QuickBooks Online + Harvest + Salesforce Integrations

How to connect QuickBooks Online + Harvest + Salesforce

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Do even more with QuickBooks Online + Harvest + Salesforce

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 Salesforce. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

New Account
Triggered when you add a new account.
Trigger
Scheduled
New Bill
Triggers when a new bill is added.
Trigger
Scheduled
New Customer
Triggered when you add a new customer.
Trigger
Scheduled
New Estimate
Triggered when you add a new estimate.
Trigger
Scheduled
New Expense
Triggers when a new expense is added.
Trigger
Scheduled

New Invoice
Triggered when you add a new invoice.
Trigger
Scheduled
New Invoice
Triggered when you add a new invoice (with line item support).
Trigger
Scheduled

New Sales Receipt
Triggered when a new sales receipt is added (with line item support).
Trigger
Scheduled

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
Salesforce
Triggers when a new outbound message is received in Salesforce.
Instant
Trigger
Salesforce
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Scheduled
Trigger
Salesforce
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Trigger
Salesforce
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Scheduled
Trigger
Salesforce
Adds an existing contact to an existing campaign.
Scheduled
Action
Salesforce
Adds an existing file to an existing Record.
Scheduled
Action
Salesforce
Adds an existing lead to an existing campaign.
Scheduled
Action
Salesforce
Creates a new attachment (max 25MB).
Scheduled
Action
Salesforce
Creates a new contact in Salesforce.
Scheduled
Action
Salesforce
Creates a new File (max 25MB).
Scheduled
Action
Salesforce
Creates a new lead in Salesforce.
Scheduled
Action
Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
Salesforce
Updates an existing contact in Salesforce.
Scheduled
Action
Salesforce
Updates an existing lead in Salesforce.
Scheduled
Action
Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
Salesforce
Finds a record of a specified Salesforce object by a field and value you choose.
Scheduled
Action
Salesforce
Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).
Scheduled
Action
Salesforce
Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.
Scheduled
Action
Salesforce
Find a record. Optionally create a record if not found.
Scheduled
Action

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How QuickBooks Online + Harvest + Salesforce Integrations Work

Step 1: Authenticate QuickBooks Online, Harvest, and Salesforce.
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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Connect QuickBooks Online + Harvest + Salesforce

About QuickBooks Online

QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.

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