How to connect Harvest + Freshdesk
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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
- Freshdesk
Triggers when there is a new ticket is created in Freshdesk.
Instant
Trigger
- Freshdesk
Triggers when a new customer is created.
Instant
Trigger
- Freshdesk
Triggers when a Note is added to a Ticket.
Instant
Trigger
- Freshdesk
Triggers when a Ticket is updated.
Instant
Trigger
- Freshdesk
Triggers when a user is updated.
Instant
Trigger
- Freshdesk
Add Private or Public notes to a Freshdesk Support Ticket.
Scheduled
Action
- Freshdesk
Allows you to create a Company entry in Freshdesk.
Scheduled
Action
- Freshdesk
Creates a Forum under a Category.
Scheduled
Action
- Freshdesk
Creates a Forum Category.
Scheduled
Action
- Freshdesk
Create a new Forum Topic on Freshdesk Forums.
Scheduled
Action
- Freshdesk
Create a ticket in Freshdesk for your domain.
Scheduled
Action
- Freshdesk
Allows you to create a User/Customer in Freshdesk for your support domain.
Scheduled
Action
- Freshdesk
Finds an existing customer or a potential customer that has raised a ticket.
Scheduled
Action
- Freshdesk
Find a ticket by ID.
Scheduled
Action
How Harvest + Freshdesk Integrations Work
- Step 1: Authenticate Harvest and Freshdesk.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.
Freshdesk Tutorials
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