In this how-to guide

How to create a new client in Harvest for a newly added row on Google Sheets
1. Create your playbook and set the Google Sheets trigger as "New row added"
2. Add the "Get or create client" in Harvest automation
3. Activate your Relay.app playbook
Learn more about integrating with Google Sheets and Harvest
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More how-to guides featuring Google Sheets and Harvest

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How to create a new client in Harvest for a newly added row on Google Sheets

How to create a new client in Harvest for a newly added row on Google Sheets

Relay.app is an automation tool that lets you automate actions across Google Sheets, Harvest, and many other apps. In this guide, we'll show you how to use Relay.app to automatically run the Harvest “Get or create client” action for each Google Sheets “Row added” event.

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Google Sheets > Harvest

Trigger

Last triggered

Row added

Get or create client

1

Create your playbook and set the Google Sheets trigger as "New row added"

After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and responds to your playbook.

To setup this playbook, click "Add trigger" and then select "New row added" under Google Sheets. Then, select the relevant sheet. This will allow your playbook to automatically detect the newly added row in Google Sheets and initiate necessary actions.

If this is your first time using a Google Sheets integration in Relay.app, a prompt will guide you through the connection process.

2

Add the "Get or create client" in Harvest automation

Integrate the Harvest automation into your playbook to ensure the prompt creation of a new client in Harvest when a new row has been added on Google Sheets.

Click the "Add step" button, then locate the "Get or create client" automation for Harvest and input the mandatory and relevant details.

If your Harvest account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Harvest account.

3

Activate your Relay.app playbook

Activating your playbook is the final step to automate the creation of a new client in Harvest. Once turned on, it will respond to each newly added row on Google Sheets by creating a new client in Harvest without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.

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