Triggers are the events that start an automation, such as a new row, updated record, incoming message, or scheduled check. MindCloud watches for the trigger and starts the workflow when the event happens.

Automate tasks across Harvest with Refersion

Q: How do triggers and actions work together?

A trigger starts the workflow, then actions do the work in connected apps. For example, a trigger can detect a new item and an action can send a message, create a task, update a record, or sync data.

Q: Can I create an automation right away?

Yes. You can describe the workflow you want, connect the apps involved, and use MindCloud to turn that request into an automation your team can refine and run.

Trigger

Action

Businesses automate real work through MindCloud every day.

Automate your first task

Use MindCloud Cirra to make Harvest and Refersion talk.
Here are some common ways to automate work between them.

Send a Refersion notification when Harvest receives a high-priority item.Try now

Create a Refersion follow-up from new qualified activity in Harvest.Try now

Copy new customer details from Harvest into Refersion.Try now

Update the matching Refersion item when a Harvest status changes.Try now

Start a review in Refersion when Harvest flags an exception.Try now

Summarize new Harvest activity and save it in Refersion.Try now

How MindCloud automates work

MindCloud uses Cirra to give your workplace superpowers.
Use her to powerhouse through your Harvest and Refersion work.

Connect your Harvest and Refersion. The first step is to give Cirra access to your applications.

Teach Cirra to work between them. Simply explain what you want done between them and how you use them.

Automate that work. All your apps will talk to each other and work together. No technical knowledge needed.

Every action you need

Access 44 actions between Harvest and Refersion.
Can’t find an action you need? Let us know.

Create ExpenseCreateCreate expense in Harvest.Update ExpenseUpdateUpdate expense in Harvest.Create InvoiceCreateCreate invoice in Harvest.Delete invoiceDeleteDelete invoice in Harvest.Update InvoiceUpdateUpdate invoice in Harvest.Delete projectDeleteDelete project in Harvest.List Expense CategoriesReadRun a list expense categories action in Harvest.Create ClientCreateCreate client in Harvest.List ClientsReadRun a list clients action in Harvest.Retrieve ClientReadRun a retrieve client action in Harvest.Update ClientUpdateUpdate client in Harvest.Retrieve CompanyReadRun a retrieve company action in Harvest.Create ContactCreateCreate contact in Harvest.List ContactsReadRun a list contacts action in Harvest.Retrieve ContactReadRun a retrieve contact action in Harvest.

Frequently Asked Questions

New to MindCloud? We've got you. Here are some answers to common questions about how MindCloud works with Harvest and Refersion.

What does MindCloud do with Harvest and Refersion?

MindCloud connects Harvest and Refersion so teams can automate handoffs, updates, alerts, and record changes without building one-off scripts.

What are triggers?

How do triggers and actions work together?

Can I create an automation right away?

Related integrations

Explore other ways to connect Harvest with the apps your team already uses, or browse every Harvest and Refersion integrations.

Connect all of your apps, not just some of them.

You can't automate business processes end-to-end if you can only connect to half of them.

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