Freshsales Suite + Harvest

Create Harvest tasks for new Freshsales Suite contacts

Streamline your client management process with this effective workflow between Freshsales Suite and Harvest. When a new contact is added in Freshsales Suite, a task is created in Harvest, keeping your team organized and on track without manual entry. This automation not only saves time but also minimizes the risk of errors or overlooked tasks, ensuring your business operates efficiently.

When this happens...
TriggerScheduled
automatically do this!
Create Task
Creates a Task and optionally assigns it to a project
ActionWrite

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Supported triggers and actions

What does this mean?

- Filter NameRequired
Trigger
Scheduled
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- Filter NameRequired
Trigger
Scheduled
Try It
- Filter NameRequired
Trigger
Scheduled
Try It
- Filter NameRequired
Trigger
Scheduled
Try It
- TitleRequired
- Associated ModuleRequired
- Attendees EmailRequired
- From DateRequired
- To DateRequired
- Targetable IdRequired
- Location
- Description
- Time Zone
- Outcome
Action
Write

- Associated ModuleRequired
- Targetable IdRequired
- TitleRequired
- Due DateRequired
- Owner IdRequired
- Outcome IdRequired
- Description
- Task Type
- Collaborators
Action
Write
- Module NameRequired
Action
Write

- Associated ModuleRequired
- Targetable IdRequired
- TitleRequired
- Owner IdRequired
- Start DateRequired
- End DateRequired
- Sales Activity TypeRequired
- Outcome
- Location
- Collaborators
- Notes
Action
Write
- Unique Identifer NameRequired
- Unique IdentifierRequired
- Event NameRequired
- Additional Event Properties
Action
Write
- Update ByRequired
- Enter Account Name /Account IDRequired
Action
Write
- Deal IDRequired
Action
Write
- Search ByRequired
- Enter Account ID / NameRequired
Action
Search
- Search ByRequired
- Enter Contact ID / Email / Phone No/External IDRequired
Action
Search
- Search ByRequired
- Enter Contact ID / Email / Phone No/External IDRequired
- First Name
- Last Name
- Work Number
- Mobile Number
- Emails
- Do You Want to Update Lifecycle Stage and Status
- Do You Want To Add Contact To List
- List Name
Action
Search or write
- Search ByRequired
- Enter Contact ID / Email / Phone No/External IDRequired
- First Name
- Last Name
- Work Number
- Mobile Number
- Emails
- Do You Want to Update Lifecycle Stage and Status
- Do You Want To Add Contact To List
- List Name
Action
Search or write
Invoice Sent
Triggers when a invoice is sent or marked as sent.
Trigger
Scheduled
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New Contact
Triggers when new contact is added.
Trigger
Scheduled
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New Invoice
Triggers when a invoice is created.
Trigger
Scheduled
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New Task
Triggers when a new task is added.
Trigger
Scheduled
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New User
Triggers when a new User is added.
Trigger
Scheduled
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Timer Started
Triggers when a timer is started.
Trigger
Scheduled
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- 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

- Filter NameRequired
- Include Contact Details
Trigger
Scheduled
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- Filter NameRequired
Trigger
Scheduled
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- Filter NameRequired
Trigger
Scheduled
Try It
- Select ModuleRequired
- Unique IdentifierRequired
- File NameRequired
- File PathRequired
- Share with team
Action
Write
- Update ByRequired
- Enter Email / Contact IDRequired
- NoteRequired
Action
Write
- Name
Action
Write
- First Name
- Last Name
- Work Number
- Mobile Number
- Emails
- Do You Want to Update Lifecycle Stage and Status
- Do You Want To Add Contact To List
- List Name
Action
Write
- Name
- Deal Value
Action
Write
- Associated moduleRequired
- Enter NoteRequired
- Targetable IdRequired
Action
Write
- Update ByRequired
- Enter Email / Contact ID / Mobile Number / External IDRequired
- Do You Want to Update Lifecycle Stage and Status
- Choose one of the operation
- List Name
Action
Write
- Email ID of the UserRequired
Action
Search
- Find ByRequired
- Enter Name / Deal IDRequired
Action
Search
- Search ByRequired
- Enter Account ID / NameRequired
- Name
Action
Search or write
- EmailRequired
- First Name
- Last Name
- Work Number
- Mobile Number
- Emails
- Do You Want to Update Lifecycle Stage and Status
- Do You Want To Add Contact To List
- List Name
Action
Search or write
Invoice Paid
Triggers when a invoice is fully paid.
Trigger
Scheduled
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New Client
Triggers when a new client is added.
Trigger
Scheduled
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New Expense
Triggers when a new expense is added.
Trigger
Scheduled
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New Project
Triggers when a project is created.
Trigger
Scheduled
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- Exclude entries created as running timers?
Trigger
Scheduled
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New User Assignment
Triggers when a user is assigned to a project.
Trigger
Scheduled
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Timer Stopped
Triggers when a timer is stopped.
Trigger
Scheduled
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- 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 Freshsales Suite

Freshsales Suite is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About Harvest

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

Related categories

Time Tracking Software

PRODUCTS

CAPABILITIES

By team

Freshsales Suite + Harvest

Create Harvest tasks for new Freshsales Suite contacts

Contacts Added to a List

New Account

Filter NameRequired

Contact Updated

Filter NameRequired

New Deal

Filter NameRequired

Create Meeting

TitleRequired

Associated ModuleRequired

Attendees EmailRequired

From DateRequired

To DateRequired

Targetable IdRequired

Location

Description

Time Zone

Outcome

Create Task

Associated ModuleRequired

Targetable IdRequired

TitleRequired

Due DateRequired

Owner IdRequired

Outcome IdRequired

Description

Task Type

Collaborators

Create a Record on Custom Module

Module NameRequired

Create Custom Sales Activity

Associated ModuleRequired

Targetable IdRequired

TitleRequired

Owner IdRequired

Start DateRequired

End DateRequired

Sales Activity TypeRequired

Outcome

Location

Collaborators

Notes

Create a Marketing Event

Unique Identifer NameRequired

Unique IdentifierRequired

Event NameRequired

Additional Event Properties

Update Account

Update ByRequired

Enter Account Name /Account IDRequired

Update Deal

Deal IDRequired

Find Account

Search ByRequired

Enter Account ID / NameRequired

Find Contact by Unique Fields

Search ByRequired

Enter Contact ID / Email / Phone No/External IDRequired

Search the matching Contacts

Search ByRequired

Enter Contact ID / Email / Phone No/External IDRequired

First Name

Last Name

Work Number

Mobile Number

Emails

Do You Want to Update Lifecycle Stage and Status

Do You Want To Add Contact To List

List Name

Search the matching Contacts

Search ByRequired

Enter Contact ID / Email / Phone No/External IDRequired

First Name

Last Name

Work Number