ClickUp + Harvest
Create folders in ClickUp for new clients in Harvest
Easily manage your client information across platforms with this workflow. When you add a new client in Harvest, it creates a corresponding folder in ClickUp immediately. This streamlined process helps you keep all client-specific files and tasks neatly organized in one place, enhancing project management and client service delivery.
Easily manage your client information across platforms with this workflow. When you add a new client in Harvest, it creates a corresponding folder in ClickUp immediately. This streamlined process helps you keep all client-specific files and tasks neatly organized in one place, enhancing project management and client service delivery.
- When this happens...New Client
Triggers when a new client is added.
- automatically do this!Create Folder
Triggers when new folders are created.
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About ClickUp
ClickUp is a productivity platform that allows you to manage your work and personal tasks in a beautifully intuitive environment.
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About Harvest
Simple time tracking software and powerful reporting that helps your team thrive.