Create a client in Harvest

Harvest integration for creating clients with a simple manual trigger, streamlining client onboarding and enhancing project management efficiency.

7/8/2025
2 nodes
Simple
manualsimpleharvest
Categories:
Manual TriggeredSimple WorkflowBusiness Process Automation
Integrations:
Harvest

Target Audience

  • Freelancers: Individuals managing multiple clients and projects who need to streamline client creation.
    - Small Business Owners: Entrepreneurs looking to efficiently manage their client database without manual entry.
    - Project Managers: Professionals who require quick access to client information for project planning and execution.
    - Accountants: Users who need to create and manage client information for billing and invoicing purposes.

    • Problem Solved

    This workflow automates the process of creating a new client in Harvest, eliminating the need for manual data entry. By triggering this workflow, users can quickly add clients to their Harvest account, reducing time spent on administrative tasks and minimizing the risk of errors in client information.

    Workflow Steps

  • Manual Trigger: The workflow starts when the user clicks the 'execute' button. This initiates the process of creating a new client in Harvest.
    2. Harvest Node: After the trigger, the workflow proceeds to the Harvest node where it creates a new client. Users need to provide the client's name and any additional fields required for the client setup.
    3. Completion: Once the client is created, the workflow completes, allowing the user to confirm the addition of the new client in their Harvest account.

    • Customization Guide

  • Client Name: Users can customize the 'name' parameter in the Harvest node to specify the client's name they wish to add.
    - Additional Fields: Users can include other relevant details such as email, phone number, and address in the 'additionalFields' section to enhance client information.
    - Credentials: Ensure that the 'harvestApi' credentials are correctly set up to allow the workflow to access the Harvest API securely.
    - Node Positioning: Users can adjust the positioning of the nodes in the workflow for better visualization and organization, though this does not affect functionality.