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Create a client in Harvest

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

Workflow Overview

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

  • 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.

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.

  1. 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.

Statistics

2
Nodes
0
Downloads
19
Views
515
File Size

Quick Info

Categories
Manual Triggered
Simple Workflow
+1
Complexity
simple

Tags

manual
simple
harvest