Connect Salesforce to Harvest

Both apps 39Salesforce 11Harvest 28

• Trigger
  New object record

  Polling trigger: fires for each new record created in the specified SObject type. Polls SOQL ordered by CreatedDate descending.

• Trigger
  New or updated object record

  Polling trigger: fires for each record created or modified in the specified SObject type. Polls SOQL ordered by SystemModstamp descending.

• Action
  Create object record

  Creates a new record of the specified SObject type (standard or custom, e.g. Account, Contact, Lead, Opportunity, Case, or MyObject__c) with the supplied field values.

• Action
  Delete object record

  Deletes an existing SObject record by object type and record ID.

• Action
  Describe object

  Returns the full field and metadata description (describe) for an SObject type — useful for discovering available fields and their API names.

• Action
  Find most recent created or updated record

  Returns the single most recently created or last-modified record for the specified SObject type (ordered by SystemModstamp DESC, LIMIT 1).

• Action
  Find object records

  Finds matching records for an SObject type by a field/value equality match via SOQL. Returns Id and the requested fields for all matches.

• Action
  Get object record

  Retrieves a single SObject record by object type and record ID. Optionally restrict returned fields with a comma-separated 'fields' list.

• Action
  List objects

  Lists all available SObject types (standard and custom) on the org.

• Action
  SOQL query

  Executes a SOQL query against the org and returns matching records. Example: SELECT Id, Name FROM Account WHERE CreatedDate = TODAY.

• Action
  Update object record

  Updates an existing SObject record by object type and record ID with the supplied field values. Salesforce returns no body on success (HTTP 204).

• 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

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