Connect Harvest to Ortto

Both apps 42Harvest 28Ortto 14

• 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
  Fields Updated

  Triggers when the specified field(s) of a record have been updated in your Ortto account.

• Trigger
  New Activity Occurred

  Triggers when a new Ortto activity occurs.

• Trigger
  New Record Created

  Triggers when a new record (contact or organization) has been added to your Ortto account.

• Trigger
  Tag Added/Removed

  Triggers when a tag has beed added to, or removed from, a record.

• Action
  Add Custom Field

  Create a new custom field on the person or organization schema in Ortto. Endpoint: POST /v1/custom-field/create. Vendor doc: https://help.ortto.com/developer/latest/api-reference/custom-field/

• Action
  Create Record

  Create a new record (person, organization), or update an existing record in your Ortto account.

• Action
  Delete Record

  Archive, restore, or permanently delete a person or organization record in Ortto. Endpoint: POST /v1/person/delete (and /v1/organization/delete for accounts). Vendor doc: https://help.ortto.com/a-260-archive-restore-and-delete-people-archive-restore-delete

• Action
  Get Record

  Fetches one or more people, or one or more accounts, by their Ortto ids, returning whichever fields you ask for.

• Action
  List Activities

  Retrieve the activity feed for a given contact in Ortto. Endpoint: POST /v1/person/activities/list (activity log for a contact ID). Vendor doc: https://help.ortto.com/a-773-retrieve-activity-feed-for-a-given-contact

• Action
  Opt Out From SMS

  Opt out a person from all SMS communications.

• Action
  Search or Create Records

  Search your Ortto data for a record based on the provided field or optionally create one if none is found.

• Action
  Tag/Untag Records

  Adds or removes tags on a person or an account in Ortto, matching the record by email address or account name.

• Action
  Unsubscribe a Person

  Unsubscribe a person from all emails.

• Action
  Update Audience Subscription

  Subscribe or unsubscribe a person to/from an Ortto audience. Endpoint: POST /v1/audience/subscribe. Vendor doc: https://help.ortto.com/developer/latest/api-reference/audiences/

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.