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Harvest + Microsoft Dynamics 365 CRM

Update Harvest tasks when contacts are modified in Microsoft Dynamics 365 CRM

Keep your tasks updated in Harvest when changes occur in Microsoft Dynamics 365 CRM with this seamless workflow. Whenever a contact is updated in Microsoft Dynamics 365 CRM, this automation will create a new task in Harvest, ensuring that your important updates are reflected across both platforms. Stay organized and save time managing tasks with this efficient solution.

Keep your tasks updated in Harvest when changes occur in Microsoft Dynamics 365 CRM with this seamless workflow. Whenever a contact is updated in Microsoft Dynamics 365 CRM, this automation will create a new task in Harvest, ensuring that your important updates are reflected across both platforms. Stay organized and save time managing tasks with this efficient solution.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    Contact Updated

    Triggers when a contact has been updated.

    TriggerScheduled
  2. automatically do this!
    HarvestHarvest
    Create Task

    Creates a Task and optionally assigns it to a project

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Account

    Triggers when a new account is created.

    Trigger
    Scheduled
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About Harvest

Simple time tracking software and powerful reporting that helps your team thrive.
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Related categories

  • Time Tracking Software
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