Effortless Client Creation in Harvest
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Automate the creation of new clients directly within your Harvest account. This workflow streamlines your sales and onboarding process by eliminating manual data entry.
About This Workflow
This n8n workflow is designed to simplify the process of adding new clients to your Harvest account. By triggering a manual execution, you can instantly create a new client record, ensuring your project management and billing system is always up-to-date. This integration saves valuable time for your sales and operations teams, allowing them to focus on building client relationships rather than administrative tasks. It's a fundamental step towards a more efficient and organized business workflow, ensuring seamless data flow between your CRM or lead generation efforts and your core project management tool.
Key Features
- Manual Trigger: Initiate client creation with a simple click.
- Harvest Integration: Seamlessly connect to your Harvest account.
- Client Creation Operation: Directly create new client records.
- Streamlined Workflow: Reduce manual data entry and potential errors.
How To Use
- Configure the Manual Trigger: Click on the 'On clicking 'execute'' node to open its settings. This node requires no parameters.
- Set up the Harvest Node:
- Click on the 'Harvest' node to open its settings.
- Ensure the 'Resource' is set to 'Client' and the 'Operation' is set to 'Create'.
- You will need to configure your Harvest API credentials under 'Credentials'.
- The 'Name' field for the client will need to be provided when you execute the workflow, or you can set it to a static value or pull it from another node if you expand the workflow.
- Connect the Nodes: Ensure the output of the 'On clicking 'execute'' node is connected to the input of the 'Harvest' node.
- Activate the Workflow: Set the workflow to 'Active' to enable its execution.
Apps Used
Workflow JSON
{
"id": "5422ea9f-25ba-4970-b873-482d91434d9a",
"name": "Effortless Client Creation in Harvest",
"nodes": 15,
"category": "Sales",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
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ID: 5422ea9f-25ba...
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