Integrate Insightly with Harvest

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

Explore prebuilt integration flows to get started

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Create a task in Harvest upon the addition of a task in Insightly

Efficiently manage deadlines by logging all tasks in your time tracking application. This flow will create a task in Harvest each time a new task is initiated in Insightly.

How it works
  1. The flow triggers when a new task is created in Insightly.
  2. Zoho Flow creates a new task in Harvest.
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Create a task in Harvest upon the addition of a task in Insightly

Insightly + Harvest

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Create an event in Insightly once a task is created in Harvest

Ensure tasks are prioritised and addressed timely by scheduling them as events. This flow will create an event in Insightly when a new task is set up in Harvest.

How it works
  1. The flow triggers when a new task is created in Harvest.
  2. Zoho Flow creates a new event in Insightly.
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Create an event in Insightly once a task is created in Harvest

Harvest + Insightly

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Initiate a new project in Insightly when a new project is established in Harvest

Enable efficient tracking and reporting of projects by creating a new project in your relationship management software. This flow will initiate a new project in Insightly when a new project is established in Harvest.

How it works
  1. The flow triggers when a new project is created in Harvest.
  2. Zoho Flow creates a new project in Insightly.
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Initiate a new project in Insightly when a new project is established in Harvest

Harvest + Insightly

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Generate a new contact in Harvest each time a new contact is created in Insightly

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 Insightly.

How it works
  1. The flow triggers when a new contact is created in Insightly.
  2. Zoho Flow creates a new contact in Harvest.
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Generate a new contact in Harvest each time a new contact is created in Insightly

Insightly + Harvest

Build your own integrations between Insightly and Harvest

Connect Insightly and Harvest with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Insightly and Harvest using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New Task

Triggers when a new task is created

New Project

Triggers when a new project is created

New Opportunity

Triggers when a new opportunity is created

New Lead

Triggers when a new lead is created

New Organization

Triggers when a new organization is created

New Contact

Triggers when a new contact is created

Task created

Triggers when a new task is created

Estimate updated

Triggers when the details of an existing estimate are updated

Task updated

Triggers when an existing task is updated

Project updated

Triggers when the details of an existing project is updated

Invoice created

Triggers when a new invoice is created

Person added

Triggers when a new person is added

Contact created

Triggers when a new contact is created

Contact updated

Triggers when the details of an existing contact are updated

Invoice updated

Triggers when the details of an existing invoice are updated

Expense updated

Triggers when the details of an existing expense are updated

Project created

Triggers when a new project is created

Time entry created

Triggers when a new time entry is created for today

Client added

Triggers when a new client is added

Person assigned to project

Triggers when a person is assigned to a project

Expense created

Triggers when a new expense is created

Estimate created

Triggers when a new estimate is created

Client updated

Triggers when the details of an existing client are updated

Time entry updated

Triggers when an existing time entry is updated

Person updated

Triggers when the details of an existing person is updated

All Actions - Actions are the automated tasks

Create Project

Creates a new project

Create Contact

Creates a new contact

Create Lead

Creates a new lead

Create Task

Creates a new task

Create Organization

Creates a new organization

Create Opportunity

Creates a new opportunity

Add task to project

Adds a task to the selected project

Create estimate

Creates a new estimate

Create invoice payment

Creates a new invoice payment

Update estimate

Updates the details of an existing estimate

Create time entry

Creates a new time entry for today

Create task

Creates a new task

Update expense

Updates the details of an existing expense

Create person

Creates a new person

Update contact

Updates the details of an existing contact

Update time entry

Updates an existing time entry

Create contact

Creates a new contact

Create estimate item

Creates a new estimate item

Update task

Updates the details of an existing task

Add person to project

Adds a person to the selected project

Create expense

Creates a new expense

Update invoice

Updates the details of an existing invoice

Start timer

Starts timer for today in the selected project

Create project

Creates a new project

Update estimate status

Updates the details of an existing estimate status

Create invoice

Creates a new invoice

Create invoice item

Creates a new invoice item

Create client

Creates a new client

Update project

Updates the details of an existing project

Update client

Updates the details of an existing client

Stop timer

Stops timer for today

Update estimate item

Updates the details of an existing estimate item

Update invoice item

Updates the details of an existing invoice item

Update person

Updates the details of an existing person

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 invoice

Fetches the details of an existing invoice by ID

Fetch client by name

Fetches the details of an existing client

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

What is Insightly?

Insightly is a CRM and project management software. You can access everything about a lead from a single page, automate customer communication, and monitor your milestones, tasks, and even resources.

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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CEO, Lakeside CNC Group

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

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Technical and Operations Head, TruAct

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Technical Engineer, Master Liveaboards

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