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Harvest, MySQL, Wealthbox Integrations

Harvest
MySQL
Wealthbox
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Integromat will automate processes that you currently handle manually. It is not only capable of connecting apps but can also transfer and transform data. It works 24 hours a day, seven days a week and does not require your intervention. Simply set Integromat to do what you want and let it work for you. Save your time!

Triggers

Harvest

Watch Clients

Triggers when a new client is created.

Harvest

Watch Contacts

Triggers when a new contact is created.

Harvest

Watch Invoices

Triggers when a new invoice is created.

Harvest

Watch Projects

Triggers when a new project is created.

Harvest

Watch Tasks

Triggers when a new task is created.

Harvest

Watch Time Entries

Triggers when a new time entry is created.

Harvest

Watch Users

Triggers when a new user is created.

Actions

Harvest

Create a Client

Creates a new client.

Harvest

Create a Contact

Creates a new contact.

Harvest

Create a free-form Invoice

Creates a new invoice.

Harvest

Create an Expense

Creates a new expense.

Harvest

Create an Invoice Payment

Creates a invoice payment.

Harvest

Create a Project

Creates a new project.

Harvest

Create a Task

Creates a new task.

Harvest

Create a Time Entry

Creates a new time entry.

Harvest

Create a User

Creates a new user. Admin permissions required.

Harvest

Create Invoice Line Item

Adds new line item to specific invoice.

Harvest

Delete a Client

Deletes an existing client.

Harvest

Delete a Contact

Deletes an existing contact.

Harvest

Delete an Expense

Deletes an existing expense.

Harvest

Delete an Invoice

Deletes an existing invoice.

Harvest

Delete a Project

Deletes a project and any time entries or expenses tracked to it. However, invoices associated with the project will not be deleted. If you don’t want the project’s time entries and expenses to be deleted, you should archive the project instead.

Harvest

Delete a Task

Deletes an existing task.

Harvest

Delete a Time Entry

Deletes an existing time entry.

Harvest

Delete a User

Deletes an existing user. Deleting a user is only possible if they have no time entries or expenses associated with them. Admin permissions required.

Harvest

Delete Invoice Line Item

Deletes line item on specific invoice.

Harvest

Edit a Client

Edits an existing client.

Harvest

Edit a Contact

Edits an existing contact.

Harvest

Edit an Expense

Edits an existing expense.

Harvest

Edit an Invoice

Edits and existing invoice.

Harvest

Edit a Project

Edits an existing project.

Harvest

Edit a Task

Edits an existing task.

Harvest

Edit a Time Entry

Edits an existing time entry.

Harvest

Edit a User

Edits an existing user. Admin permissions required.

Harvest

Edit Invoice Line Item

Edits line item on existing invoice.

Harvest

Get a Client

Retrieves information about specific client.

Harvest

Get a Contact

Retrieves information about specific contact.

Harvest

Get an Expense

Retrieves information about specific expense.

Harvest

Get an Invoice

Retrieves information about specific invoice.

Harvest

Get a Project

Retrieves information about specific project.

Harvest

Get a Task

Retrieves information about specific task.

Harvest

Get a Task Assignment

Retrieves information about specific task assignment.

Harvest

Get a Time Entry

Retrieves information about specific time entry.

Harvest

Get a User

Retrieves information about specific user. Admin permissions required.

Harvest

Get a User Assignment

Retrieves information about specific user assignment.

Harvest

Make an API Call

Performs an arbitrary authorized API call.

MySQL

Delete row(s) from a table

MySQL

Execute a query (advanced)

MySQL

Execute a stored procedure

MySQL

Insert row into a table

MySQL

Update row(s) in a table

Wealthbox

Add a Member to a Household

Adds a member to the household.

Wealthbox

Complete a Workflow Step

Completes a workflow step.

Wealthbox

Create a Contact

Creates a new contact.

Wealthbox

Create an Event

Creates a new event.

Wealthbox

Create an Opportunity

Creates a new opportunity.

Wealthbox

Create a Note

Creates a new note.

Wealthbox

Create a Project

Creates a new project.

Wealthbox

Create a Task

Creates a new task.

Wealthbox

Create a Workflow

Creates a new workflow.

Wealthbox

Delete a Contact

Deletes a specific contact using its unique identifier.

Wealthbox

Delete a Member From a Household

Removes a member from a household.

Wealthbox

Delete an Event

Deletes an existing event from your account (workspace).

Wealthbox

Delete an Opportunity

Deletes an existing opportunity from your account (workspace).

Wealthbox

Delete a Project

Deletes an existing project from your account (workspace).

Wealthbox

Delete a Task

Deletes an existing task from your account (workspace).

Wealthbox

Get a Contact

Retrieves a specific contact using its unique identifier.

Wealthbox

Get an Event

Retrieves a specific event using its unique identifier.

Wealthbox

Get an Opportunity

Retrieves a specific opportunity using its unique identifier.

Wealthbox

Get a Note

Retrieves a specific note using its unique identifier. 

Wealthbox

Get a Project

Retrieves a specific project using its unique identifier.

Wealthbox

Get a Task

Retrieves a specific task using its unique identifier.

Wealthbox

Get a Workflow

Retrieves a specific workflow using its unique identifier.

Wealthbox

Make an API Call

Performs an arbitrary authorized API call.

Wealthbox

Revert a Workflow Step

Reverts a workflow step.

Wealthbox

Update a Contact

Updates a specific contact using its unique identifier.

Wealthbox

Update an Event

Updates an existing event with new properties.

Wealthbox

Update an Opportunity

Updates an existing opportunity with new properties.

Wealthbox

Update a Note

Updates an existing note with new properties.

Wealthbox

Update a Project

Updates an existing project with new properties.

Wealthbox

Update a Task

Updates an existing task with new properties.

Wealthbox

Update a Workflow

Updates an existing workflow with new properties.

Iterators

MySQL

Iterate recordset of a stored procedure

Iterates through recordset received from a stored procedure.

Searches

Harvest

List Clients

Returns a list of your clients.

Harvest

List Contacts

Returns a list of your contacts.

Harvest

List Expenses

Returns a list of your expenses.

Harvest

List Invoices

Returns a list of your invoices.

Harvest

List Payments

List all payments for an invoice.

Harvest

List Projects

Returns a list of your projects.

Harvest

List Task Assignments

Retrieves a list of your task assignments.

Harvest

List Tasks

Returns a list of your tasks.

Harvest

List Time Entries

Returns a list of your time entries.

Harvest

List User Assignments

Retrieves a list of your user assignments.

Harvest

List Users

Returns a list of your users. Admin permissions required.

MySQL

Select row(s) from a table

Wealthbox

List Custom Fields

Fetches every custom field in the authenticated user’s account (workspace).

Wealthbox

List Members of a Customizable Category

Fetches every instance of the specified category name which are owned by the account (workspace) of the user authenticated with the API.

Wealthbox

List Projects

Fetches all of the projects that are accessible by the user.

Wealthbox

List Workflow Templates

Fetches all of the workflow templates that are accessible by the user.

Wealthbox

Search Comments

Searches for comments or fetches all of the comments that are accessible by the user.

Wealthbox

Search Contacts

Searches for contacts or retrieves them all.

Wealthbox

Search Events

Searches for events or fetches all of the events that are accessible by the user.

Wealthbox

Search Notes

Searches for notes or fetches all of the notes that are accessible by the user.

Wealthbox

Search Opportunities

Searches for opportunities or fetches all of the opportunities that are accessible by the user.

Wealthbox

Search Tasks

Searches for tasks or fetches all of the tasks that are accessible by the user.

Wealthbox

Search Workflows

Searches for workflows or fetches all of the workflows that are accessible by the user.