Create a new client in Harvest with data of a new deal meeting specified criteria in Pipedrive
Create a new client in Harvest with data of a new deal meeting specified criteria in Pipedrive
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When a new deal is created/updated in Pipedrive and meets specified criteria, a new client is created in Harvest.
Create your own workflow
Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Add follower to an object of selected type (deals, organizations, persons).
Adds a participant to a deal.
Adds a product to the deal.
Adds a new recurring subscription to a deal.
Adds a new installment subscription.
Cancels a recurring subscription.
Adds new line item to specific invoice.
Creates a new billable rate.
Creates a new client.
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