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What do you want Harvest and 5pm to do together?
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Triggers and actions 23 triggers ยท 33 actions
Trigger
Invoice PaidTriggers when an invoice is fully paid.
Trigger
Invoice SentTriggers when an invoice is sent or marked as sent.
Trigger
New ClientTriggers when a new client is added.
Trigger
New ContactTriggers when new contact is added.
Trigger
New ExpenseTriggers when a new expense is added.
Trigger
New InvoiceTriggers when an invoice is created.
Trigger
New ProjectTriggers when a project is created.
Trigger
New TaskTriggers when a new task is added.
Trigger
New Time EntryTriggers when a time entry is created.
Trigger
New UserTriggers when a new User is added.
Trigger
New User AssignmentTriggers when a user is assigned to a project.
Trigger
Timer StartedTriggers when a timer is started.
Trigger
Timer StoppedTriggers when a timer is stopped.
Trigger
Updated ClientTriggers when a client is updated.
Trigger
Updated InvoiceTriggers when an invoice is updated.
Trigger
Updated Time EntryTriggers when a time entry is updated.
Action
Create ClientCreates a Client
Action
Create ContactCreates a Contact
Action
Create ProjectCreates a Project
Action
Create TaskCreates a Task and optionally assigns it to a project
Action
Create Time EntryCreates a Time Entry with duration
Action
Create Time Entry (Start & End Times)Creates a Time Entry with start and end times
Action
Find ClientFinds a client by name or ID
Action
Find InvoiceFinds an invoice by ID
Action
Find ProjectFinds a project by name
Action
Find TaskFinds a task by name
Action
Start TimerCreates and starts a timer for a given date
Action
Stop TimerStops any running timers
Trigger
New ProgressTriggers when a new task progress is created.
Trigger
New ProjectFires when a new project is created in 5pm (poll ProjectsService getList).
Trigger
New TaskTriggers when a new support task is created.
Trigger
New UserTriggers when a new support user is created.
Trigger
Updated ProjectFires when a project is updated in 5pm (poll ProjectsService getList).
Trigger
Updated TaskTriggers when a new support task is updated.
Trigger
Updated UserTriggers when a new support user is updated.
Action
Add Task ProgressAdd Task Progress (progress in percent and house down).
Action
Add UserCreate a new user in the 5pm account (UsersService add).
Action
Create NoteCreates a new note in task.
Action
Create ProjectCreates a new project.
Action
Create TaskAction
Delete NoteRemove an activity note/progress message (ActivityService remove).
Action
Delete ProjectRemove a project (ProjectsService remove).
Action
Delete TaskRemove a task from a 5pm project (TasksService remove).
Action
Delete UserRemove a user from the account (UsersService remove).
Action
Find Project by IdRetrieve a single project by its id (ProjectsService getById).
Action
Find TaskFinds a task in the application.
Action
Find Task by IdFinds a task by Id in the application.
Action
Find User by EmailRetrieve a user by their email address (UsersService getByEmail).
Action
Find User by IdFinds a user by Id in the system.
Action
List NotesList activity notes/progress messages on a task (ActivityService getList).
Action
List ProjectsList all projects in the account (ProjectsService getAll/getList).
Action
List UsersList all users in the account (UsersService getAll).
Action
Update NoteUpdate an activity note/progress message (ActivityService update).
Action
Update ProjectUpdate a project's fields (ProjectsService update).
Action
Update TaskUpdate task in the application.
Action
Update UserUpdate a user's fields (UsersService update).
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.