How to connect Harvest + Daylite
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- New User AssignmentTriggers when a person is assigned to a project.Trigger
- New ClientTriggers when you add a new client.Trigger
- New ContactTriggers when you add a new contact.Trigger
- New InvoiceTriggers when you add a new invoice.Trigger
- New InvoiceTriggers when you add a new invoice (with line item support).Trigger
- New PersonTriggers when you add a new person.Trigger
- New ProjectTriggers when you add a new project.Trigger
- New TaskTriggers when you add a new task.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
- Daylite
Triggers when a Daylite appointment is deleted.
Instant
Trigger
- Daylite
Triggers when a Daylite company is deleted.
Instant
Trigger
- Daylite
Triggers when a Daylite person is deleted.
Instant
Trigger
- Daylite
Triggers when a Daylite form is deleted.
Instant
Trigger
- Daylite
Triggers when a Daylite opportunity is deleted.
Instant
Trigger
- Daylite
Triggers when a Daylite project is deleted.
Instant
Trigger
- Daylite
Triggers when a Daylite task is deleted.
Instant
Trigger
- Daylite
Triggers when a new appointment is created in Daylite.
Instant
Trigger
- Daylite
Triggers when a new company is created in Daylite.
Instant
Trigger
- Daylite
Triggers when a new person is created in Daylite.
Instant
Trigger
- Daylite
Triggers when a new form is created in Daylite.
Instant
Trigger
- Daylite
Triggers when a new note is created in Daylite.
Instant
Trigger
- Daylite
Triggers when a new opportunity is created in Daylite.
Instant
Trigger
- Daylite
Triggers when a new project is created in Daylite.
Instant
Trigger
- Daylite
Triggers when a new task is created in Daylite.
Instant
Trigger
- Daylite
Triggers when a person is sent to the Trash in Daylite.
Instant
Trigger
- Daylite
Triggers when an appointment is updated in Daylite.
Instant
Trigger
- Daylite
Triggers when a company is updated in Daylite.
Instant
Trigger
- Daylite
Triggers when a person is updated in Daylite.
Instant
Trigger
- Daylite
Triggers when a Daylite form is updated.
Instant
Trigger
- Daylite
Triggers when a note is updated in Daylite.
Instant
Trigger
- Daylite
Triggers when an opportunity is updated in Daylite.
Instant
Trigger
- Daylite
Triggers when a project is updated in Daylite.
Instant
Trigger
- Daylite
Triggers when a task is updated in Daylite.
Instant
Trigger
- Daylite
Creates a new object.
Scheduled
Action
- Daylite
Creates a new appointment.
Scheduled
Action
- Daylite
Creates a new company.
Scheduled
Action
- Daylite
Creates a new person and optionally an associated company.
Scheduled
Action
- Daylite
Creates a new Email.
Scheduled
Action
- Daylite
Creates a new form.
Scheduled
Action
- Daylite
Creates a new Note.
Scheduled
Action
- Daylite
Creates a new Opportunity.
Scheduled
Action
- Daylite
Creates a new opportunity associated with a person or company.
Scheduled
Action
- Daylite
Creates a new Project.
Scheduled
Action
- Daylite
Creates a new task.
Scheduled
Action
- Daylite
Removes an existing Daylite person, company, opportunity, project, note, task, form, or appointment by its reference ID.
Scheduled
Action
- Daylite
Links a Daylite object (Contact, Company, Opportunity, Project, Note, Task, Appointment, Group, Form) to other Daylite objects.
Scheduled
Action
- Daylite
Updates an existing object.
Scheduled
Action
- Daylite
Modifies an appointment.
Scheduled
Action
- Daylite
Modifies a company.
Scheduled
Action
- Daylite
Modifies a person.
Scheduled
Action
- Daylite
Modifies an opportunity.
Scheduled
Action
- Daylite
Modifies a project.
Scheduled
Action
- Daylite
Modifies a task.
Scheduled
Action
- Daylite
Finds an existing object.
Scheduled
Action
- Daylite
Finds an existing appointment.
Scheduled
Action
- Daylite
Finds an existing company.
Scheduled
Action
- Daylite
Finds an existing person.
Scheduled
Action
- Daylite
Finds an existing note.
Scheduled
Action
- Daylite
Finds an existing opportunity.
Scheduled
Action
- Daylite
Finds an existing project.
Scheduled
Action
- Daylite
Finds an existing task.
Scheduled
Action
- Daylite
Retrieves an existing Daylite person, company, opportunity, project, note, task, or appointment by its reference ID.
Scheduled
Action
- Daylite
Finds an existing object.
Scheduled
Action
- Daylite
Finds an existing appointment.
Scheduled
Action
- Daylite
Find or Create Company
Scheduled
Action
- Daylite
Find or Create Company
Scheduled
Action
- Daylite
Find or Create Contact
Scheduled
Action
- Daylite
Find or Create Contact
Scheduled
Action
- Daylite
Find or Create Person
Scheduled
Action
- Daylite
Find or Create Person
Scheduled
Action
- Daylite
Find or Create Note
Scheduled
Action
- Daylite
Find or Create Note
Scheduled
Action
- Daylite
Find or Create Opportunity
Scheduled
Action
- Daylite
Find or Create Opportunity
Scheduled
Action
- Daylite
Find or Create Opportunity
Scheduled
Action
- Daylite
Find or Create Project
Scheduled
Action
- Daylite
Find or Create Project
Scheduled
Action
- Daylite
Find or Create Task
Scheduled
Action
How Harvest + Daylite Integrations Work
- Step 1: Authenticate Harvest and Daylite.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.
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