How can I filter for specific task completions?

DryMerge allows you to set filters based on specific task or milestone completions in Harvest. Define your criteria, and DryMerge will create follow-up tasks in Salesforce accordingly.

Can I also use this with Trello instead of Salesforce?

Yes, you can use this with Trello instead of Salesforce. Simply describe the changes you need, and DryMerge will configure the automation accordingly.

Which people use this automation? What do they use it for?

This automation is beneficial for client managers and project coordinators who need to stay on top of follow-ups and ensure smooth project transitions upon major task completions.

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Harvest + Salesforce

Create Follow-Up Tasks in Salesforce from Harvest Time Logs

Streamline your client communications by creating follow-up tasks in Salesforce based on time logged in Harvest. This helps ensure timely follow-ups on client projects upon milestone completions.

Logged Time

Triggers when significant time is logged in Harvest.

Create Follow-Up Task

Creates follow-up tasks based on time logs.

See more Harvest to Salesforce integrations or use AI to customize your automation.

or pick a common variation below

Update Salesforce Projects from Harvest Timesheet Entries

Harvest + Salesforce

Sync New Salesforce Contacts to Harvest

Harvest + Salesforce

Create Harvest Projects from Salesforce Campaigns

Harvest + Salesforce

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create follow-up tasks in Salesforce from Harvest time logs"

Create follow-up tasks in Salesforce from Harvest time logs

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Harvest + Salesforce.

Create Contact

Creates a new contact in Salesforce

Delete Contact

Deletes a contact in Salesforce

Update Contact

Updates an existing contact in Salesforce

Read Contact

Reads details of a contact in Salesforce

Create Account

Creates a new account in Salesforce

Delete Account

Deletes an account in Salesforce

Update Account

Updates an account in Salesforce

Read Account

Reads an account in Salesforce

Create Case

Creates a new case in Salesforce

Delete Case

Deletes a case in Salesforce

Update Case

Updates an existing case in Salesforce

Read Case

Reads details of a case in Salesforce

App details

Harvest

Harvest is a time tracking and invoicing software. Track time spent on projects, create and send invoices, and analyze team productivity to streamline your business operations.

Salesforce

Salesforce is a leading customer relationship management (CRM) platform. Automate sales processes and manage customer data.

Related apps

Asana

Project Management

HubSpot

CRM Platform

Zoho CRM

CRM Platform

Get Started with DryMerge

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