Airtable + Harvest

Create clients in Harvest from new records in Airtable

Streamline your task-flow with this user-friendly workflow. As soon as a new record is added in Airtable, it instantly creates a new client in Harvest. This aids in boosting your productivity by ensuring time efficiency and precise data transfer. Now, you can prioritize crucial business operations while this automation handles your repetitive tasks.

When this happens...
New Record
Triggers when a new record is created. Optionally: triggers when any record (new or existing) is first added to a selected view.
TriggerScheduled
automatically do this!
Create Client
Creates a Client
ActionWrite

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Supported triggers and actions

- BaseRequired
- TableRequired
- Limit to View
- Include file contents?
Trigger
Scheduled
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- BaseRequired
- TableRequired
Action
Write
- BaseRequired
- TableRequired
- Lookup FieldRequired
- Secondary Lookup Field
Action
Write
- BaseRequired
- TableRequired
- RecordRequired
Action
Write
- BaseRequired
- TableRequired
- Search by Field
- Search Value
- Search for Exact Match?
- Search Formula
- Limit to View
- Include file contents?
- Max Records
Action
Search

- BaseRequired
- TableRequired
- Search by Field
- Search Value
- Search for Exact Match?
- Search Formula
- Limit to View
- Include file contents?
- Max Records
Action
Search or write
Invoice Paid
Triggers when an invoice is fully paid.
Trigger
Scheduled
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New Client
Triggers when a new client is added.
Trigger
Scheduled
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New Expense
Triggers when a new expense is added.
Trigger
Scheduled
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New Project
Triggers when a project is created.
Trigger
Scheduled
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- Exclude entries created as running timers?
Trigger
Scheduled
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New User Assignment
Triggers when a user is assigned to a project.
Trigger
Scheduled
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Timer Stopped
Triggers when a timer is stopped.
Trigger
Scheduled
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Updated Invoice
Triggers when an invoice is updated.
Trigger
Scheduled
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- NameRequired
- Address
Action
Write
- ClientRequired
- NameRequired
- Code
- Bill By
- Hourly Rate
- Budget By
- Budget
- Cost Budget
- Notes
Action
Write
- ProjectRequired
- TaskRequired
- HoursRequired
- Spent DateRequired
- Notes
Action
Write
- ProjectRequired
- TaskRequired
- Spent DateRequired
- Notes
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Invoice IDRequired
Action
Search
- NameRequired
Action
Search

- BaseRequired
- TableRequired
- Help Text
- Which timestamp field should this Zap use to check for updates?Required
- Limit to View
- Include file contents?
Trigger
Scheduled
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- Cache Copy
- BaseRequired
- TableRequired
Action
Write
- BaseRequired
- TableRequired
- RecordRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- BaseRequired
- TableRequired
- Search by Field
- Search Value
- Search for Exact Match?
- Search Formula
- Limit to View
Action
Search
- BaseRequired
- TableRequired
- Search by Field
- Search Value
- Search for Exact Match?
- Search Formula
- Limit to View
Action
Search or write
Invoice Sent
Triggers when an invoice is sent or marked as sent.
Trigger
Scheduled
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New Contact
Triggers when new contact is added.
Trigger
Scheduled
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New Invoice
Triggers when an invoice is created.
Trigger
Scheduled
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New Task
Triggers when a new task is added.
Trigger
Scheduled
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New User
Triggers when a new User is added.
Trigger
Scheduled
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Timer Started
Triggers when a timer is started.
Trigger
Scheduled
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Updated Client
Triggers when a client is updated.
Trigger
Scheduled
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- Exclude entries created as running timers?
Trigger
Scheduled
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- ClientRequired
- First NameRequired
- Last Name
- Email
- Title
- Mobile Phone
- Office Phone
- Fax
Action
Write
- Project
- NameRequired
- Billable By Default
- Default Hourly Rate
- Is Default
Action
Write
- ProjectRequired
- TaskRequired
- Started TimeRequired
- Ended TimeRequired
- Spent DateRequired
- Notes
Action
Write
Stop Timer
Stops any running timers
Action
Write
- Client name
- Client ID
Action
Search
- NameRequired
Action
Search

About Airtable

Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.

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