Integration

Connect Harvest to noCRM.io

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

Harvest16 triggersHarvest12 actionsnoCRM.io8 triggersnoCRM.io16 actions

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What do you want Harvest and noCRM.io 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 noCRM.io

Triggers and actions 24 triggers · 28 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
Trigger
Lead Status Changed
Triggers when a specific status of the lead is changed.
Trigger
New Client Folder
Triggers when a client folder is created.
Trigger
New Deleted Lead
Triggers when a lead is deleted. This trigger only works for Expert edition and above .
Trigger
New Lead
Triggers when a lead is created.
Trigger
New Lead Assigned
Triggers when a lead is assigned or re-assigned to someone. This trigger only works for Expert edition and above .
Trigger
New Lead Comment
Triggers when a lead is comment on. This trigger only works for Expert edition and above .
Trigger
New Lead Content or Title Changed
Triggers when the content or the title of a lead is updated. This trigger only works for Expert edition and above .
Trigger
New Prospect
Triggers when a prospect is created in any prospecting list or in a specific one. This trigger only works for Expert edition and above .
Action
Add Attachment
Add an attachment to a lead
Action
Add Comment
Create a comment on a specific lead based on the parameters given. This action only works for Expert edition and above .
Action
Add Tags
Create a new tag on a specific lead based on the parameters given. This action only works for Expert edition and above .
Action
Assign Lead
Assign the lead to a user
Action
Call Simplified API
Call our simplified API to interact with your data
Action
Change Lead's Title
Change the title of a lead
Action
Change Status
Change the status of a lead to Standby, Won, Cancelled or Lost
Action
Change Step
Change the step of a lead
Action
Create Lead
Creates a new lead.
Action
Create Prospect
Create a prospect on a specific prospecting list based on the data given. This action only works for Expert edition and above .
Action
Delete Lead
Moves a lead to the trash.
Action
Find Lead
Finds a lead from an email address.
Action
Get Lead
Look up one lead by its id and return its full details, including its status, reminder, amount, owner and your account's own custom fields.
Action
Log an Activity
Log an activity on a specific lead based on the parameters given. This action only works for Expert edition and above .
Action
Set Amount and Probability
Set the amount and the probability of a lead
Action
Set the Estimated Closing Date
Set the estimated closing date on a lead

Each app on its own

The other way round: noCRM.io to Harvest