Harvest + Teamleader Focus

Create Harvest clients from new Teamleader Focus companies

Easily manage your client list by connecting Teamleader Focus and Harvest with this simple workflow. Whenever a new company is added in Teamleader Focus, a new client will be created in Harvest. This automation not only saves time but ensures consistency across your business platforms for efficient client tracking and clear communication.

When this happens...
New Company
Triggers when a new Company is added.
TriggerInstant
automatically do this!
Create Client
Creates a Client
ActionWrite

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Supported triggers and actions

What does this mean?

New Deal
Triggers when a new deal is created.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is added.
Trigger
Instant
Try It
Deal Accepted
Triggers when a deal is accepted.
Trigger
Instant
Try It
- First name
- Last nameRequired
- Salutation
- Primary
- Telephone
- Mobile
- Fax
- Website
- Street
- Zip code
- City
- Country
- Street
- Zip code
- City
- Country
- Addressee
- Street
- Zip code
- City
- Country
- Addressee
- Language
- Gender
- Birthdate
- Iban
- Bic
- Remarks
- Tags
- Custom Fields
- Marketing mails consent
Action
Write
- ContactRequired
- CompanyRequired
- Position
- Decision maker
Action
Write

- IdRequired
Action
Search
Invoice Sent
Triggers when a invoice is sent or marked as sent.
Trigger
Scheduled
Try It

New Contact
Triggers when new contact is added.
Trigger
Scheduled
Try It
New Invoice
Triggers when a invoice is created.
Trigger
Scheduled
Try It
New Task
Triggers when a new task is added.
Trigger
Scheduled
Try It
New User
Triggers when a new User is added.
Trigger
Scheduled
Try It
Timer Started
Triggers when a timer is started.
Trigger
Scheduled
Try It
- NameRequired
- Address
Action
Write
- ClientRequired
- NameRequired
- Code
- Bill By
- Hourly Rate
- Budget By
- Budget
- Notes
Action
Write
- ProjectRequired
- TaskRequired
- HoursRequired
- Spent DateRequired
- Notes
Action
Write
- ProjectRequired
- TaskRequired
- Spent DateRequired
- Notes
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- NameRequired
Action
Search

New Company
Triggers when a new Company is added.
Trigger
Instant
Try It
Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
Try It
- Company nameRequired
- Business Type
- VAT number
- Local business number
- Primary
- Invoicing
- Telephone
- Fax
- Website
- Street
- Zip code
- City
- Country
- Street
- Zip code
- City
- Country
- Addressee
- Street
- Zip code
- City
- Country
- Addressee
- Street
- Zip code
- City
- Country
- Addressee
- Iban
- Bic
- Language
- Responsible user
- Remarks
- Tags
- Custom Fields
- Marketing Mails Consent
Action
Write
- TitleRequired
- Summary
- Customer TypeRequired
- Customer IdRequired
- Contact Person
- Source
- Department
- Responsible User
- Phase
- Estimated Value Amount
- Estimated Value Currency
- Estimated Probability
- Estimated Closing Date
- Custom Fields
Action
Write
- IdRequired
Action
Search
Invoice Paid
Triggers when a invoice is fully paid.
Trigger
Scheduled
Try It
New Client
Triggers when a new client is added.
Trigger
Scheduled
Try It
New Expense
Triggers when a new expense is added.
Trigger
Scheduled
Try It
New Project
Triggers when a project is created.
Trigger
Scheduled
Try It
- Exclude entries created as running timers?
Trigger
Scheduled
Try It
New User Assignment
Triggers when a user is assigned to a project.
Trigger
Scheduled
Try It
Timer Stopped
Triggers when a timer is stopped.
Trigger
Scheduled
Try It
- ClientRequired
- First NameRequired
- Last Name
- Email
- Title
- Mobile Phone
- Office Phone
- Fax
Action
Write
- Project
- NameRequired
- Billable By Default
- Default Hourly Rate
- Is Default
Action
Write
- ProjectRequired
- TaskRequired
- Started TimeRequired
- Ended TimeRequired
- Spent DateRequired
- Notes
Action
Write
Stop Timer
Stops any running timers
Action
Write
- NameRequired
Action
Search
- NameRequired
Action
Search

About Harvest

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

Help

Related categories

Time Tracking Software

About Teamleader Focus

Teamleader Focus incorporates CRM, project management and invoicing into one simple and intelligent tool that helps businesses work smarter.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

Harvest + Teamleader Focus

Create Harvest clients from new Teamleader Focus companies

New Deal

New Contact

Deal Accepted

Create Contact

First name

Salutation

Primary

Telephone

Mobile

Fax

Website

Street

Zip code

City

Country

Street

Zip code

City

Country

Addressee

Street

Zip code

City

Country

Addressee

Language

Gender

Birthdate

Iban

Bic

Remarks

Tags

Custom Fields

Marketing mails consent

Link Contact to Company

ContactRequired

CompanyRequired

Position

Decision maker

Find Contact

IdRequired

Invoice Sent

New Contact

New Invoice

New Task

New User

Timer Started

Create Client

NameRequired

Address

Create Project

ClientRequired

NameRequired

Code

Bill By

Hourly Rate

Budget By

Budget

Notes

Create Time Entry

ProjectRequired

TaskRequired

HoursRequired

Spent DateRequired

Notes

Start Timer

ProjectRequired

TaskRequired

Spent DateRequired

Notes

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters