Integrating Harvest with Colligso TextIn by AI Agents and Assistants
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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.
About Colligso TextIn
Colligso enables businesses to grow profitably by providing an easy to use and integrated platform to create and cultivate digital customer relationships. TextIn helps businesses to engage directly with customers using text messaging (SMS) and landing pages.
Integrations for Colligso TextInIt's easy to connect Harvest + Colligso TextIn 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 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.
- Actions
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Creates Timesheet Entry
Creates a new timesheet entry for the current day.
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Create CustomerImport Customer from other app to your Colligso account. Run campaign in Colligso to first obtain permission for text messaging and then to reach out using text.
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Create Order
Create order in Colligso so customer can be added to appropriate remarketing segments. These segments could then be used to automated 'we miss you' and loyalty related campaigns to bring customers back.
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Get Permission
Get opt-in for marketing
How Harvest & Colligso TextIn Integrations Work
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Step 1: Choose Harvest as a trigger app and authenticate it on Appy Pie Automate.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Colligso TextIn 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 Colligso TextIn.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.