Capture form submissions, update client records in Airtable, create clients in Harvest, and create new records in Airtable
Capture form submissions, update client records in Airtable, create clients in Harvest, and create new records in Airtable
Create and update client records in Harvest and Airtable based on new or updated submissions. Capture relevant client information and ensure project status is current, leading to improved project management and client engagement.
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Overview
Create and update client records in Harvest and Airtable based on new or updated submissions. Capture relevant client information and ensure project status is current, leading to improved project management and client engagement.