Integrating Salesforce with Harvest by AI Agents and Assistants
Appy Pie Automate allows you to automate multiple workflows between Salesforce and Harvest
- No credit card required
- 7 days free trial
- Lightning Fast Setup
20 Million man hours saved
Award Winning App Integration Platform
Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.
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.
Integrations for HarvestLooking for the Harvest Alternatives? Here is the list of top Harvest Alternatives
-
![Toggl Integration]()
Toggl
-
![Time Doctor Integration]()
Time Doctor
-
![RescueTime Integration]()
RescueTime
-
![Kanban Integration]()
Kanban
-
![Microsoft To-Do Integration]()
Microsoft To-Do
-
![Timely by Memory Integration]()
Timely by Memory
It's easy to connect Salesforce + Harvest without coding knowledge. Start creating your own business flow.
- Triggers
-
New AccountTriggers the moment a new account is created.
-
New Attachment
Triggers when a new attachment is created.
-
New Case
Triggers whenever a new case is created in your account.
-
New Contact
Triggers upon the creation of a new contact.
-
New Event
Triggers upon the creation of a new event.
-
New Lead
Triggers the moment there is a new lead in your account.
-
New Opportunity
Triggers upon the creation of a new opportunity.
-
New Product
Triggers upon the creation of a new product.
-
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
-
New Task
Triggers whenever a new task is created in your account.
-
Opportunity Stage Change
Triggers whenever the stage of an opportunity is changed.
-
Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
-
New ClientTriggers 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.
- Actions
-
Create Attachment
Create a new attachment (max 25 mb)
-
Create Contact
Create a new contact.
-
Create Custom Object
Create a new custom object as per your choice.
-
Create Event
Create a new event.
-
Create Lead
Create a new lead.
-
Create Opportunity
Create a new opportunity.
-
Create Record
Creates a record.
-
Update Contact
Update an existing contact.
-
Update Record
Updates a existing record.
-
Creates Timesheet Entry
Creates a new timesheet entry for the current day.
How Salesforce & Harvest Integrations Work
-
Step 1: Choose Salesforce as a trigger app and authenticate it on Appy Pie Automate.
(30 seconds)
-
Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
-
Step 3: Pick Harvest 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 Salesforce to Harvest.
(2 minutes)
-
Your Connect is ready! It's time to start enjoying the benefits of workflow automation.