Connect Harvestr and Orderry to Build Intelligent Automations
Choose a Trigger
When this happens...
New User Is Created
Company Is Created
New Discovery Created
New Message Created
New Submitter
Choose an Action
Automatically do this!
Create Task
Create Comment on Task
Create Order Comment
Create Comment for Invoice
Create Client
Update Contact
Create Inquiry
Create Payment
Update Task
Ready to use Harvestr and Orderry automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New User Is Created
Runs when new user is created
Company Is Created
Runs when company is created
New Discovery Created
Runs when new discovery created
New Message Created
Runs when new message created
New Submitter
Runs when New Submitter
Task Created
Triggers when New Task.
Do thisActions
Action is the task that follows automatically within your Harvestr integrations.
Create Message
Create a new inbox message
Create Company
Add a new company
Search Discoveries
Find discoveries by filters
List Company Attributes
Show all company attributes
List User Attributes
Show all user attributes
Create New User
Add a new user
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Frequently Asked Questions
To start, connect both your Harvestr and Orderry accounts to viaSocket. Once connected, you can set up a workflow where an event in Harvestr triggers actions in Orderry (or vice versa).
Absolutely. You can customize how Harvestr data is recorded in Orderry. This includes choosing which data fields go into which fields of Orderry, setting up custom formats, and filtering out unwanted information.
The data sync between Harvestr and Orderry 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 Harvestr and Orderry. 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.
About Harvestr
Harvestr is a product management tool that lets you centralize user feedback, prioritize features and communicate on your roadmap.
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