Harvest + Vtiger Integrations
Appy Pie Connect allows you to automate multiple workflows between Harvest and Vtiger
- 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 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 IntegrationsLooking for the Vtiger Alternatives? Here is the list of top Vtiger Alternatives
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Zoho CRM
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Best ways to Integrate Harvest + Vtiger
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When this happens...
New User Assignment
Then do this...
Create Product
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When this happens...
New User Assignment
Then do this...
Create Event
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Harvest + Vtiger
Create Organization to Vtiger from New User Assignment in Harvest Read More...When this happens...
New User Assignment
Then do this...
Create Organization
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When this happens...
New User Assignment
Then do this...
Create Service
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When this happens...
New User Assignment
Then do this...
Create Case
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect Harvest + Vtiger without coding knowledge. Start creating your own business flow.
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New Client
Triggers when you add a new client.
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New Contact
Triggers when you add a new contact.
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New Invoice
Triggers when you add a new invoice (with line item support).
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New Invoice
Triggers when you add a new invoice.
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New Person
Triggers when you add a new person.
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New Project
Triggers when you add a new project.
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New Task
Triggers when you add a new task.
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New Timesheet Entry
Triggers when a new timesheet entry is created for today.
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New User Assignment
Triggers when a person is assigned to a project.
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Lead Created or Updated
Triggers when a new lead is created or existing lead is updated.
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New Case
Triggers when a new Case created.
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New Contact
Triggers when a new Contact created.
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New Event
Triggers when a new Event created.
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New Invoice
Triggers when a new Invoice is created.
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New Lead
Triggers when a new Lead is created.
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New Organization
Triggers when a new Organization created.
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New Product
Triggers when a new Product created.
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New Service
Triggers when a new Service created.
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New Ticket
Triggers when a new Ticket is created.
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New Todo
Triggers when a new todo is created.
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Creates Timesheet Entry
Creates a new timesheet entry for the current day.
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Create Case
Creates a new Case.
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Create Event
Create a new Event in Vtiger.
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Create Organization
Creates a new Organization/Account/Company.
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Create Product
Creates a new Product in Vtiger.
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Create Project
Creates a new project.
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Create Service
Creates a new Service item in Vtiger.
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Create Ticket
Creates a new Ticket.
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Create Todo
Create a new To do in Vtiger.
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Create or Update Contact
Triggers when a new contact is created or existing lead is updated.
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Create or Update Lead
Creates or updates lead.
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Create or Update Product
Creates a new product or updates an existing product in Vtiger.
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Update Project
Updates an existing project in Vtiger.
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Update Todo
Update a selected todo in vtiger.
How Harvest & Vtiger Integrations Work
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Step 1: Choose Harvest as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Vtiger as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Harvest to Vtiger.
(2 minutes)
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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.
