Teamgate + Harvest Integrations

How to connect Teamgate + Harvest

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Supported triggers and actions

What does this mean?

Activity Status Changed
Triggers when an activity status is changed.
Trigger
Instant
Lead Converted to Person
Triggers when a lead is converted to person.
Trigger
Scheduled
Deal Stage Changed
Triggers when a deal's stage is updated.
Trigger
Scheduled
Email Opened
Triggers when email is opened.
Trigger
Instant
New Lost Deal
Triggers when a deal is lost.
Trigger
Scheduled

New Company
Triggers when a new company is created.
Trigger
Scheduled
New Deal
Triggers when a new deal is created.
Trigger
Scheduled

New Lead
Triggers when a new lead is created.
Trigger
Scheduled

Teamgate
Triggers when a new person is created.
Scheduled
Trigger
Teamgate
Lists the products.
Scheduled
Trigger
Teamgate
Triggers when a lead is unqualified.
Scheduled
Trigger
Teamgate
Triggers when a deal is won.
Scheduled
Trigger
Teamgate
Creates a new activity.
Scheduled
Action
Teamgate
Updates a cart's products "In Stock" status.
Scheduled
Action
Teamgate
Creates a new company.
Scheduled
Action
Teamgate
Creates a new deal.
Scheduled
Action
Teamgate
Creates a new lead.
Scheduled
Action
Teamgate
Creates a new person.
Scheduled
Action
Teamgate
Update existing product.
Scheduled
Action
Teamgate
Creates a new product.
Scheduled
Action
Teamgate
Update existing deal.
Scheduled
Action
Teamgate
Update existing lead.
Scheduled
Action
Teamgate
Finds an existing company.
Scheduled
Action
Teamgate
Finds an existing lead.
Scheduled
Action
Teamgate
Finds an existing person.
Scheduled
Action
Teamgate
Finds a product give.
Scheduled
Action
Teamgate
Finds an existing company.
Scheduled
Action
Teamgate
Finds an existing lead.
Scheduled
Action
Teamgate
Finds an existing person.
Scheduled
Action
Teamgate
Finds a product give.
Scheduled
Action
Harvest
Triggers when a person is assigned to a project.
Scheduled
Trigger
Harvest
Triggers when you add a new client.
Scheduled
Trigger
Harvest
Triggers when you add a new contact.
Scheduled
Trigger
Harvest
Triggers when you add a new invoice.
Scheduled
Trigger
Harvest
Triggers when you add a new invoice (with line item support).
Scheduled
Trigger
Harvest
Triggers when you add a new person.
Scheduled
Trigger
Harvest
Triggers when you add a new project.
Scheduled
Trigger
Harvest
Triggers when you add a new task.
Scheduled
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

How Teamgate + Harvest Integrations Work

Step 1: Authenticate Teamgate and Harvest.
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.

Connect apps

Connect Teamgate + Harvest

About Teamgate

Teamgate is an intelligent sales CRM with a great insights. Start from Lead capturing and move along to closing a Deal. Get top reports, which will become a necessity from day one.