How to connect QuickBooks Online + Harvest + Microsoft Exchange
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Do even more with QuickBooks Online + Harvest + Microsoft Exchange
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with QuickBooks Online, Harvest, and Microsoft Exchange. And don’t forget that you can add more apps and actions to create complex workflows.
- New AccountTriggered when you add a new account.Trigger
- New BillTriggers when a new bill is added.Trigger
- New CustomerTriggered when you add a new customer.Trigger
- New EstimateTriggered when you add a new estimate.Trigger
- New ExpenseTriggers when a new expense is added.Trigger
- New InvoiceTriggered when you add a new invoice.Trigger
- New InvoiceTriggered when you add a new invoice (with line item support).Trigger
- New Sales ReceiptTriggered when a new sales receipt is added (with line item support).Trigger
- QuickBooks Online
Triggered when a payment is received (with line item support).
Scheduled
Trigger
- QuickBooks Online
Triggers when a new purchase order is added.
Scheduled
Trigger
- QuickBooks Online
Triggered when a new sales receipt is added.
Scheduled
Trigger
- QuickBooks Online
Triggered when an existing customer is updated.
Scheduled
Trigger
- QuickBooks Online
Triggered when a new vendor is added.
Scheduled
Trigger
- QuickBooks Online
Create a new bill, optionally tied to a customer.
Scheduled
Action
- QuickBooks Online
Create a new bill, optionally tied to a customer (with line item support).
Scheduled
Action
- QuickBooks Online
Create a new bill, optionally tied to a customer (with line item support).
Scheduled
Action
- QuickBooks Online
Creates a new credit memo.
Scheduled
Action
- QuickBooks Online
Adds a new customer.
Scheduled
Action
- QuickBooks Online
Create a new estimate (with line item support).
Scheduled
Action
- QuickBooks Online
Creates a new expense using check, cash, or credit card.
Scheduled
Action
- QuickBooks Online
Creates a new product or service.
Scheduled
Action
- QuickBooks Online
Creates a new journal entry.
Scheduled
Action
- QuickBooks Online
Adds a new invoice (with line item support).
Scheduled
Action
- QuickBooks Online
Adds a new sales receipt (with line item support).
Scheduled
Action
- QuickBooks Online
Creates a new payment, optionally linked to an invoice.
Scheduled
Action
- QuickBooks Online
Creates a new purchase order.
Scheduled
Action
- QuickBooks Online
Creates a new refund receipt.
Scheduled
Action
- QuickBooks Online
Send an existing invoice.
Scheduled
Action
- QuickBooks Online
Send an existing sales receipt.
Scheduled
Action
- QuickBooks Online
Creates a new single time activity.
Scheduled
Action
- QuickBooks Online
Updates an existing customer.
Scheduled
Action
- QuickBooks Online
Updates an existing invoice (with line item support).
Scheduled
Action
- QuickBooks Online
Adds a new vendor.
Scheduled
Action
- QuickBooks Online
Find an account by name.
Scheduled
Action
- QuickBooks Online
Find a customer by name or email address.
Scheduled
Action
- QuickBooks Online
Find an invoice by number.
Scheduled
Action
- QuickBooks Online
Find a product by name (with line item support)
Scheduled
Action
- QuickBooks Online
Find a vendor by name.
Scheduled
Action
- QuickBooks Online
Finds or creates a specific customer v2.
Scheduled
Action
- QuickBooks Online
Finds or creates a specific vendor.
Scheduled
Action
- Harvest
Triggers when a invoice is fully paid.
Scheduled
Trigger
- Harvest
Triggers when a invoice is sent or marked as sent.
Scheduled
Trigger
- Harvest
Triggers when a new client is added.
Scheduled
Trigger
- Harvest
Triggers when new contact is added.
Scheduled
Trigger
- Harvest
Triggers when a new expense is added.
Scheduled
Trigger
- Harvest
Triggers when a invoice is created.
Scheduled
Trigger
- Harvest
Triggers when a project is created.
Scheduled
Trigger
- Harvest
Triggers when a new task is added.
Scheduled
Trigger
- Harvest
Triggers when a time entry is created.
Scheduled
Trigger
- Harvest
Triggers when a new User is added.
Scheduled
Trigger
- Harvest
Triggers when a user is assigned to a project.
Scheduled
Trigger
- Harvest
Triggers when a timer is started.
Scheduled
Trigger
- Harvest
Triggers when a timer is stopped.
Scheduled
Trigger
- Harvest
Creates a Client
Scheduled
Action
- Harvest
Creates a Contact
Scheduled
Action
- Harvest
Creates a Project
Scheduled
Action
- Harvest
Creates a Task and optionally assigns it to a project
Scheduled
Action
- Harvest
Creates a Time Entry with duration
Scheduled
Action
- Harvest
Creates a Time Entry with start and end times
Scheduled
Action
- Harvest
Creates and starts a timer for a given date
Scheduled
Action
- Harvest
Stops any running timers
Scheduled
Action
- Harvest
Finds a Client by Name.
Scheduled
Action
- Harvest
Finds a Project by Name.
Scheduled
Action
- Harvest
Finds a Task by Name.
Scheduled
Action
- Microsoft Exchange
Triggers at a specified time before an event in your calendar starts.
Scheduled
Trigger
- Microsoft Exchange
Triggers when a new event is created in your calendar.
Scheduled
Trigger
- Microsoft Exchange
Triggers when a new contact is added to your account
Scheduled
Trigger
- Microsoft Exchange
Triggers when a new e-mail is received in your inbox.
Scheduled
Trigger
- Microsoft Exchange
Triggers when an event is updated.
Scheduled
Trigger
- Microsoft Exchange
Create an event in the calendar of your choice.
Scheduled
Action
- Microsoft Exchange
Creates a new contact.
Scheduled
Action
- Microsoft Exchange
Creates a draft of an email that can then be reviewed and sent out.
Scheduled
Action
- Microsoft Exchange
Send an email from your Exchange account.
Scheduled
Action
- Microsoft Exchange
Updates a contact.
Scheduled
Action
- Microsoft Exchange
Search for a contact.
Scheduled
Action
- Microsoft Exchange
this is the description.
Scheduled
Action
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How QuickBooks Online + Harvest + Microsoft Exchange Integrations Work
- Step 1: Authenticate QuickBooks Online, Harvest, and Microsoft Exchange.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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