How can I filter for specific case types?

DryMerge allows you to set filters based on case types in Salesforce. Specify your criteria, and the timesheet entries will be created in Harvest accordingly.

Can I also use this with Zendesk instead of Salesforce?

Yes, you can use this with Zendesk instead of Salesforce. Describe the necessary changes, and DryMerge will configure the automation to fit Zendesk.

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

This automation is valuable for support teams and project managers who need to track and bill time spent on customer cases and technical issues accurately.

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Harvest + Salesforce

Create Harvest Timesheet Entries from Salesforce Cases

Maximize your project efficiency by creating timesheet entries in Harvest from Salesforce cases. This ensures that technical and customer support efforts are accurately tracked and billed.

New Case

Triggers when a case is created in Salesforce.

Create Timesheet Entry

Generates timesheet entries for new Salesforce cases.

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

or pick a common variation below

Convert Overdue Harvest Timesheets into Salesforce Tasks

Harvest + Salesforce

Create Harvest Projects from Salesforce Campaigns

Harvest + Salesforce

Create Harvest Feedback Tasks from Salesforce Client Feedback

Harvest + Salesforce

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create Harvest timesheet entries from Salesforce cases"

Create Harvest timesheet entries from Salesforce cases

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.

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Zoho CRM

CRM Platform

Get Started with DryMerge

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