Connect Harvest and Insightly CRM integrations
Connect Harvest and Insightly CRM with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Harvest and Insightly CRM 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.
Triggers when a new client is created.
Triggers when a new contact is created.
Triggers when a new invoice is created.
Triggers when a new project is created.
Triggers when a new task is created.
Triggers when a new time entry is created.
Triggers when a new user is created.
Creates a new object of a selected type.
Retrieves an object by its ID and type.
Trusted by thousands of fast-scaling organizations around the globe
Automate your work. Build something new.
Just drag and drop apps to automate existing workflows or build new complex processes. Solve problems across all areas and teams.
Build your Harvest and Insightly CRM integrations.
Create custom Harvest and Insightly CRM workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Adds new line item to specific invoice.
Creates a new billable rate.
Creates a new client.
Creates a new contact.
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.
Popular Harvest and Insightly CRM workflows.
Looking to get more out of Harvest and Insightly CRM? With Make you can visually integrate Harvest and Insightly CRM into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Upload a new user into LinkedIn Matched Audiences from a new lead in Insightly CRM
This template regularly checks for new leads in Insightly CRM and uses the retrieved information to upload new users into LinkedIn Matched Audiences. For the best performance, your contacts should have these fields filled out: 1) First name 2) Last name 3) Email Having the contact associated with company information will also improve match rates on LinkedIn, however it's not mandatory for this template to work. The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template by clicking the clock icon on the first module.
TRY IT ->Upload a new LinkedIn Offline Conversion from a new lead in Insightly CRM
This template regularly checks for new leads in Insightly CRM and uses the retrieved information to upload new offline conversions to LinkedIn. For the best performance, your contacts should have these fields filled out: 1) First name 2) Last name 3) Email Having the contact associated with company information will also improve match rates on LinkedIn, however it's not mandatory for this template to work. The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template by clicking the clock icon on the first module.
TRY IT ->Create SmartReach.io prospects for new Insightly CRM leads
Make will watch your Insightly CRM leads at regular intervals and create identical SmartReach.io prospects.
TRY IT ->Add Insightly CRM leads to Constant Contact
Use this template to automatically create a Constant Contact contact when an Insightly CRM lead is created.
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 (or update) a CloudTalk contact from a new Insightly CRM contact
Every time a new Insightly CRM contact is created, Make will automatically create a CloudTalk contact (or update it if it already exists).
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 ->
FAQ
How it works
Traditional no-code iPaaS platforms are linear and non-intuitive. Make allows you to visually create, build, and automate without limits.
Trusted by 350,000+ customers
"Make really helped us to scale our operations, take the friction out of our processes, reduce costs, and relieved our support team. It is difficult to not become a fan."
"Make drives unprecedented efficiency within our business in ways we never imagined. It’s having an extra employee (or 10) for a fraction of the cost."
"The simplicity, flexibility and ability to build real complex automations without any knowledge of programming makes it the best thing since sliced bread."
"True citizen development in the entire company. Make is present in every department, empowering the company to offer a unique customer experience."
"I can't count the number of hours I've saved by using Make. Every single day is simpler because of Make's automation."
