Harvest + Quick Base Integrations
Appy Pie Connect allows you to automate multiple workflows between Harvest and Quick Base
- No code
- No Credit Card
- Lightning Fast Setup
10 Million man hours saved
Harvest is a cloud-based time tracking tool designed for businesses of all sizes. The solution provides timesheet and invoicing features for small businesses and freelancers. Key features include time and expense management, team management, project management, scheduling and invoicing.
About Quick Base
Quickbase provides a no-code operational agility platform that enables organizations to improve operations through real-time insights and automation across complex processes and disparate systems.
Quick Base IntegrationsBest ways to Integrate Harvest + Quick Base
-
When this happens...
New Project
Then do this...
Create Project
Asana is a great tool to be used as a project management tool. Now it is really easy for you to convert your Harvest data into Asana projects. . Once you've set up this Harvest-Asana integration, Appy Pie Connect will watch your Harvest account and whenever a new project is added to Harvest, it will be automatically added to Asana. This integration will keep your project management apps in sync without any coding.How Does It Work- A project is created in Harvest
- Appy Pie Connect adds a project in Asana
What You Need- Harvest account
- Asana account
-
Harvest + Google Sheets
Create a row in Google Sheets spreadsheet for new Harvest time entry Read More...When this happens...
New Timesheet Entry
Then do this...
Create Spreadsheet Row
Use Appy Pie Connect to start automatically uploading new time entries to a Google Sheets spreadsheet if you'd like your Harvest time entries to be sent somewhere else for further analysis or reporting. New time entries from that point on are inserted as new rows in a spreadsheet when you set up this Harvest-Google Sheets link.How It Works- A project is created in Harvest
- Appy Pie Connect adds a new row in a Google Sheets spreadsheet
What You Need- Harvest account
- Google Sheets account
-
Harvest + MailChimp
Automatically adds contacts to MailChimp list when they are created in Harvest Read More...When this happens...
New Contact
Then do this...
Add/Update Subscriber
This Connect Flow can be used to build your MailChimp lists automatically by adding anyone who creates a new contact in Harvest. Once you connect your Harvest and MailChimp accounts, all new contacts created in Harvest will be added to your MailChimp list automatically. No more copy and pasting. The benefit of this integration is the easy link to manage leads in your Mailchimp account directly from Harvest.How It Works- A project is created in Harvest
- Appy Pie Connect adds or updates subscribers in Mailchimp
What You Need- Harvest account
- Mailchimp account
-
When this happens...
New User Assignment
Then do this...
Create Draft
-
Harvest + Gmail
Send Email in Gmail when New User Assignment is created in Harvest Read More...When this happens...
New User Assignment
Then do this...
Send Email
-
When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Harvest + Quick Base without coding knowledge. Start creating your own business flow.
-
New Client
Triggers when you add a new client.
-
New Contact
Triggers when you add a new contact.
-
New Invoice
Triggers when you add a new invoice (with line item support).
-
New Invoice
Triggers when you add a new invoice.
-
New Person
Triggers when you add a new person.
-
New Project
Triggers when you add a new project.
-
New Task
Triggers when you add a new task.
-
New Timesheet Entry
Triggers when a new timesheet entry is created for today.
-
New User Assignment
Triggers when a person is assigned to a project.
-
New RecordTriggers when a new record is created.
-
Creates Timesheet Entry
Creates a new timesheet entry for the current day.
-
Create Record
Creates a new record in a Quick Base table.
-
Delete Record
Deletes a record in a Quick Base table.
-
Find or Create Record
Finds an existing record if exist otherwise creates a new record.
-
Update Record
Updates a record in a Quick Base table.
How Harvest & Quick Base Integrations Work
-
Step 1: Choose Harvest as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
-
Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
-
Step 3: Pick Quick Base as an action app and authenticate.
(30 seconds)
-
Step 4: Select a resulting action from the Action List.
(10 seconds)
-
Step 5: Select the data you want to send from Harvest to Quick Base.
(2 minutes)
-
Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Harvest and Quick Base
Harvest?
Harvest is a cloud-based software platform for small businesses. It helps them manage their finances, inventory and customer relationship management easily. Harvest provides everything they need to manage their business and helps them track their progress towards their goals. It includes tops like invoicing, time tracking, expense tracking and reporting in one place.
Quick Base?
Quick Base is an easy-to-use online database application used for creating customised apps. It allows companies to create their own applications for various tasks like managing employee data, streamlining email responses or generating sales leads. It provides an environment that makes it easy for anyone to develop software without any programming skills required.
Integration of Harvest and Quick Base
The integration of Harvest and Quick Base allows you to use the best features offered by both platforms. Harvest is a great top for small companies to manage their finances and invoicing while Quick Base gives you a platform to develop customised apps. With this integration, you can now use the Quick Base platform to create your own bespoke applications that meet your needs. Thus, you can have a complete suite of software to simplify your business operations. Here are some ways in which this integration can help you:
It allows you to quickly set up new clients with invoices on Quick Base using Harvest’s data import feature. You can also sync existing customers automatically when they pay the invoice. This makes it very easy for you to keep track of customer information using Quick Base. This helps you eliminate the need for manual entry which takes time and effort. This is particularly useful if you have multiple clients as it saves lots of time otherwise wasted on data entry.
Harvest has an excellent feature that allows you to send reports automatically based on data entered in Quick Base. This means that once a sale is made, the invoice shows up automatically on Quick Base where it can be sent directly to your client. This eliminates the need for manual entry which would take up too much time if done manually and may lead to errors.
Quick Base helps you streamline your sales pipeline and forecast revenue using its built-in analytics features. You can also set up automated emails for different stages in the sales funnel, which will remind your sales team to fplow up with potential clients at the right time. This helps you stay in touch with your clients so that they do not forget about you and are more likely to return to you when they are ready to buy.
The integration of Harvest and Quick Base allows you to customise Quick Base to suit the needs of your business. Some of the common customisations include. Adding fields into Quick Base based on what you need Adding additional pages to cplect information from clients Adding buttons to existing forms to prompt clients to register their credit card information or provide additional information
Benefits of Integration of Harvest and Quick Base
The process to integrate Harvest and Pipedrive may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.
