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Harvest + Salesforce

Harvest + Salesforce

Harvest + Salesforce integrations

Create records in Salesforce for new invoices in Harvest

Simplify your workflow by linking your Harvest and Salesforce applications. When a new invoice is created in Harvest, a corresponding record will be instantly created in Salesforce. Not only does this automation save you time, it allows for consistent data across both platforms, enhancing productivity and ensuring accuracy.

  1. When this happens...
    New Invoice
    New Invoice
    New InvoiceTriggers when an invoice is created.
  2. automatically do this!
    Create Record
    Create Record
    Create RecordCreates a new record of a specified Salesforce object.
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More things you can do with Harvest and Salesforce

Discover other triggers and actions you can use with Harvest and Salesforce

  • Harvest triggers, actions, and search
    Invoice Paid

    Triggers when an invoice is fully paid.

    Trigger
    Polling
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About Harvest
Simple time tracking software and powerful reporting that helps your team thrive.
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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