How can I filter deals based on deal value?

DryMerge allows you to filter deals by their value. Specify your criteria for deal value, and only those deals will trigger invoice creation in Harvest.

Can I use this with QuickBooks instead of Harvest?

Yes, you can use this with QuickBooks instead of Harvest. Just describe the necessary changes, and DryMerge will adjust the automation accordingly.

Who benefits from this automation and why?

This automation is beneficial for finance teams and project managers who need to ensure that all stages of a deal are billed promptly to maintain cash flow.

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Harvest + Pipedrive

Create Harvest Invoices for Pipedrive Deal Stage Changes

Ensure timely payments by creating invoices in Harvest whenever a deal stage is changed in Pipedrive. This automation is perfect for businesses that need to bill clients as projects progress or stages are completed.

Deal Stage Changed

Triggers when a deal stage is changed in Pipedrive.

Create Invoice

Creates an invoice in Harvest.

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

or pick a common variation below

Create Harvest Invoices for Completed Pipedrive Deals

Harvest + Pipedrive

Create Harvest Projects for New Pipedrive Deals

Harvest + Pipedrive

Create Harvest Tasks for New Pipedrive Contacts

Harvest + Pipedrive

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create Harvest invoices for Pipedrive deal stage changes"

Create Harvest invoices for Pipedrive deal stage changes

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 + Pipedrive.

Create Activity

Creates a new activity in Pipedrive

Update Activity

Updates an existing activity in Pipedrive

Delete Activity

Deletes an activity in Pipedrive

Create Deal

Creates a new deal in Pipedrive

Update Deal

Updates an existing deal in Pipedrive

Delete Deal

Deletes a deal in Pipedrive

Add Follower to Deal

Adds a follower to a deal in Pipedrive

Remove Follower from Deal

Removes a follower from a deal in Pipedrive

Create Lead

Creates a new lead in Pipedrive

Update Lead

Updates an existing lead in Pipedrive

Delete Lead

Deletes a lead in Pipedrive

Create Note

Creates a new note in Pipedrive

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.

Pipedrive

Pipedrive is a sales CRM and pipeline management software. Track deals, communicate with customers, and automate sales processes.

Related apps

Asana

Project Management

HubSpot

CRM Platform

Salesforce

Sales CRM

Get Started with DryMerge

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