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Harvest + Vtiger Integrations

Appy Pie Connect allows you to automate multiple workflows between Harvest and Vtiger

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Harvest

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 Vtiger

Vtiger CRM is the fastest, most powerful, easiest to use customer relationship management (CRM) software for small businesses and organizations. Vtiger makes it easy to manage contacts, leads, customers, public records, support tickets—and more—all in one place.

Vtiger Integrations
Vtiger Alternatives

Looking for the Vtiger Alternatives? Here is the list of top Vtiger Alternatives

  • Zoho CRM Zoho CRM
  • Salesforce Salesforce
  • Pipedrive Pipedrive

Best ways to Integrate Harvest + Vtiger

  • Harvest Vtiger

    Harvest + Vtiger

    Create Product to Vtiger from New User Assignment in Harvest Read More...
    Close
    When this happens...
    Harvest New User Assignment
     
    Then do this...
    Vtiger Create Product
  • Harvest Vtiger

    Harvest + Vtiger

    Create Event to Vtiger from New User Assignment in Harvest Read More...
    Close
    When this happens...
    Harvest New User Assignment
     
    Then do this...
    Vtiger Create Event
  • Harvest Vtiger

    Harvest + Vtiger

    Create Organization to Vtiger from New User Assignment in Harvest Read More...
    Close
    When this happens...
    Harvest New User Assignment
     
    Then do this...
    Vtiger Create Organization
  • Harvest Vtiger

    Harvest + Vtiger

    Create Service to Vtiger from New User Assignment in Harvest Read More...
    Close
    When this happens...
    Harvest New User Assignment
     
    Then do this...
    Vtiger Create Service
  • Harvest Vtiger

    Harvest + Vtiger

    Create Case to Vtiger from New User Assignment in Harvest Read More...
    Close
    When this happens...
    Harvest New User Assignment
     
    Then do this...
    Vtiger Create Case
  • Harvest {{item.actionAppName}}

    Harvest + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Harvest + Vtiger in easier way

It's easy to connect Harvest + Vtiger without coding knowledge. Start creating your own business flow.

    Triggers
  • 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.

  • Lead Created or Updated

    Triggers when a new lead is created or existing lead is updated.

  • New Case

    Triggers when a new Case created.

  • New Contact

    Triggers when a new Contact created.

  • New Event

    Triggers when a new Event created.

  • New Invoice

    Triggers when a new Invoice is created.

  • New Lead

    Triggers when a new Lead is created.

  • New Organization

    Triggers when a new Organization created.

  • New Product

    Triggers when a new Product created.

  • New Service

    Triggers when a new Service created.

  • New Ticket

    Triggers when a new Ticket is created.

  • New Todo

    Triggers when a new todo is created.

    Actions
  • Creates Timesheet Entry

    Creates a new timesheet entry for the current day.

  • Create Case

    Creates a new Case.

  • Create Event

    Create a new Event in Vtiger.

  • Create Organization

    Creates a new Organization/Account/Company.

  • Create Product

    Creates a new Product in Vtiger.

  • Create Project

    Creates a new project.

  • Create Service

    Creates a new Service item in Vtiger.

  • Create Ticket

    Creates a new Ticket.

  • Create Todo

    Create a new To do in Vtiger.

  • Create or Update Contact

    Triggers when a new contact is created or existing lead is updated.

  • Create or Update Lead

    Creates or updates lead.

  • Create or Update Product

    Creates a new product or updates an existing product in Vtiger.

  • Update Project

    Updates an existing project in Vtiger.

  • Update Todo

    Update a selected todo in vtiger.

How Harvest & Vtiger Integrations Work

  1. Step 1: Choose Harvest as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Vtiger as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Harvest to Vtiger.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Harvest and Vtiger

Harvest

Harvest is a web-based application that helps businesses manage their invoices and accounts receivables. Harvest’s main feature is the ability to upload each invoice in the form of a CSV file. In addition, it is possible to export data in a CSV format. The main features of Harvest are:

Advanced search options

Multiple currencies

Possibility to upload each invoice as a CSV file

Ability to export data in a CSV format

Ability to create invoices based on templates, or by entering data manually

Ability to send mail through an SMTP server directly from the application with an SMTP certificate

Ability to send invoices by email based on templates or manually entered data

Ability to track outstanding invoices, write-offs and mark invoices as paid

Billing for multiple people who share the same credit card

Ability to enter various expenses and assign them to a client or employee. Then, all expenses can be calculated at once.

Ability to create estimates based on templates, or by manually entering data. Estimates can be created in a batch, which lowers the risk of double entry error. These estimates will not appear in your accounting software until they have been converted into invoices. Before being converted, estimates act as notes for future reference. When converting estimates into invoices, there are various options available for customizing the invoice created. This includes the ability to add invoice lines and taxes if applicable. Harvest also displays statistics on estimates to see how many were converted into invoices, the total amount of estimated revenue, and an average conversion percentage.

The Harvest software works with the fplowing accounting software. FreshBooks, QuickBooks, Xero, Sage 50 and Microsoft Dynamics GP. It is also possible to integrate Harvest with Vtiger CRM. The integration between Harvest and Vtiger is performed via a plugin for both applications. This integration allows for the invoice data sent from Harvest to be automatically stored in Vtiger. Similarly, when receiving events from Vtiger, the information is automatically stored in Harvest.

Vtiger

Vtiger CRM is an open source customer relationship management system designed to manage contacts, leads, and clients. It works as an extension of an existing LAMP stack (Linux – Apache – MySQL – PHP. A LAMP stack is composed of different components that are used to develop dynamic websites and applications. A LAMP stack allows you to use PHP easily and quickly build a website that is easy to maintain. Using a LAMP stack also opens up many opportunities for integration with third-party applications such as WordPress, Magento, and Joomla. In addition, using a LAMP stack is not only useful for developing websites but also for developing custom applications such as a simple contact management system or advanced automated marketing software.

In terms of cost savings, a LAMP stack allows you to host your own servers instead of paying for hosting services offered by large companies like AWS. While using servers hosted by third parties may seem more convenient because customers do not need to purchase their own servers and perform server maintenance themselves, choosing self-hosting has its own advantages such as reduced cost due to fewer resources used per server and the option to scale up when needed. As well, self-hosting gives customers more contrp over their data and security systems than they would have otherwise had with third-party hosting providers. Self-hosted services are also easier to upgrade since the upgrades occur on your own servers rather than on someone else’s server. Another major advantage of self-hosting is the ability to access your data anytime anywhere since it is not stored on someone else’s hardware or cloud storage service. If something goes wrong with your site or service, you can fix it yourself instead of waiting for somebody else to help you out. However, if you are not familiar with setting up servers then it may be more convenient to work with a company that manages servers for you. The last point worth mentioning about self-hosting is that hosting your own servers will make it easier for you to integrate other applications with your software such as CRM or CMS systems. For example, you could use one server for storing your contact database, another for running WordPress blogs, and another for running other applications such as Slack or Salesforce.com. This way you do not need to purchase separate servers for each application and it will save you money in the long run.

The fplowing diagram shows how Vtiger integrates with Salesforce CRM:

The process to integrate Harvest and Vtiger 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.