Create a new Recipient in Payment Rails when a new Person is added in Harvest and record it in Google Sheets

First, we need to connect Harvest, Payment Rails and Google Sheets to Make.com.

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  Create Make.com account.

  Create Make.com account if you don't have one.

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  Connect Harvest to Make.com.

  Give Make.com access to your Harvest account, using Harvest credentials.

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  Connect Payment Rails to Make.com.

  Give Make.com access to your Payment Rails account, using Payment Rails credentials.

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  Connect Google Sheets to Make.com.

  Give Make.com access to your Google Sheets account, using Google Sheets credentials.

Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.

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  Set up a Trigger action for Harvest

  Choose the following trigger: Watch Users (Triggers when a new user is created.).

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  Then set up an Action for Payment Rails

  Choose this action: Create a Recipient (Creates a recipient.).

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  Then set up another Action for Google Sheets

  Choose this action: Add a Row (Appends a new row to the bottom of the table.).

Finally, we need to test this automation and publish it.

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  Customize data flow

  Configure the data that is exchanged between Harvest, Payment Rails and Google Sheets.

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  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 Create a new Recipient in Payment Rails when a new Person is added in Harvest and record it in Google Sheets!