Keep AgencyZoom and Harvest aligned: when project management events happen in one, update the other automatically.
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).
Common questions about connecting AgencyZoom and Harvest.