Integration

Connect Myphoner to Harvest

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

Myphoner11 triggersMyphoner14 actionsHarvest16 triggersHarvest12 actions

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What do you want Myphoner and Harvest 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 Myphoner and Harvest

Triggers and actions 27 triggers · 26 actions

Trigger
Archived Lead
Triggers when a lead is archived (marked 'archive').
Trigger
Call Back
Triggers when a lead is marked for 'call back'.
Trigger
Lead updated (instant)
Fires when a lead's information is updated by an agent (webhook event: lead_updated).
Trigger
Lost Lead
Triggers when a lead is lost (marked 'loser').
Trigger
New call (instant)
Fires when a new call is conducted (webhook event: new_call).
Trigger
New call recording (instant)
Fires when a new call recording becomes available (webhook event: new_recording).
Trigger
New comment (instant)
Fires when a new comment is created for a lead (webhook event: new_comment).
Trigger
New lead (instant)
Fires when a new lead is created in Myphoner (webhook event: lead_created).
Trigger
New Winner
Triggers when a lead is won.
Trigger
Text message received (instant)
Fires when a text message is received from a lead (webhook event: inbound_text).
Trigger
Text message sent (instant)
Fires when a text message is sent to a lead (webhook event: text).
Action
Archive a lead
Archives a lead in Myphoner, optionally recording a comment and archive category, or scheduling the lead to come back for a call later.
Action
Create a list
Creates a new lead list in Myphoner, optionally defining its columns.
Action
Create Lead
Creates a lead in a Myphoner list. The lead's fields are the columns defined on the chosen list.
Action
Find Lead
Searches Myphoner for a lead matching your text and returns the first match, optionally limited to certain lists.
Action
Get a lead
Returns one Myphoner lead by its ID, including every column defined on the lead's list.
Action
Get a list
Returns one Myphoner list by its ID, with its name, lead count and the categories configured for each lead state.
Action
List leads
Returns a page of leads from a Myphoner list, newest-updated first when you ask for that order.
Action
List lists
Returns every lead list in the Myphoner account, with each list's name, ID and lead count.
Action
Mark Lead as Loser
Marks a Myphoner lead as lost, optionally recording a comment and loser category or scheduling it to come back for a call later.
Action
Mark Lead as Winner
Marks a Myphoner lead as won, optionally recording a comment and winner category or scheduling it to come back for a call later.
Action
Mark Lead for Call Back
Schedules a Myphoner lead for a call back, optionally recording a comment and category and setting when the lead should come back.
Action
Move a lead to another list
Moves a Myphoner lead into a different list, optionally releasing it back to the calling queue.
Action
Search for Lead
Searches Myphoner leads for your text and returns every match, optionally limited to certain lists.
Action
Update Lead
Updates a lead in Myphoner. Only the fields you fill in are changed; the lead's fields are the columns defined on its list.
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

Each app on its own

The other way round: Harvest to Myphoner