How can I filter for invoices above a certain value?

DryMerge allows you to set filters for invoice values. You can specify the minimum amount for an invoice to trigger the creation of a corresponding opportunity in Salesforce.

Can I also use this with Zoho CRM instead of Salesforce?

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

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

This automation is particularly useful for accounting and sales teams who need to keep track of client billing and ensure that no opportunity for sales or follow-up is missed.

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Harvest + Salesforce

Create Salesforce Opportunities from Harvest Invoices

This automation seamlessly streamlines your client invoicing process. Whenever an invoice is created in Harvest, a new corresponding opportunity is generated in Salesforce. This ensures that your sales team can track and manage client billing efficiently without missing a beat.

New Invoice

Triggers when a new invoice is created in Harvest.

Create Opportunity

Creates a corresponding opportunity for each new invoice.

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

Create Salesforce Reminders from Harvest Expenses

Harvest + Salesforce

Create Salesforce Tasks for Billable Harvest Milestones

Harvest + Salesforce

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create Salesforce opportunities from Harvest invoices"

Create Salesforce opportunities from Harvest invoices

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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