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integrationHarvest node
integrationMicrosoft Dynamics CRM node

Harvest and Microsoft Dynamics CRM integration

Save yourself the work of writing custom integrations for Harvest and Microsoft Dynamics CRM and use n8n instead. Build adaptable and scalable Productivity, Marketing, and Sales workflows that work with your technology stack. All within a building experience you will love.

How to connect Harvest and Microsoft Dynamics CRM

  • Step 1: Create a new workflow
  • Step 2: Add and configure nodes
  • Step 3: Connect
  • Step 4: Customize and extend your integration
  • Step 5: Test and activate your workflow

Step 1: Create a new workflow and add the first step

In n8n, click the "Add workflow" button in the Workflows tab to create a new workflow. Add the starting point – a trigger on when your workflow should run: an app event, a schedule, a webhook call, another workflow, an AI chat, or a manual trigger. Sometimes, the HTTP Request node might already serve as your starting point.

Harvest and Microsoft Dynamics CRM integration: Create a new workflow and add the first step

Step 2: Add and configure Harvest and Microsoft Dynamics CRM nodes

You can find Harvest and Microsoft Dynamics CRM in the nodes panel. Drag them onto your workflow canvas, selecting their actions. Click each node, choose a credential, and authenticate to grant n8n access. Configure Harvest and Microsoft Dynamics CRM nodes one by one: input data on the left, parameters in the middle, and output data on the right.

Harvest and Microsoft Dynamics CRM integration: Add and configure Harvest and Microsoft Dynamics CRM nodes

Step 3: Connect Harvest and Microsoft Dynamics CRM

A connection establishes a link between Harvest and Microsoft Dynamics CRM (or vice versa) to route data through the workflow. Data flows from the output of one node to the input of another. You can have single or multiple connections for each node.

Harvest and Microsoft Dynamics CRM integration: Connect Harvest and Microsoft Dynamics CRM

Step 4: Customize and extend your Harvest and Microsoft Dynamics CRM integration

Use n8n's core nodes such as If, Split Out, Merge, and others to transform and manipulate data. Write custom JavaScript or Python in the Code node and run it as a step in your workflow. Connect Harvest and Microsoft Dynamics CRM with any of n8n’s 1000+ integrations, and incorporate advanced AI logic into your workflows.

Harvest and Microsoft Dynamics CRM integration: Customize and extend your Harvest and Microsoft Dynamics CRM integration

Step 5: Test and activate your Harvest and Microsoft Dynamics CRM workflow

Save and run the workflow to see if everything works as expected. Based on your configuration, data should flow from Harvest to Microsoft Dynamics CRM or vice versa. Easily debug your workflow: you can check past executions to isolate and fix the mistake. Once you've tested everything, make sure to save your workflow and activate it.

Harvest and Microsoft Dynamics CRM integration: Test and activate your Harvest and Microsoft Dynamics CRM workflow

Build your own Harvest and Microsoft Dynamics CRM integration

Create custom Harvest and Microsoft Dynamics CRM workflows by choosing triggers and actions. Nodes come with global operations and settings, as well as app-specific parameters that can be configured. You can also use the HTTP Request node to query data from any app or service with a REST API.

Harvest supported actions

Create
Create a client
Delete
Delete a client
Get
Get data of a client
Get Many
Get data of many clients
Update
Update a client
Get
Retrieves the company for the currently authenticated user
Create
Create a contact
Delete
Delete a contact
Get
Get data of a contact
Get Many
Get data of many contacts
Update
Update a contact
Create
Create an estimate
Delete
Delete an estimate
Get
Get data of an estimate
Get Many
Get data of many estimates
Update
Update an estimate
Create
Create an expense
Delete
Delete an expense
Get
Get data of an expense
Get Many
Get data of many expenses
Update
Update an expense
Create
Create an invoice
Delete
Delete an invoice
Get
Get data of an invoice
Get Many
Get data of many invoices
Update
Update an invoice
Create
Create a project
Delete
Delete a project
Get
Get data of a project
Get Many
Get data of many projects
Update
Update a project
Create
Create a task
Delete
Delete a task
Get
Get data of a task
Get Many
Get data of many tasks
Update
Update a task
Create via Duration
Create a time entry via duration
Create via Start and End Time
Create a time entry via start and end time
Delete
Delete a time entry
Delete External Reference
Delete a time entry’s external reference
Get
Get data of a time entry
Get Many
Get data of many time entries
Restart
Restart a time entry
Stop
Stop a time entry
Update
Update a time entry
Create
Create a user
Delete
Delete a user
Get
Get data of a user
Get Many
Get data of many users
Me
Get data of authenticated user
Update
Update a user

Microsoft Dynamics CRM supported actions

Create
Delete
Get
Get Many
Update

FAQs

  • Can Harvest connect with Microsoft Dynamics CRM?

  • Can I use Harvest’s API with n8n?

  • Can I use Microsoft Dynamics CRM’s API with n8n?

  • Is n8n secure for integrating Harvest and Microsoft Dynamics CRM?

  • How to get started with Harvest and Microsoft Dynamics CRM integration in n8n.io?

Looking to integrate Harvest and Microsoft Dynamics CRM in your company?

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Why use n8n to integrate Harvest with Microsoft Dynamics CRM

Build complex workflows, really fast

Build complex workflows, really fast

Handle branching, merging and iteration easily.
Pause your workflow to wait for external events.

Code when you need it, UI when you don't

Simple debugging

Your data is displayed alongside your settings, making edge cases easy to track down.

Use templates to get started fast

Use 1000+ workflow templates available from our core team and our community.

Reuse your work

Copy and paste, easily import and export workflows.

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