STEP 1
Connect AgencyZoom and Harvest
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
AgencyZoom and Harvest Integration
Keep AgencyZoom and Harvest in sync by integrating their events and actions. When project management events happen in AgencyZoom, update the Harvest automatically - without any line of code in visual workflow builder.
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Learn about AgencyZoom and Harvest
Detailed info you need to know about AgencyZoom and Harvest integrations in WEXTL. Explore which modules apps support and how you connect them.
AgencyZoom
Sales and onboarding platform for insurance agencies, with producer leaderboards and goal tracking. [5]
How to connect AgencyZoom to Harvest
Set up your AgencyZoom and Harvest integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected AgencyZoom and Harvest nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between AgencyZoom and Harvest. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between AgencyZoom and Harvest work in WEXTL?
WEXTL exposes actions and triggers for AgencyZoom and Harvest that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
AgencyZoom triggersHarvest actions
AgencyZoom modules
- Complete a TaskCompletes a task in a specified service.
- Create a Business LeadCreates a new business lead.
- Create a NoteCreates a note for a lead.
- Create a Personal LeadCreates a new personal lead.
- Create a TaskCreates a new task.
- Delete a LeadDeletes a single lead.
- Delete a TaskDeletes an existing task.
- Get a LeadRetrieves lead details.
- Get a TaskRetrieves details of a single task.
- List Lead NotesRetrieves a lead notes list for a specific lead.
- List Lead OpportunitiesRetrieves a list of opportunities for a lead.
- List Lead TasksRetrieves a list of tasks for a specific lead.
- Make an API CallPerforms an arbitrary authorized API call.
- Reopen a TaskMarks a task as active again.
- Search LeadsSearches for leads by specified criteria.
- Search TasksSearches for tasks by specified criteria.
- Update a Business LeadUpdates an existing business lead.
- Update a Personal LeadUpdates a personal lead.
- Update a TaskUpdates a single task's details.
- Watch New LeadsTriggers when a new lead is created.
- Watch New TasksTriggers when a new task is added.
- Watch Updated LeadsTriggers when a lead has an activity or is updated.
Harvest modules
- Create ClientCreates a new client.
- Create ContactCreates a new contact.
- Create EstimateCreates a new estimate.
- Create Estimate Item CategoryCreates a new estimate item category.
- Create Estimate MessageCreates a new estimate message.
- Create ExpenseCreates a new expense.
- Create Expense CategoryCreates a new expense category.
- Create InvoiceCreates a new invoice.
- Create Invoice Item CategoryCreates a new invoice item category.
- Create Invoice MessageCreates a new invoice message.
- Create Invoice PaymentCreates a new invoice payment.
- Create ProjectCreates a new project.
- Create RoleCreates a new role.
- Create TaskCreates a new task.
- Create Task AssignmentCreates a new task assignment.
- Create Time EntryCreates a new time entry.
- Create UserCreates a new user.
- Create User AssignmentCreates a new user assignment.
- Create User Billable RateCreates a new user billable rate.
- Create User Cost RateCreates a new user cost rate.
- Delete ClientDeletes an existing client.
- Delete ContactDeletes an existing contact.
- Delete EstimateDeletes an existing estimate.
- Delete Estimate Item CategoryDeletes an existing estimate item category.
- Delete Estimate MessageDeletes an existing estimate message.
- Delete ExpenseDeletes an existing expense.
- Delete Expense CategoryDeletes an existing expense category.
- Delete InvoiceDeletes an existing invoice.
- Delete Invoice Item CategoryDeletes an existing invoice item category.
- Delete Invoice MessageDeletes an existing invoice message.
- Delete Invoice PaymentDeletes an existing invoice payment.
- Delete ProjectDeletes an existing project.
- Delete RoleDeletes an existing role.
- Delete TaskDeletes an existing task.
- Delete Task AssignmentDeletes an existing task assignment.
- Delete Time EntryDeletes an existing time entry.
- Delete Time Entry External ReferenceDeletes an existing time entry external reference.
- Delete UserDeletes an existing user.
- Delete User AssignmentDeletes an existing user assignment.
- Get ClientReturns Client.
- Get CompanyReturns Company.
- Get ContactReturns Contact.
- Get Current UserReturns Current User.
- Get EstimateReturns Estimate.
- Get Estimate Item CategoryReturns Estimate Item Category.
- Get ExpenseReturns Expense.
- Get Expense Categories ReportReturns Expense Categories Report.
- Get Expense CategoryReturns Expense Category.
- Get Expense Clients ReportReturns Expense Clients Report.
- Get Expense Projects ReportReturns Expense Projects Report.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with AgencyZoom and Harvest integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting AgencyZoom and Harvest.
Connect your AgencyZoom and Harvest accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when AgencyZoom's "Watch New Leads" fires, WEXTL can "Create Client" in Harvest. AgencyZoom has 3 triggers (including Watch New Leads, Watch New Tasks, and Watch Updated Leads); Harvest has 114 actions (including Create Client, Create Contact, and Create Estimate). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. AgencyZoom-to-Harvest automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment AgencyZoom (or Harvest) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your AgencyZoom + Harvest automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the AgencyZoom and Harvest integration.
- AgencyZoom and Harvest integration source code, module specs and credentials implementation.
- Our AgencyZoom and Harvest integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for AgencyZoom and Harvest — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- AgencyZoom integration information
- Harvest integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library