Connect Fellow and Harvestr to Build Intelligent Automations

Choose a Trigger

Fellow

When this happens...

Choose an Action

Harvestr

Automatically do this!

Ready to use Fellow and Harvestr automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New User

New User

Triggers when a new user created.

New Company

New Company

Tiggers when a new company Cretaed.

Company Updated

Company Updated

Triggers when a new Company Update.

New Discoveries

New Discoveries

Tiggers when a new discoveries created.

New Messages

New Messages

Tiggera when a new message Cretaed.

Request a new Trigger for Fellow

Do thisActions

Action is the task that follows automatically within your Fellow integrations.

List Action Items

List Action Items

Show meeting action items

Mark Action Item Complete

Mark Action Item Complete

Mark or unmark an action item

Archive Action Item

Archive Action Item

Archive an action item

List Meeting Recordings

List Meeting Recordings

Find meeting recordings

Retrieve Recording

Retrieve Recording

Get a meeting recording

List Meeting Notes

List Meeting Notes

Get meeting notes and actions

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Frequently Asked Questions

How do I start an integration between Fellow and Harvestr?

To start, connect both your Fellow and Harvestr accounts to viaSocket. Once connected, you can set up a workflow where an event in Fellow triggers actions in Harvestr (or vice versa).

Can we customize how data from Fellow is recorded in Harvestr?

Absolutely. You can customize how Fellow data is recorded in Harvestr. This includes choosing which data fields go into which fields of Harvestr, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Fellow and Harvestr?

The data sync between Fellow and Harvestr typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Fellow to Harvestr?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Fellow and Harvestr?

Yes, you can set conditional logic to control the flow of data between Fellow and Harvestr. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.