
When this happens...
New User
New Company
Company Updated
New Discoveries
New Messages

Automatically do this!
Create Invoice
Create Contact
Create Item
Create Estimate
Create Contact Person
Find Contact
Record Payment
Find Invoice
Update Contact
Find contact
Update invoice
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new user created.
Tiggers when a new company Cretaed.
Triggers when a new Company Update.
Tiggers when a new discoveries created.
Tiggera when a new message Cretaed.
Action is the task that follows automatically within your Harvestr integrations.
Creates a new message in your inbox.
Create a new Company.
List all users.
List all companies
List all components
List all discoveries

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To start, connect both your Harvestr and Zoho Invoice accounts to viaSocket. Once connected, you can set up a workflow where an event in Harvestr triggers actions in Zoho Invoice (or vice versa).
Absolutely. You can customize how Harvestr data is recorded in Zoho Invoice. This includes choosing which data fields go into which fields of Zoho Invoice, setting up custom formats, and filtering out unwanted information.
The data sync between Harvestr and Zoho Invoice 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 Zoho Invoice. 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.
Harvestr is a product management tool that lets you centralize user feedback, prioritize features and communicate on your roadmap.
Learn MoreZoho Invoice is an easy invoice software meant for small businesses and freelancers. Accept payments online, automate payment reminders and recurring billing
Learn More