Agile CRM + Harvest Integrations

How to connect Agile CRM + Harvest

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Supported triggers and actions

What does this mean?

Changed Deal Milestone
Triggers when a Deal reaches a specific milestone you choose.
Trigger
Scheduled
Changing Any Deal Milestone
Changing any milestone in Agile CRM should be triggered.
Trigger
Instant
New Case
Triggers when a new case is added in Agile CRM.
Trigger
Scheduled
New Contact
Triggers when a new contact is add in AgileCRM.
Trigger
Scheduled
New Deal
Triggers when a new Deal is added in AgileCRM.
Trigger
Scheduled
New Event
Triggers when a new event is created in Agile CRM.
Trigger
Scheduled
New Ticket
Triggers when a new ticket is added in Agile CRM.
Trigger
Scheduled
New Task
Triggers when a new task is added in the Agile CRM.
Trigger
Scheduled
Agile CRM
Triggers when a tag is added to contact in AgileCRM.
Scheduled
Trigger
Agile CRM
Subscribe to a Campaign.
Scheduled
Action
Agile CRM
Add a Note to the Contact.
Scheduled
Action
Agile CRM
Add Score to a Contact in the AgileCRM.
Scheduled
Action
Agile CRM
Add Tag to a Contact in the Agile CRM.
Scheduled
Action
Agile CRM
Create a New Company.
Scheduled
Action
Agile CRM
Creates New Contact in the Agile CRM.
Scheduled
Action
Agile CRM
Create a deal in the Agile CRM.
Scheduled
Action
Agile CRM
Create event an event in Agile CRM.
Scheduled
Action
Agile CRM
Creates Ticket in the Agile CRM.
Scheduled
Action
Agile CRM
Create a Task for the Contact.
Scheduled
Action
Agile CRM
Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
Scheduled
Action
Harvest
Triggers when a person is assigned to a project.
Scheduled
Trigger
Harvest
Triggers when you add a new client.
Scheduled
Trigger
Harvest
Triggers when you add a new contact.
Scheduled
Trigger
Harvest
Triggers when you add a new invoice.
Scheduled
Trigger
Harvest
Triggers when you add a new invoice (with line item support).
Scheduled
Trigger
Harvest
Triggers when you add a new person.
Scheduled
Trigger
Harvest
Triggers when you add a new project.
Scheduled
Trigger
Harvest
Triggers when you add a new task.
Scheduled
Trigger
Harvest
Triggers when a new timesheet entry is created for today.
Scheduled
Trigger
Harvest
Adds a new client.
Scheduled
Action
Harvest
Adds a new contact.
Scheduled
Action
Harvest
Creates a project.
Scheduled
Action
Harvest
Creates and starts a timer for the current day.
Scheduled
Action
Harvest
Stops the timer for the current day (if one is running).
Scheduled
Action
Harvest
Adds a new task.
Scheduled
Action
Harvest
Creates a new timesheet entry for the current day.
Scheduled
Action

How Agile CRM + Harvest Integrations Work

Step 1: Authenticate Agile CRM and Harvest.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Agile CRM + Harvest

About Agile CRM

Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.