Harvest + UPilot Integrations
Integrate Harvest with UPilot to automate your tasks, leaving you more time to focus on business-critical processes.
Schedule a demo, to find out how the Harvest to UPilot integration helps boost your business’ efficiency.
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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.
UPilot is a simple and effective Sales CRM tool with features like role-based access and control, email tracking, and revenue forecast.
UPilot IntegrationsIt's easy to connect Harvest + UPilot without coding knowledge. Start creating your own business flow.
- Triggers
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New ClientTriggers when you add a new client.
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New ContactTriggers when you add a new contact.
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New InvoiceTriggers when you add a new invoice (with line item support).
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New InvoiceTriggers when you add a new invoice.
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New PersonTriggers when you add a new person.
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New ProjectTriggers when you add a new project.
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New TaskTriggers when you add a new task.
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New Timesheet EntryTriggers when a new timesheet entry is created for today.
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New User AssignmentTriggers when a person is assigned to a project.
- Actions
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Creates Timesheet EntryCreates a new timesheet entry for the current day.
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