Integrate Wealthbox CRM with Harvest

Send information between Wealthbox CRM 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 as soon as a task is created in Wealthbox CRM

Track the time spent on each task by creating a record in your time tracking application. This flow will create a task in Harvest as soon as a task is created in Wealthbox CRM.

How it works
  1. The flow triggers when a new task is created in Wealthbox CRM.
  2. Zoho Flow creates a new task in Harvest.
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Create a task in Harvest as soon as a task is created in Wealthbox CRM

Wealthbox CRM + Harvest

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Create a new contact in Harvest whenever a new contact is created in Wealthbox CRM

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

How it works
  1. The flow triggers when a new contact is created in Wealthbox CRM.
  2. Zoho Flow creates a new contact in Harvest.
+

Create a new contact in Harvest whenever a new contact is created in Wealthbox CRM

Wealthbox CRM + Harvest

Build your own integrations between Wealthbox CRM and Harvest

Connect Wealthbox CRM 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 Wealthbox CRM and Harvest using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New event

Triggers when a new event is created

New task

Triggers when a new task is created

New comment

Triggers when a new comment is created

Completed task

Triggers when a task is completed

New note

Triggers when a new note is created

New workflow

Triggers when a new workflow is created

New project

Triggers when a new project is created

New contact

Triggers when a new contact is created

New opportunity

Triggers when a new opportunity 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 note

Creates a new note

Create event

Creates a new event

Create task

Creates a new task

Create contact

Creates a new contact

Create project

Creates a new project

Create opportunity

Creates a new opportunity

Fetch contact

Fetches a contact by email

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 Wealthbox CRM?

Wealthbox CRM is a web-based tool for financial advisors. You can link tasks to contacts or opportunities, collaborate on projects, and manage events.

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.

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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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

Rahul Roushan

CEO, OpIndia

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

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