Harvest + SharpSpring Integrations
How to connect Harvest + SharpSpring
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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
- SharpSpring
A new Account is created in SharpSpring.
Scheduled
Trigger
- SharpSpring
When a lead opens an email in SharpSpring.
Scheduled
Trigger
- SharpSpring
When a lead fills out a form in SharpSpring.
Scheduled
Trigger
- SharpSpring
When a lead has been created in sharpspring.
Scheduled
Trigger
- SharpSpring
A new Opportunity is created in SharpSpring.
Scheduled
Trigger
- SharpSpring
When a lead visits a new page in SharpSpring.
Scheduled
Trigger
- SharpSpring
Create an Account in SharpSpring.
Scheduled
Action
- SharpSpring
Create a new Campaign in SharpSpring.
Scheduled
Action
- SharpSpring
Create a Lead in SharpSpring or update by email address.
Scheduled
Action
- SharpSpring
Scheduled
Action
How Harvest + SharpSpring Integrations Work
- Step 1: Authenticate Harvest and SharpSpring.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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