Connect Capsule CRM and Harvest integrations
Connect Capsule CRM and Harvest with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Capsule CRM and Harvest to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.
Checks if a new case was created.
Checks if a new opportunity was created.
Checks if a new party was created.
Checks if a new task was created.
Triggers when an opportunity is created, updated or deleted.
Triggers when a party is created, updated or deleted.
Triggers when a case is created, updated or deleted.
Triggers when a task is created, updated or deleted.
Creates a new billable rate.
Creates a new client.
Creates a new contact.
Creates a new invoice.
Creates a new expense.
Creates a invoice payment.
Creates a new project.
Creates a new task.
Creates a new task assignment.
Creates a new time entry.
Creates a new user. Admin permissions required.
Adds new line item to specific invoice.
Deletes an existing client.
Deletes an existing contact.
Deletes an existing expense.
Deletes an existing invoice.
Deletes a project and any time entries or expenses tracked to it. However, invoices associated with the project will not be deleted. If you don’t want the project’s time entries and expenses to be deleted, you should archive the project instead.
Deletes an existing task.
Deletes an existing time entry.
Deletes an existing user. Deleting a user is only possible if they have no time entries or expenses associated with them. Admin permissions required.
Deletes line item on specific invoice.
Edits an existing client.
Edits an existing contact.
Edits an existing expense.
Edits and existing invoice.
Edits an existing project.
Edits an existing task.
Edits an existing time entry.
Edits an existing user. Admin permissions required.
Edits line item on existing invoice.
Retrieves information about specific client.
Retrieves information about specific contact.
Retrieves information about specific expense.
Retrieves information about specific invoice.
Retrieves information about specific project.
Retrieves information about specific task.
Retrieves information about specific task assignment.
Retrieves information about specific time entry.
Retrieves information about specific user. Admin permissions required.
Retrieves information about specific user assignment.
Performs an arbitrary authorized API call.
Returns a list of your clients.
Returns a list of your contacts.
Returns a list of your expenses.
Returns a list of your invoices.
List all payments for an invoice.
Retrieves a list of project budget reports.
Returns a list of your projects.
Retrieves a list of your task assignments.
Returns a list of your tasks.
Returns a list of your time entries.
Retrieves a list of your user assignments.
Returns a list of your users. Admin permissions required.
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Build your Capsule CRM and Harvest integrations.
Create custom Capsule CRM and Harvest workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Adds an person or organisation as an additional contact to the case.
Adds an person or organisation as an additional contact to the opportunity
Adds new line item to specific invoice.
Creates a new billable rate.
Creates a new case.
Creates a new client.
Creates a new contact.
Creates a new party, opportunity or case custom field.
Creates a new opportunity milestone.
Popular Capsule CRM and Harvest workflows.
Looking to get more out of Capsule CRM and Harvest? With Make you can visually integrate Capsule CRM and Harvest into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Display Capsule CRM information to an Aircall agent as an insight card
Every time a new inbound or outbound Aircall call is created, an Aircall agent will see the insight card about the caller or the callee with the information from Capsule CRM.
TRY IT ->Add new Cliengo contacts to Capsule CRM as tasks
Every time a new contact is created in Cliengo, Make will automatically create a new task in Capsule CRM.
TRY IT ->Automated employee payments with data grabbed from a time-tracking app
Retrieve the time tracked by your employees on Harvest, store all the details in Google Sheets and create draft payments using Revolut Business. The setup of the template assumes you have your employee data stored in a Google Sheets sheet. It has to include these columns: Name of the employee and payment details. To see which details are required to create a Revolut draft payment depending on the country, click [here](https://developer.revolut.com/docs/build-banking-apps/#tutorials-tutorials-work-with-draft-payments-international-payments). For example, if you're creating a payment to the United Kingdom, your Sheet #2 (the one with the courier information) needs to include an Account Number and a Sort Code; for payment to Germany, it's IBAN and BIC.
TRY IT ->Create a new Recipient in Payment Rails when a new Person is added in Harvest and record it in Google Sheets
Every time a new user is added in Harvest, Make will automatically create a new Recipient in Payment Rails and record it in Google Sheets.
TRY IT ->Send a message to Slack about a new project in Harvest (NEW Slack module)
When a new project is created in Harvest, Make will automatically send a notification via Slack to keep you posted.
TRY IT ->Create a Capsule CRM party (person) when a new ActiveDEMAND contact is created
Every time a new ActiveDEMAND contact is created, Make will automatically create a Capsule CRM person (if it doesn't already exist).
TRY IT ->Create a Beeminder datapoint for new Harvest time entry
Every time a new Harvest time entry is received, Make will automatically create a datapoint in Beeminder.
TRY IT ->Harvest + Google Sheet + Xero
This template allows you to automatically calculate the total number of hours you spent working for a client during the current month. The calculated data is stored in a Google Sheet but at the same time an invoice is created for the client. Note: In order for this template to work you need to make sure you have an existing record for each of your clients inside your Xero account. The name of each client needs to be the as the one in your Harvest account.
TRY IT ->Register notes in Capsule CRM new Toky calls
Every time a new call is received on Toky, Make will automatically create a new note (entry) in Capsule CRM.
TRY IT ->
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