Use Zoho Flow to integrate PipelineDeals with Harvest, in atleast 224 different ways, without writing code. Automate any tasks that keep you away from what you do best.
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All Triggers - A trigger kickstarts the flow
Updated deal status
Triggers when the status of an existing deal is updated
New person, lead, or contact
Triggers when a new person, lead, or contact is created
New deal
Triggers when a new deal is created
Updated deal stage
Triggers when a deal is moved from one stage to another
Project created
Triggers when a new project is created
Task updated
Triggers when an existing task is updated
Contact created
Triggers when a new contact is created
Contact updated
Triggers when the details of an existing contact are updated
Client added
Triggers when a new client is added
Person added
Triggers when a new person is added
Expense updated
Triggers when the details of an existing expense are updated
Person assigned to project
Triggers when a person is assigned to a project
Estimate updated
Triggers when the details of an existing estimate are updated
Time entry updated
Triggers when an existing time entry is updated
Client updated
Triggers when the details of an existing client are updated
Person updated
Triggers when the details of an existing person is updated
Invoice updated
Triggers when the details of an existing invoice are updated
Time entry created
Triggers when a new time entry is created for today
Task created
Triggers when a new task is created
Estimate created
Triggers when a new estimate is created
Expense created
Triggers when a new expense is created
Invoice created
Triggers when a new invoice is created
Project updated
Triggers when the details of an existing project is updated
All Actions - Action are the automated tasks
Create activity
Creates a new activity associated with an existing person, company, or deal
Create task
Creates a new calendar task
Add person
Adds a new person
Create deal
Creates a new deal
Update time entry
Updates an existing time entry
Start timer
Starts timer for today in the selected project
Create contact
Creates a new contact
Update invoice
Updates the details of an existing invoice
Update expense
Updates the details of an existing expense
Create invoice payment
Creates a new invoice payment
Create person
Creates a new person
Update contact
Updates the details of an existing contact
Create invoice
Creates a new invoice
Add task to project
Adds a task to the selected project
Create client
Creates a new client
Create estimate
Creates a new estimate
Add person to project
Adds a person to the selected project
Create estimate item
Creates a new estimate item
Update estimate
Updates the details of an existing estimate
Update task
Updates the details of an existing task
Update client
Updates the details of an existing client
Create time entry
Creates a new time entry for today
Create expense
Creates a new expense
Create invoice item
Creates a new invoice item
Create project
Creates a new project
Update project
Updates the details of an existing project
Create task
Creates a new task
Update estimate item
Updates the details of an existing estimate item
Update invoice item
Updates the details of an existing invoice item
Update person
Updates the details of an existing person
Stop timer
Stops timer for today
Fetch expense
Fetches the details of an existing expense by ID
Fetch estimate
Fetches the details of an existing estimate by ID
Fetch client by name
Fetches the details of an existing client
Fetch contact
Fetches the details of an existing contact by ID
Fetch project
Fetches the details of the specified project
Fetch client
Fetches the details of the specified client
Fetch task
Fetches the details of an existing task by ID
Fetch time entry
Fetches the details of an existing time entry by ID
Fetch person
Fetches the details of an existing person by ID
Fetch invoice
Fetches the details of an existing invoice by ID
What is Zoho Flow?
Zoho Flow is an integration platform that helps you connect your apps without any code. Automate complex business workflows within minutes. Set a trigger, add actions, use Delays and Decisions to create your entire workflow on an easy to use builder.
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