Harvest + Quotient

Create Harvest projects from accepted Quotient quotes

Need to organize who’s taking care of what after a quote has been accepted in Quotient? Use Zapier to automatically create a project in Harvest whenever a quote is accepted in Quotient.

When this happens...
Quote Accepted
Triggers when a Quote is Accepted.
TriggerInstant
automatically do this!
Finds a project by name
ActionWrite

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Supported triggers and actions

What does this mean?

Quote Accepted
Triggers when a Quote is Accepted.
Trigger
Instant
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Customer Asked Question
Triggers when a Customer asks a New Question.
Trigger
Instant
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Customer Viewed Quote
Triggers every time a Customer views a Quote. Note: Concurrent views within a 6 hour period will fire a trigger on the first-view only.
Trigger
Instant
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- SubjectRequired
- MessageRequired
- EmailRequired
- First NameRequired
- Last Name
- Company
- Phone
- Notes
- Potential Value ($)
- Address Type
- Address Street
- Address City
- Address State
- Address Zip
- Address Country
Action
Write
Invoice Sent
Triggers when an invoice is sent or marked as sent.
Trigger
Scheduled
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New Contact
Triggers when new contact is added.
Trigger
Scheduled
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New Invoice
Triggers when an invoice is created.
Trigger
Scheduled
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New Task
Triggers when a new task is added.
Trigger
Scheduled
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New User
Triggers when a new User is added.
Trigger
Scheduled
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Timer Started
Triggers when a timer is started.
Trigger
Scheduled
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Updated Client
Triggers when a client is updated.
Trigger
Scheduled
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- Exclude entries created as running timers?
Trigger
Scheduled
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- ClientRequired
- First NameRequired
- Last Name
- Email
- Title
- Mobile Phone
- Office Phone
- Fax
Action
Write
- Project
- NameRequired
- Billable By Default
- Default Hourly Rate
- Is Default
Action
Write
- ProjectRequired
- TaskRequired
- Started TimeRequired
- Ended TimeRequired
- Spent DateRequired
- Notes
Action
Write
Stop Timer
Stops any running timers
Action
Write
- Client name
- Client ID
Action
Search
- NameRequired
Action
Search

Quote Declined
Triggers when a Quote is Declined.
Trigger
Instant
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Quote Sent
Triggers when a New Quote is first Sent.
Trigger
Instant
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- EmailRequired
- First NameRequired
- Last Name
- Company
- Phone
- Address Type
- Address Street
- Address City
- Address State
- Address Zip
- Address Country
Action
Write
Invoice Paid
Triggers when an invoice is fully paid.
Trigger
Scheduled
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New Client
Triggers when a new client is added.
Trigger
Scheduled
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New Expense
Triggers when a new expense is added.
Trigger
Scheduled
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New Project
Triggers when a project is created.
Trigger
Scheduled
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- Exclude entries created as running timers?
Trigger
Scheduled
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New User Assignment
Triggers when a user is assigned to a project.
Trigger
Scheduled
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Timer Stopped
Triggers when a timer is stopped.
Trigger
Scheduled
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Updated Invoice
Triggers when an invoice is updated.
Trigger
Scheduled
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- NameRequired
- Address
Action
Write
- ClientRequired
- NameRequired
- Code
- Bill By
- Hourly Rate
- Budget By
- Budget
- Cost Budget
- Notes
Action
Write
- ProjectRequired
- TaskRequired
- HoursRequired
- Spent DateRequired
- Notes
Action
Write
- ProjectRequired
- TaskRequired
- Spent DateRequired
- Notes
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Invoice IDRequired
Action
Search
- NameRequired
Action
Search

About Harvest

Simple time tracking software and powerful reporting that helps your team thrive.

Learn more Help

Related categories

Time Tracking Software

About Quotient

Quotient is online quoting that enables your customer to pick-and-choose, ask a question, and ultimately accept your offer.

Learn more Help

Related categories

Proposal & Invoice Management

Harvest + Quotient

Create Harvest projects from accepted Quotient quotes

Quote Accepted

Customer Asked Question

Customer Viewed Quote

Create Lead

Last Name

Company

Phone

Notes

Potential Value ($)

Address Type

Address Street

Address City

Address State

Address Zip

Address Country

Invoice Sent

New Contact

New Invoice

New Task

New User

Timer Started

Updated Client

Updated Time Entry

Exclude entries created as running timers?

Create Contact

Last Name

Email

Title

Mobile Phone

Office Phone

Fax

Create Task

Project

Billable By Default

Default Hourly Rate

Is Default

Create Time Entry (Start & End Times)

Notes

Stop Timer

Find Client

Client name

Client ID

Find Project

Quote Declined

Quote Sent

Create Contact

Last Name

Company

Phone

Address Type

Address Street

Address City

Address State

Address Zip

Address Country

Invoice Paid

New Client

New Expense

New Project

New Time Entry

Exclude entries created as running timers?

New User Assignment

Timer Stopped

Updated Invoice

Create Client

Address

Create Project

Code

Bill By

Hourly Rate

Budget By

Budget

Cost Budget

Notes

Create Time Entry

Notes

Start Timer

Notes