Manage new Outlign clients by creating them in Harvest
Streamline your client management by linking Outlign and Harvest together. This workflow springs into action when you add a new client in Outlign. It captures the details and promptly creates a new client profile in Harvest. No more time wasted on repetitive data entry tasks. Instead, focus on delivering exceptional service to your clients.
Streamline your client management by linking Outlign and Harvest together. This workflow springs into action when you add a new client in Outlign. It captures the details and promptly creates a new client profile in Harvest. No more time wasted on repetitive data entry tasks. Instead, focus on delivering exceptional service to your clients.
- When this happens...New Client
Triggers when a new client is created.
- automatically do this!Create Client
Creates a Client
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