An automated workflow using integromat
Connects Harvest + Google Sheets
Send a new client in Harvest as a new row to Google Sheets
About this workflow template
This automation scenario allows you to connect Harvest and Google Sheets
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Harvest and Google Sheets can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Harvest
Watch Clients in Harvest
Triggers when a new client is created.
Then this action happens in Google Sheets
Add a Row in Google Sheets
Appends a new row to the bottom of the table.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Send a new client in Harvest as a new row to Google Sheets.
Part I
Configure Applications
First, we need to connect Harvest and Google Sheets to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Harvest to Make.com.
Give Make.com access to your Harvest account, using Harvest credentials.
Connect Google Sheets to Make.com.
Give Make.com access to your Google Sheets account, using Google Sheets credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Harvest
Choose the following trigger: Watch Clients (Triggers when a new client is created.).
Then set up an Action for Google Sheets
Choose this action: Add a Row (Appends a new row to the bottom of the table.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Harvest and Google Sheets.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Send a new client in Harvest as a new row to Google Sheets!
Related Automation Templates
Supported triggers and actions
New spreadsheet row
Triggers when a new row is added to the bottom of a spreadsheet.
triggerbyzapierNew or updated spreadsheet row
Triggered when a new row is added or modified in a spreadsheet.
triggerbyzapierpabbly-connectWatch new rows
Triggers when a new row is added.
triggerbyintegromatNew spreadsheet row (team drive)
Triggers when a new row is added to the bottom of a Google Team Drive spreadsheet.
triggerbyzapierNew or updated spreadsheet row (team drive)
Triggered when a new row is added or modified in a spreadsheet - works best with Team Drives.
triggerbyzapierNew spreadsheet
Triggers when a new spreadsheet is created.
triggerbyzapierautomateio
Create project
Creates a project.
actionbyzapierintegratelypabbly-connectalbatoCreate task
Adds a new task.
actionbyzapierintegratelypabbly-connectalbatoCreate timesheet entry
Create timesheet entry
actionbyintegratelypabbly-connectpipedreamStart time entry
Start time entry
actionbypipedreamStop time entry
Stop time entry
actionbypipedreamCreate task in project
This Action will create a new task in the project you choose. NOTE: You must be an Admin in Harvest to do so.
actionbyifttt
Apps you need
Google Sheets
Online spreadsheets for personal use and collaboration, part of Google Drive
Google Sheets is a powerful and flexible web and mobile spreadsheet application that lets you collaborate and share your data with others. Create and edit spreadsheets on-the-go, all in real-time.
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
