This automation scenario allows you to connect Harvest, Payment Rails, and Google Sheets.
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated bots 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.
Harvest, Payment Rails and Google Sheets can also be integrated using automation tools other than integromat:
When this trigger fires in Harvest
Triggers when a new user is created.
Then these actions happen in Google Sheets and Google Sheets
Creates a recipient.
Appends a new row to the bottom of the table.
This guide contains information on how to set up an automatic workflow that allows to Create a new Recipient in Payment Rails when a new Person is added in Harvest and record it in Google Sheets.
Part I
First, we need to connect Harvest, Payment Rails 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 Payment Rails to Make.com.
Give Make.com access to your Payment Rails account, using Payment Rails credentials.
Connect Google Sheets to Make.com.
Give Make.com access to your Google Sheets account, using Google Sheets credentials.
Part II
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 Users (Triggers when a new user is created.).
Then set up an Action for Payment Rails
Choose this action: Create a Recipient (Creates a recipient.).
Then set up another Action for Google Sheets
Choose this action: Add a Row (Appends a new row to the bottom of the table.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Harvest, Payment Rails 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 Create a new Recipient in Payment Rails when a new Person is added in Harvest and record it in Google Sheets!
Triggered when a new row is added to the bottom of a spreadsheet.
Triggered when a new row is added or modified in a spreadsheet.
Triggers when a new row is added.
Triggered when a new row is added to the bottom of a spreadsheet - works best with Team Drives.
Triggered when a new row is added or modified in a spreadsheet - works best with Team Drives.
Triggers when a new spreadsheet is created.
Creates a project.
Adds a new task.
Create timesheet entry
Start time entry
Stop time entry
This Action will create a new task in the project you choose. NOTE: You must be an Admin in Harvest to do so.
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.