Integration

Connect Harvest to ChartMogul

When something happens in Harvest, your agent does the next thing in ChartMogul. Describe it in plain language and the automation is built, tested on every branch and kept running.

Harvest16 triggersHarvest12 actionsChartMogul24 actions

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What do you want Harvest and ChartMogul to do together?

Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.

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Everything your agent can do with Harvest and ChartMogul

Triggers and actions 16 triggers · 36 actions

Trigger
Invoice Paid
Triggers when an invoice is fully paid.
Trigger
Invoice Sent
Triggers when an invoice is sent or marked as sent.
Trigger
New Client
Triggers when a new client is added.
Trigger
New Contact
Triggers when new contact is added.
Trigger
New Expense
Triggers when a new expense is added.
Trigger
New Invoice
Triggers when an invoice is created.
Trigger
New Project
Triggers when a project is created.
Trigger
New Task
Triggers when a new task is added.
Trigger
New Time Entry
Triggers when a time entry is created.
Trigger
New User
Triggers when a new User is added.
Trigger
New User Assignment
Triggers when a user is assigned to a project.
Trigger
Timer Started
Triggers when a timer is started.
Trigger
Timer Stopped
Triggers when a timer is stopped.
Trigger
Updated Client
Triggers when a client is updated.
Trigger
Updated Invoice
Triggers when an invoice is updated.
Trigger
Updated Time Entry
Triggers when a time entry is updated.
Action
Create Client
Creates a Client
Action
Create Contact
Creates a Contact
Action
Create Project
Creates a Project
Action
Create Task
Creates a Task and optionally assigns it to a project
Action
Create Time Entry
Creates a Time Entry with duration
Action
Create Time Entry (Start & End Times)
Creates a Time Entry with start and end times
Action
Find Client
Finds a client by name or ID
Action
Find Invoice
Finds an invoice by ID
Action
Find Project
Finds a project by name
Action
Find Task
Finds a task by name
Action
Start Timer
Creates and starts a timer for a given date
Action
Stop Timer
Stops any running timers
Action
Add a Custom Attribute to a Customer via Email
Adds a custom attribute to every ChartMogul customer with the given email address.
Action
Add a Custom Attribute to a Customer via External ID
Adds a custom attribute to the ChartMogul customer with the given external ID. Looks the customer up by external ID first, then writes the attribute.
Action
Add a Custom Attribute to a Customer via UUID
Adds a custom attribute to one ChartMogul customer, identified by ChartMogul's customer ID.
Action
Add Tags to a Customer via Email
Adds one or more tags to every ChartMogul customer with the given email address.
Action
Add Tags to a Customer via External ID
Adds one or more tags to the ChartMogul customer with the given external ID. Looks the customer up by external ID first, then writes the tags.
Action
Add Tags to a Customer via UUID
Adds one or more tags to one ChartMogul customer, identified by ChartMogul's customer ID.
Action
Create a Contact
Creates a contact person on a ChartMogul customer.
Action
Create a Customer
Creates a new customer in ChartMogul under one of your data sources.
Action
Create an Opportunity
Creates a sales opportunity (deal) on a ChartMogul customer.
Action
Create a Note or Call Log
Logs a note or a call against a ChartMogul customer.
Action
Create a Task
Creates a task on a ChartMogul customer and assigns it to a team member.
Action
List Customer's Opportunities
Returns the sales opportunities (deals) on a ChartMogul customer.
Action
List Customer's Tasks
Returns the tasks on a ChartMogul customer.
Action
Merge Customers
Merges one ChartMogul customer into another. Identify each side either by its ChartMogul ID or by your own external ID plus its data source.
Action
Retrieve a Customer Profile
Returns one ChartMogul customer's full profile, including its tags and custom attributes.
Action
Retrieve a Metric
Returns one ChartMogul subscription metric over a date range, such as MRR, ARR, customer count or churn rate.
Action
Search Contacts
Finds ChartMogul contacts by email, customer or data source.
Action
Search for Customer via Email
Finds ChartMogul customers by email address.
Action
Search for Customer via External ID
Finds ChartMogul customers by the ID they carry in your own billing system.
Action
Update a Contact
Updates a ChartMogul contact. Only the fields you fill in are changed.
Action
Update a Customer
Updates a ChartMogul customer. Only the fields you fill in are changed.
Action
Update an Opportunity
Updates a ChartMogul sales opportunity. Only the fields you fill in are changed.
Action
Update a Note or Call Log
Updates a note or call log on a ChartMogul customer. Only the fields you fill in are changed.
Action
Update a Task
Updates a task on a ChartMogul customer. Only the fields you fill in are changed.

Each app on its own

The other way round: ChartMogul to Harvest