Harvest Integration

Here's how to automatically create a client, contact, and project in Harvest whenever an opportunity is marked as won in Copper. It then outputs all of that data in a very organized matter into a Slack notification.

Result:

The entire article with images can be read here. 

UPDATE:

We have since added to this Zap to also have it create that customer in QuickBooks Online with all of the data. In addition, we made it so it creates a Copper custom field within the Company entitled "Harvest Invoices URL" which contains a unique URL that links directly to that client's Harvest Invoices (paid/unpaid). This requires the use of custom Webhooks so it is not as straightforward.

With this in place, we can click a link from the company page to immediately see that client's paid/unpaid invoices and make any modifications we need to. It's as close as we can currently get to a "native Harvest invoices" integration.

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