• Harvest logoHarvest logo
  • Copper logoCopper logo

Harvest + Copper Integrations

How to connect Harvest + Copper

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  • Harvest triggers, actions, and search
    New User Assignment
    Triggers when a person is assigned to a project.
    Trigger
    Scheduled
  • Harvest triggers, actions, and search
    New Client
    Triggers when you add a new client.
    Trigger
    Scheduled
  • Harvest triggers, actions, and search
    New Contact
    Triggers when you add a new contact.
    Trigger
    Scheduled
  • Harvest triggers, actions, and search
    New Invoice
    Triggers when you add a new invoice.
    Trigger
    Scheduled
  • Harvest triggers, actions, and search
    New Invoice
    Triggers when you add a new invoice (with line item support).
    Trigger
    Scheduled
  • Harvest triggers, actions, and search
    New Person
    Triggers when you add a new person.
    Trigger
    Scheduled
  • Harvest triggers, actions, and search
    New Project
    Triggers when you add a new project.
    Trigger
    Scheduled
  • Harvest triggers, actions, and search
    New Task
    Triggers when you add a new task.
    Trigger
    Scheduled
  • 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

  • Copper

    Triggers when a new activity is created.

    Instant

    Trigger

  • Copper

    Triggers when a new Company is created in Copper.

    Instant

    Trigger

  • Copper

    Triggers when a new Person is created in Copper.

    Instant

    Trigger

  • Copper

    Triggers when an Opportunity is created in Copper.

    Instant

    Trigger

  • Copper

    Triggers when a Lead is created in Copper.

    Instant

    Trigger

  • Copper

    Triggers when a new Project is created in Copper.

    Instant

    Trigger

  • Copper

    Triggers when a new Task is created in Copper.

    Instant

    Trigger

  • Copper

    Triggers when a Person's Company is changed.

    Instant

    Trigger

  • Copper

    Triggers when a Person's Contact Type is changed.

    Instant

    Trigger

  • Copper

    Triggers when a Person is changed.

    Instant

    Trigger

  • Copper

    Triggers when an Opportunity is changed.

    Instant

    Trigger

  • Copper

    Triggers when an Opportunity's stage is changed.

    Instant

    Trigger

  • Copper

    Triggers when an Opportunity's status is changed.

    Instant

    Trigger

  • Copper

    Triggers when a Lead's status is changed.

    Instant

    Trigger

  • Copper

    Triggers when a Lead is changed.

    Instant

    Trigger

  • Copper

    Triggers when a Project is changed.

    Instant

    Trigger

  • Copper

    Triggers when a Task is changed.

    Instant

    Trigger

  • Copper

    Logs a new Activity on a Person, Company, Opportunity, or Lead.

    Scheduled

    Action

  • Copper

    This Action allows you to relate an existing Project to and existing CRM object; both objects have to exist before you run this Action. This Action expects two ID's for input: the ID of the CRM record you want to relate to and the Project ID you want to relate it with. This Action was designed to be used in multi-step Zaps, where you already have a Project ID and an related record ID (e.g. a Person) from previous steps.

    Scheduled

    Action

  • Copper

    Updates a Company depending on the match criteria.

    Scheduled

    Action

  • Copper

    Creates or Updates a Company depending on the match criteria.

    Scheduled

    Action

  • Copper

    Creates a new Company.

    Scheduled

    Action

  • Copper

    Updates a Person depending on the match criteria.

    Scheduled

    Action

  • Copper

    Creates or Updates a Person depending on the match criteria.

    Scheduled

    Action

  • Copper

    Creates a new Person.

    Scheduled

    Action

  • Copper

    Updates a Lead depending on the match criteria.

    Scheduled

    Action

  • Copper

    Creates or Updates a Lead depending on the match criteria.

    Scheduled

    Action

  • Copper

    Creates a new Lead.

    Scheduled

    Action

  • Copper

    Updates an Opportunity based off of Opportunity ID.

    Scheduled

    Action

  • Copper

    Updates an Opportunity based off of a match criteria.

    Scheduled

    Action

  • Copper

    Creates or Updates an Opportunity based off of a match criteria.

    Scheduled

    Action

  • Copper

    Creates a new Opportunity.

    Scheduled

    Action

  • Copper

    Creates a new Project.

    Scheduled

    Action

  • Copper

    Updates a Project depending on the match criteria.

    Scheduled

    Action

  • Copper

    Creates or Updates a Project depending on the match criteria.

    Scheduled

    Action

  • Copper

    Creates a new Task.

    Scheduled

    Action

  • Copper

    Searches for an existing activity in Copper.

    Scheduled

    Action

  • Copper

    Searches for an existing company in Copper.

    Scheduled

    Action

  • Copper

    Searches for an existing person in Copper.

    Scheduled

    Action

  • Copper

    Searches for an existing opportunity in Copper.

    Scheduled

    Action

  • Copper

    Searches for an existing lead in Copper.

    Scheduled

    Action

  • Copper

    Searches for an existing project in Copper.

    Scheduled

    Action

  • Copper

    Searches an existing activity in Copper.

    Scheduled

    Action

  • Copper

    Searches an existing company in Copper.

    Scheduled

    Action

  • Copper

    Searches an existing person in Copper.

    Scheduled

    Action

  • Copper

    Searches an existing opportunity in Copper.

    Scheduled

    Action

  • Copper

    Searches an existing lead in Copper.

    Scheduled

    Action

  • Copper

    Searches an existing project in Copper.

    Scheduled

    Action

How Harvest + Copper Integrations Work

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

About Harvest

Harvest gives you simple time tracking, fast online invoicing, and powerful reporting software. Simplify employee timesheets and billing.
Learn more

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copper logo
copper logo

About Copper

Copper is a new kind of productivity CRM that's designed to do all your busywork, so you can focus on building long-lasting business relationships
Learn more

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