Harvest and Salesforce integration

Build your own Harvest and Salesforce integration

Create custom Harvest and Salesforce 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.

How to connect Harvest and Salesforce

Step 1: Add the first step
Step 2: Add Harvest and Salesforce nodes
Step 3: Connect Harvest and Salesforce
Step 4: Run workflow

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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

Salesforce supported actions

Add Note

Add note to an account

Create

Create an account

Create or Update

Create a new account, or update the current one if it already exists (upsert)

Delete

Delete an account

Get

Get an account

Get Many

Get many accounts

Get Summary

Returns an overview of account's metadata

Update

Update an account

Create

Create a attachment

Delete

Delete a attachment

Get

Get a attachment

Get Many

Get many attachments

Get Summary

Returns an overview of attachment's metadata

Update

Update a attachment

Add Comment

Add a comment to a case

Create

Create a case

Delete

Delete a case

Get

Get a case

Get Many

Get many cases

Get Summary

Returns an overview of case's metadata

Update

Update a case

Add Contact To Campaign

Add contact to a campaign

Add Note

Add note to a contact

Create

Create a contact

Create or Update

Create a new contact, or update the current one if it already exists (upsert)

Delete

Delete a contact

Get

Get a contact

Get Many

Get many contacts

Get Summary

Returns an overview of contact's metadata

Update

Update a contact

Create

Create a custom object record

Create or Update

Create a new record, or update the current one if it already exists (upsert)

Delete

Delete a custom object record

Get

Get a custom object record

Get Many

Get many custom object records

Update

Update a custom object record

Upload

Upload a document

Get Many

Get many flows

Invoke

Invoke a flow

Add Lead To Campaign

Add lead to a campaign

Add Note

Add note to a lead

Create

Create a lead

Create or Update

Create a new lead, or update the current one if it already exists (upsert)

Delete

Delete a lead

Get

Get a lead

Get Many

Get many leads

Get Summary

Returns an overview of Lead's metadata

Update

Update a lead

Add Note

Add note to an opportunity

Create

Create an opportunity

Create or Update

Create a new opportunity, or update the current one if it already exists (upsert)

Delete

Delete an opportunity

Get

Get an opportunity

Get Many

Get many opportunities

Get Summary

Returns an overview of opportunity's metadata

Update

Update an opportunity

Query

Execute a SOQL query that returns all the results in a single response

Create

Create a task

Delete

Delete a task

Get

Get a task

Get Many

Get many tasks

Get Summary

Returns an overview of task's metadata

Update

Update a task

Get

Get a user

Get Many

Get many users