An automated workflow using integromat
Connects Harvest
Add a new line item in a new invoice in Harvest
About this workflow template
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.
Categories
Harvest can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Harvest
Watch Invoices in Harvest
Triggers when a new invoice is created.
Then this action happens in Harvest
Create Invoice Line Item in Harvest
Adds new line item to specific invoice.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Add a new line item in a new invoice in Harvest.
Part I
Configure Applications
First, we need to connect Harvest 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.
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 Invoices (Triggers when a new invoice is created.).
Then set up an Action for Harvest
Choose this action: Create Invoice Line Item (Adds new line item to specific invoice.).
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.
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 Add a new line item in a new invoice in Harvest!
Related Automation Templates
Supported triggers and actions
New timesheet entry
Triggers when a new timesheet entry is created for today.
triggerbyzapierpipedreamalbatoNew time entry
New time entry
triggerbypipedreamzapierNew project
Triggers when you add a new project.
triggerbyzapierpabbly-connectalbatoNew invoice entry
New invoice entry
triggerbypipedreamProject created
This Trigger fires every time you create a new project on Harvest.
triggerbyiftttNew contact
Triggers when you add a new contact.
triggerbyzapierautomateioalbato
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
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.
