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Get Started FreeTriggers when call is made via CloudTalk.
Triggers when a contact is created or updated in CloudTalk.
Triggers when you add a new client.
Triggers when you add a new contact.
Triggers when you add a new invoice (with line item support).
Triggers when you add a new invoice.
Triggers when you add a new person.
Triggers when you add a new project.
Triggers when you add a new task.
Triggers when a new timesheet entry is created for today.
Triggers when a person is assigned to a project.
Create a contact.
Update an existing contact.
Creates a new timesheet entry for the current day.
Triggers when call is made via CloudTalk.
Triggers when a contact is created or updated in CloudTalk.
Triggers when you add a new client.
Triggers when you add a new contact.
Triggers when you add a new invoice (with line item support).
Triggers when you add a new invoice.
Triggers when you add a new person.
Triggers when you add a new project.
Triggers when you add a new task.
Triggers when a new timesheet entry is created for today.
Triggers when a person is assigned to a project.
Create a contact.
Update an existing contact.
Creates a new timesheet entry for the current day.
Choose CloudTalk as the trigger app, select event, authenticate & successfully Test
After completing the trigger test, select Harvest as the action app from the list.
Connect your Harvest account & authenticate it.
Select the data you want to send from CloudTalk to Harvest & your AI Agent is ready!
New Call
Creates Timesheet Entry
New Contact
Creates Timesheet Entry
CloudTalk makes it easier for modern sales and customer service teams to give better phone support and close more sales.
Harvest is a cloud-based time tracking tool designed for businesses of all sizes. The solution provides timesheet and invoicing features for small businesses and freelancers. Key features include time and expense management, team management, project management, scheduling and invoicing.
The integration between CloudTalk and Harvest is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
While assessing the security of integrating CloudTalk with Harvest, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the CloudTalk-Harvest integration:
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