Connect roi4presenter and Harvest to Build Intelligent Automations

Choose a Trigger

roi4presenter

When this happens...

Choose an Action

Harvest

Automatically do this!

Enable Integrations or automations with these events of roi4presenter and Harvest

Enable Integrations or automations with these events of roi4presenter and Harvest

Triggers

New Client Created

New Client Created

Trigger when new client is created

New User

New User

Trigger when user is created

New Contact

New Contact

Trigger when new contact is created

New Project

New Project

Trigger when new project is created

New Time entry

New Time entry

Trigger when new time entry is created

List Invoice Sent

List Invoice Sent

List Invoice Sent

Actions

Create a Client

Create a Client

Creates a new client

Update a Client

Update a Client

Update an existing client

Create a Contact

Create a Contact

Craete a new contact

Update a Contact

Update a Contact

Update an existing contact

Find a Task

Find a Task

Get an existing task detail by its name

Create a Task

Create a Task

Create a new task

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Frequently Asked Questions

How do I start an integration between roi4presenter and Harvest?

To start, connect both your roi4presenter and Harvest accounts to viaSocket. Once connected, you can set up a workflow where an event in roi4presenter triggers actions in Harvest (or vice versa).

Can we customize how data from roi4presenter is recorded in Harvest?

Absolutely. You can customize how roi4presenter data is recorded in Harvest. This includes choosing which data fields go into which fields of Harvest, setting up custom formats, and filtering out unwanted information.

How often does the data sync between roi4presenter and Harvest?

The data sync between roi4presenter and Harvest 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 roi4presenter to Harvest?

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 roi4presenter and Harvest?

Yes, you can set conditional logic to control the flow of data between roi4presenter and Harvest. 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.

roi4presenter

About roi4presenter

ROI4Presenter is a Web service and mobile application for online presentations and product demo, lead generation and outreach.

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Harvest

About Harvest

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.

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