Enable Integrations or automations with these events of Harvest and Centerpoint Connect
Trigger when new client is created
Trigger when user is created
Trigger when new contact is created
Trigger when new project is created
Trigger when new time entry is created
List Invoice Sent
Creates a new client
Update an existing client
Craete a new contact
Update an existing contact
Get an existing task detail by its name
Create a new task
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Harvest and Centerpoint Connect accounts to viaSocket. Once connected, you can set up a workflow where an event in Harvest triggers actions in Centerpoint Connect (or vice versa).
Absolutely. You can customize how Harvest data is recorded in Centerpoint Connect. This includes choosing which data fields go into which fields of Centerpoint Connect, setting up custom formats, and filtering out unwanted information.
The data sync between Harvest and Centerpoint Connect typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Harvest and Centerpoint Connect. 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.
Harvest is a time-tracking and invoicing application that simplifies the process of tracking time for various tasks and projects. It helps organizations and freelancers easily bill clients and better manage their time spent on tasks.
Learn MoreCenterpoint Connect is a construction-based solution designed specifically for roofing companies, offering all the digital tools Roofers need.
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