Harvest + SmartSuite
Send Harvest invoices and create records in SmartSuite instantly
Stay organized and efficient with each sent invoice from Harvest leading to the creation of a new record in SmartSuite. This workflow ensures that all your billing information is mirrored systematically in both applications, saving you valuable time. Track your sales effortlessly with this seamless data transfer process, letting you focus more on your core business functions.
Stay organized and efficient with each sent invoice from Harvest leading to the creation of a new record in SmartSuite. This workflow ensures that all your billing information is mirrored systematically in both applications, saving you valuable time. Track your sales effortlessly with this seamless data transfer process, letting you focus more on your core business functions.
- When this happens...Invoice Sent
Triggers when a invoice is sent or marked as sent.
- automatically do this!Create Record
Triggers when new record is created.
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