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Pipedrive CRM
Harvest

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.

Categories
Time-tracking
CRM

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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.

Pipedrive CRM
Add a Follower

Add follower to an object of selected type (deals, organizations, persons).

Action
Pipedrive CRM
Add a Participant to a Deal

Adds a participant to a deal.

Action
Pipedrive CRM
Add a Product to a Deal

Adds a product to the deal.

Action
Pipedrive CRM
Add a Recurring Subscription

Adds a new recurring subscription to a deal.

Action
Pipedrive CRM
Add an Installment Subscription

Adds a new installment subscription.

Action
Pipedrive CRM
Cancel a Recurring Subscription

Cancels a recurring subscription.

Action
Harvest
Create Invoice Line Item

Adds new line item to specific invoice.

Action
Harvest
Create a Billable Rate

Creates a new billable rate.

Action
Harvest
Create a Client

Creates a new client.

Action

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