Harvest + Ontraport

Harvest + Ontraport integrations

Create new Harvest tasks when Ontraport contacts are added

Easily track tasks for new contacts in your CRM by connecting Ontraport to Harvest. This workflow triggers when a new contact is added in Ontraport, and it instantly creates a task in Harvest, organizing your work more effectively. Keep your team on the same page without manual intervention by utilizing this seamless integration.

When this happens...
New ContactTriggers when a new contact is added to Ontraport.
TriggerPolling
automatically do this!
Create TaskCreates a Task and optionally assigns it to a project
ActionWrite

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More things you can do with Ontraport and Harvest

Discover other triggers and actions you can use with Ontraport and Harvest

New Contact
Triggers when a new contact is added to Ontraport.
Trigger
Polling
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- Product Id
  Required
Trigger
Instant
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- Product Id
  Required
Trigger
Instant
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- Contact
  Required
- Tags
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

Invoice Paid
Triggers when an invoice is fully paid.
Trigger
Polling
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New Client
Triggers when a new client is added.
Trigger
Polling
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New Expense
Triggers when a new expense is added.
Trigger
Polling
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New Project
Triggers when a project is created.
Trigger
Polling
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- Exclude entries created as running timers?
Trigger
Polling
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New User Assignment
Triggers when a user is assigned to a project.
Trigger
Polling
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Timer Stopped
Triggers when a timer is stopped.
Trigger
Polling
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Updated Invoice
Triggers when an invoice is updated.
Trigger
Polling
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- Name
  Required
- Address
Action
Write
- Client
  Required
- Name
  Required
- Code
- Bill By (required)
- Hourly Rate
- Budget By (required)
- Budget
- Cost Budget
- Notes
Action
Write
- Project
  Required
- Task
  Required
- Hours
  Required
- Spent Date
  Required
- Notes
Action
Write
- Project
  Required
- Task
  Required
- Spent Date
  Required
- Notes
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Invoice ID
  Required
Action
Search
- Name
  Required
Action
Search

- Form
  Required
Trigger
Instant
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- Tag
  Required
- Object Type
  Required
Trigger
Instant
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- Tag
  Required
- Object Type
  Required
Trigger
Instant
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- Email
- Last Name
- First Name
- Address
- City
- State
- Zip Code
- Address Line 2
- Country
- Office Phone
- SMS Number
- Birthday
- Title
- Fax
- Website
- Company
- First Campaign
- First Content
- First Lead Source
- First Medium
- First Term
- Last Campaign
- Last Content
- Last Lead Source
- Last Medium
- Last Term
- Facebook
- Instagram
- Twitter
- Linkedin
- Profile Image
- Sequence
- Tags Information
- Tag
Action
Write
- Search
  Required
Action
Search
Invoice Sent
Triggers when an invoice is sent or marked as sent.
Trigger
Polling
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New Contact
Triggers when new contact is added.
Trigger
Polling
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New Invoice
Triggers when an invoice is created.
Trigger
Polling
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New Task
Triggers when a new task is added.
Trigger
Polling
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New User
Triggers when a new User is added.
Trigger
Polling
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Timer Started
Triggers when a timer is started.
Trigger
Polling
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Updated Client
Triggers when a client is updated.
Trigger
Polling
Try It
- Exclude entries created as running timers?
Trigger
Polling
Try It
- Client
  Required
- First Name
  Required
- Last Name
- Email
- Title
- Mobile Phone
- Office Phone
- Fax
Action
Write
- Project
- Name
  Required
- Billable By Default
- Default Hourly Rate
- Is Default
Action
Write
- Project
  Required
- Task
  Required
- Started Time
  Required
- Ended Time
  Required
- Spent Date
  Required
- Notes
Action
Write
Stop Timer
Stops any running timers
Action
Write
- Client name
- Client ID
Action
Search
- Name
  Required
Action
Search

About Harvest

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

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Related categories

Time Tracking Software

About Ontraport

An all-in-one business and marketing platform designed for information marketers, experts, and coaches.

Learn moreLearn moreHelpHelp

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Marketing Automation

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