Integrate Pipedrive with Harvest

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

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Create an invoice in Harvest for newly acquired deals in Pipedrive

Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will create a fresh invoice in Harvest for every finalised deal in Pipedrive.

How it works
  1. The flow triggers when any detail of an existing deal is updated in Pipedrive.
  2. Zoho Flow creates a new invoice in Harvest.
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Create an invoice in Harvest for newly acquired deals in Pipedrive

Pipedrive + Harvest

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Supported triggers and actions

Integrate Pipedrive and Harvest using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Activity updated

Triggers when any detail of an existing activity is updated

Organization created

Triggers when a new organization is created

Deal created

Triggers when a new deal is created

Deal updated

Triggers when any detail of an existing deal is updated

Activity created

Triggers when a new activity is created

Note added

Triggers when a new note is added

Pipeline created

Triggers when a new pipeline is created

Contact person updated

Triggers when any detail of an existing contact person is updated

Pipeline stage created

Triggers when a new pipeline stage is created

Contact person created

Triggers when a new contact person is created

Note updated

Triggers when an existing note is updated

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

Update deal

Updates the details of an existing deal

Create contact person

Creates a new contact person for the selected organization

Create deal

Creates a new deal

Create product

Creates a new product

Create lead

Creates a new lead

Create organization

Creates a new organization

Create activity

Creates a new activity

Create notes

Creates a new note for the selected lead, deal, person, or organization

Update contact person

Updates the details of an existing contact person

Update organization

Updates the details of an existing organization

Update activity

Updates the details of an existing activity

Update notes

Updates the details of an existing note

Update lead

Updates the details of an existing lead

Update product

Updates the details of an existing product

Fetch organization by name

Fetches the details of an existing organization by name

Fetch person by phone number

Fetches the details of an existing person by phone number

Fetch activity

Fetches the details of an existing user activity

Fetch product by name

Fetches the details of an existing product by name

Fetch person by email address

Fetches the details of an existing person by email address

Fetch deal by ID

Fetches the details of an existing deal by ID

Fetch person by ID

Fetches the details of an existing person record by ID

Fetch organization by ID

Fetches the details of an existing organization by ID

Fetch user by name

Fetches the details of an existing user by name

Fetch lead

Fetch the details of an existing lead by ID or title

Fetch deal by title

Fetches the details of an existing deal by title

Fetch person by name

Fetches the details of an existing person record by name

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 Pipedrive?

Pipedrive is a CRM and pipeline management tool. You can set activities and goals, forecast with built in features, accurately measure your sales with customized reports, and switch to different languages and currencies.

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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