are updated

Bill updated

Triggers when an existing bill is updated

Recurring expense created

Triggers when a new recurring expense is created

Recurring invoice created

Triggers when a new recurring invoice is created

Retainer invoice created

Triggers when a retainer invoice is created

Credit note updated

Triggers when the details of an existing credit note are updated

Invoice updated

Triggers when an existing invoice is updated

Expense created

Triggers when a new expense is created

Custom module entry created

Triggers when a new custom module entry is created

Customer payment received

Triggers when a new payment is made by a customer

Recurring bill created

Triggers when a new recurring bill is created

Vendor credit updated

Triggers when the details of an existing vendor credit are updated

Account transaction added

Triggers when a new account transaction is added

Account updated

Triggers when the details of an account in the selected organization are updated

Estimate created

Triggers when a new estimate is created

Recurring expense updated

Triggers when the details of an existing recurring expense are updated

Delivery challan created

Triggers when a new delivery challan is created

Sales order updated

Triggers when the details of an existing sales order are updated

Vendor payment updated

Triggers when the details of an existing vendor payment is updated

Credit note created

Triggers when a new credit note is created in the selected organization

Recurring bill updated

Triggers when the details of an existing recurring bill is updated

Custom module entry updated

Triggers when the details of an existing module entry are updated

Invoice created

Triggers when a new invoice is created

Customer created

Triggers when a new customer is created

Estimate updated

Triggers when an existing estimate is updated

Customer updated

Triggers when the details of a customer are updated

Retainer invoice updated

Triggers when the details of an existing retainer invoice are updated

Expense updated

Triggers when an existing expense is updated

Project updated

Triggers when an existing project is updated

Account created

Triggers when an account is created in the selected organization

Vendor updated

Triggers when the details of an existing vendor is updated

Delivery challan updated

Triggers when the details of an existing delivery challan are updated

Vendor credit created

Triggers when a new vendor credit is created

Funds transferred to another account

Triggers when funds are transferred from one account to another

Sales order created

Triggers when a sales order is created

Time entry created

Triggers when a new time entry is created

Item created

Triggers when a new item is created

Bill created

Triggers when a new bill is created

Item updated

Triggers when an existing item is updated

Purchase order created

Triggers when a new purchase order is created

Vendor payment made

Triggers when a vendor payment is made

Time entry updated

Triggers when an existing time entry is updated

Vendor created

Triggers when a new vendor is created

Invoice updated

Triggers when the details of an existing invoice are updated

Time entry updated

Triggers when an existing time entry is updated

Client updated

Triggers when the details of an existing client are updated

Task created

Triggers when a new task is created

Invoice created

Triggers when a new invoice is created

Person assigned to project

Triggers when a person is assigned to a project

Client added

Triggers when a new client is added

Project created

Triggers when a new project is created

Estimate created

Triggers when a new estimate is created

Project updated

Triggers when the details of an existing project is updated

Estimate updated

Triggers when the details of an existing estimate are updated

Person added

Triggers when a new person is added

Expense created

Triggers when a new expense is created

Expense updated

Triggers when the details of an existing expense are 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

Contact created

Triggers when a new contact is created

Person updated

Triggers when the details of an existing person is updated

Task updated

Triggers when an existing task is updated

All Actions - Actions are the automated tasks

Record vendor payment

Records a payment for an existing vendor invoice

Send invoice

Sends an existing invoice by email

Send retainer invoice

Sends an existing retainer invoice by email

Create item

Creates a new item

Send credit note

Sends the specified credit note to a recipient

Add comment to estimate

Adds a comment to the specified estimate

Create invoice

Creates a new invoice

Create journal

Creates a new journal

Create time entry

Creates a new time entry

Send estimate

Sends an existing estimate to the specified recipients

Add comment to vendor

Adds a comment to the specified vendor

Refund credit note

Refunds credit note by ID

Create account

Creates a new account in the selected organization

Enable portal access

Enables portal access for the specified customer or vendor

Create estimate

Creates a new estimate

Create customer

Creates a new customer

Request payment information

Requests payment information from the specified contact

Send sales order

Sends an existing sales order by email

Add comment to retainer invoice

Adds a comment to the specified retainer invoice

Create sales order

Creates a new sales order

Create project

Creates a new project

Add comment to purchase order

Adds a comment to the specified purchase order

Add comment to customer

Adds a comment to the specified customer

Create vendor credit

Creates a new vendor credit

Create delivery challan

Creates a new delivery challan

Add user

Adds a new user

Create recurring invoice

Creates a new recurring invoice

Create expense

Creates a new expense

Create recurring bill

Creates a new recurring bill

Create credit note

Creates a new credit note

Create public share link

Creates a public share link for the selected module

Create task

Creates a new task

Record retainer invoice payment

Records payment for an existing retainer invoice

Create currency adjustment

Creates a currency adjustment for all open transactions on the specified date

Add comment to credit note

Adds a comment to the specified credit note

Add comment to invoice

Adds a comment to the specified invoice

Create contact person

Creates a new contact person

Create bill

Creates a new bill

Create custom module entry

Creates a new custom module entry

Create bank transaction

Creates a new bank transaction

Create sales person

Creates a new sales person

Record customer payment

Records a payment for an existing customer invoice

Create retainer invoice

Creates a new retainer invoice

Create inventory adjustment

Creates a new inventory adjustment

Send purchase order

Sends an existing purchase order by email

Mark as primary contact person

Marks the specified contact as the primary contact of the company

Add address

Adds an address to a customer or vendor contact

Invite user to project

Invites a new user to the selected project

Add comment to project

Adds a comment to the specified project

Add comment to sales order

Adds a comment to the specified sales order

Add comment to vendor credit

Adds a comment to the specified vendor credit

Create payment link

Creates a new payment link

Create recurring expense

Creates a new recurring expense

Add comment to bill

Adds a comment to the specified bill

Refund customer payment

Refunds the specified payment

Create purchase order

Creates a new purchase order

Assign user to project

Assigns the specified user to an existing project

Create vendor

Creates a new vendor

Update item

Updates the details of an existing item

Link customer to vendor

Links the customer to an existing vendor

Update estimate status

Updates the status of an existing estimate

Apply credit to invoice

Adds a credit note to the specified invoice

Update credit note status

Updates the status of an existing credit note

Update estimate

Updates the details of an existing estimate

Stop or resume recurring bill

Stops or resumes an existing recurring bill

Update project

Updates the details of an existing project

Update bill

Updates the details of an existing bill

Submit or approve bill

Submits or approves an existing bill

Update vendor credit

Updates the details of an existing vendor credit

Stop or resume recurring invoice

Stops or resumes an existing recurring invoice

Update contact status

Updates the status of an existing customer or vendor

Submit or approve estimate

Submits or approves an existing estimate

Reject vendor credit

Rejects an existing vendor credit

Update journal

Updates the details of an existing journal

Update custom module entry

Updates the details of a existing custom module entry

Update address

Updates the details of an existing customer or vendor address

Update expense

Updates the details of an existing expense

Reject bill

Rejects an existing bill

Reject retainer invoice

Rejects an existing retainer invoice

Update customer

Updates the details of an existing customer

Update invoice

Updates the details of an existing invoice

Update time entry

Updates an existing time entry

Submit or approve sales order

Submits or approves an existing sales order

Submit or approve retainer invoice

Submits or approves an existing retainer invoice

Update vendor credit status

Updates the details of an existing credit status

Update purchase order

Updates the details of an existing purchase order

Reject estimate

Rejects an existing estimate

Submit or approve vendor credit

Submits or approves an existing vendor credit

Update retainer invoice status

Updates the details of an existing retainer invoice

Lock transactions

Prevents transaction details prior to the selected date from being modified or deleted

Update payment link

Updates the details of an existing payment link

Update sales order status

Updates the status of an existing sales order

Update bill status

Updates the status of an existing bill

Update invoice status

Updates the status of an existing invoice

Update recurring expense

Updates the details of an existing recurring expense

Update account

Updates the details of an account in the selected organization

Reject purchase order

Rejects an existing purchase order

Update vendor

Updates the details of an existing vendor

Update purchase order status

Updates the status of an existing purchase order

Update sales order

Updates the details of an existing sales order

Submit or approve credit note

Submits or approves an existing credit note

Update project status

Updates the status of an existing project

Update credit note

Updates the details of an existing credit note

Unlock transaction

Unlocks the locked transactions to allow for modification or deletion

Submit or approve invoice

Submits or approves an existing invoice

Reject credit note

Rejects an existing credit note

Stop or resume recurring expense

Stops or resumes an existing recurring expense

Update user status

Updates the status of an existing user

Submit or approve purchase order

Submits or approves an existing purchase order

Apply retainer invoice to invoice

Adds a retainer invoice to the specified invoice

Update user

Updates the details of an existing user

Reject sales order

Rejects an existing sales order

Update delivery challan

Updates the details of an existing delivery challan

Update recurring bill

Updates the details of an existing recurring bill

Update retainer invoice

Updates the details of an existing retainer invoice

Update recurring invoice

Updates the details of an existing recurring invoice

Update task

Updates the details of an existing task

Reject invoice

Rejects an existing invoice

Update contact person

Updates the details of an existing contact person

Fetch expense

Fetches an existing expense by ID or reference number. If the expense does not exist, you can choose to create a new one.

Fetch sales order

Fetches the details of an existing sales order by number

Fetch project

Fetches the details of an existing project by name

Fetch recurring expense

Fetches the details of an existing recurring expense by profile name

Fetch estimate

Fetches the details of an existing estimate by its number

Fetch user

Fetches the details of an existing user by email address

Fetch vendor

Fetches the details of an existing vendor

Fetch vendor payment

Fetches the details of an existing vendor payment

Fetch account

Fetches the details of an existing account by its ID

Fetch customer

Fetches the details of an existing customer

Fetch payment link

Fetches the details of an existing payment link

Fetch journal

Fetches the details of an existing journal

Fetch customer payment

Fetches the details of an existing customer payment

Fetch invoice

Fetches the details of an existing invoice

Fetch bill

Fetches the details of an existing bill

Fetch custom module entry

Fetches the details of an existing custom module entry

Fetch credit note

Fetches the details of an existing credit note by number

Fetch recurring invoice

Fetches the details of an existing recurring invoice by profile name

Fetch retainer invoice

Fetches the details of an existing retainer invoice by number

Fetch recurring bill

Fetches the details of an existing recurring bill

Convert sales order to invoice

Converts an existing sales order to an invoice

Fetch vendor credit

Fetches the details of an existing vendor credit

Fetch delivery challan

Fetches the details of an existing delivery challan

Fetch purchase order

Fetches the details of an existing purchase order by its number

Fetch inventory adjustment

Fetches the details of an existing inventory adjustment

Fetch item

Fetches the details of an existing item by its ID, number or name.

Fetch bank account

Fetches the details of an existing bank account

Update client

Updates the details of an existing client

Create task

Creates a new task

Update contact

Updates the details of an existing contact

Create invoice payment

Creates a new invoice payment

Update expense

Updates the details of an existing expense

Create estimate

Creates a new estimate

Create time entry

Creates a new time entry for today

Create expense

Creates a new expense

Update invoice

Updates the details of an existing invoice

Create project

Creates a new project

Create invoice item

Creates a new invoice item

Create invoice

Creates a new invoice

Update project

Updates the details of an existing project

Create client

Creates a new client

Add task to project

Adds a task to the selected project

Add person to project

Adds a person to the selected project

Create person

Creates a new person

Update estimate

Updates the details of an existing estimate

Create estimate item

Creates a new estimate item

Update time entry

Updates an existing time entry

Update task

Updates the details of an existing task

Create contact

Creates a new contact

Start timer

Starts timer for today in the selected project

Update invoice item

Updates the details of an existing invoice item

Stop timer

Stops timer for today

Update person

Updates the details of an existing person

Update estimate item

Updates the details of an existing estimate item

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 person

Fetches the details of an existing person by ID

Fetch estimate

Fetches the details of an existing estimate by ID

Fetch invoice

Fetches the details of an existing invoice by ID

Fetch client

Fetches the details of the specified client

Fetch project

Fetches the details of the specified project

Fetch contact

Fetches the details of an existing contact by ID

Fetch client by name

Fetches the details of an existing client

Fetch task

Fetches the details of an existing task by ID

What is Zoho Books?

Zoho Books is online accounting software to manage your accounting, inventory and to file your GST returns. You can manage your contacts, set up rules to categorize banking transactions, make informed decisions based on accurate reports, and keep track of every expense.

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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Logic

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