Harvest
Create new Harvest projects for every new Harvest client
Effortlessly manage your growing client base with this Harvest workflow that creates a new project whenever a new client is added. By streamlining project creation, you can focus on providing exceptional service to your clients. This automation will save you time and help you maintain a consistent and organized project structure within your Harvest account.
Effortlessly manage your growing client base with this Harvest workflow that creates a new project whenever a new client is added. By streamlining project creation, you can focus on providing exceptional service to your clients. This automation will save you time and help you maintain a consistent and organized project structure within your Harvest account.
- When this happens...
New ClientTriggers when a new client is added.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!Create Project
Creates a Project
ActionWriteCreate a new record or update an existing record in your app.
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Invoice Paid
Triggers when an invoice is fully paid.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Client
Triggers when a new client is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Expense
Triggers when a new expense is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Project
Triggers when a project is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planExclude entries created as running timers?
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew User Assignment
Triggers when a user is assigned to a project.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planTimer Stopped
Triggers when a timer is stopped.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planUpdated Invoice
Triggers when an invoice is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNameRequired
Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ClientRequired
NameRequired
Code
Bill By (required)
Hourly Rate
Budget By (required)
Budget
Cost Budget
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
TaskRequired
HoursRequired
Spent DateRequired
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
TaskRequired
Spent DateRequired
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
Invoice Sent
Triggers when an invoice is sent or marked as sent.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Contact
Triggers when new contact is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Invoice
Triggers when an invoice is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Task
Triggers when a new task is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew User
Triggers when a new User is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planTimer Started
Triggers when a timer is started.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planUpdated Client
Triggers when a client is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planExclude entries created as running timers?
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planClientRequired
First NameRequired
Last Name
Email
Title
Mobile Phone
Office Phone
Fax
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project
NameRequired
Billable By Default
Default Hourly Rate
Is Default
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
TaskRequired
Started TimeRequired
Ended TimeRequired
Spent DateRequired
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop Timer
Stops any running timers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client name
Client ID
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
About Harvest
Simple time tracking software and powerful reporting that helps your team thrive.
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Related Zap Templates
- Create timesheet entries in Harvest when Google Calendar events start
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- Add new Harvest time entries to Notion as database items
- Create Harvest time entries for new or updated Google Calendar events
- Create new Trello cards for each new project in Harvest
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- Create Harvest tasks from new or moved Trello cards
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- Create items in monday.com for new projects in Harvest
- Create campfire messages in Basecamp 3 for new projects in Harvest
- Add new Harvest contacts as Mailchimp subscribers
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