Harvest + monday.com

Create new items in monday.com when new clients are added in Harvest

Stay on top of your project management with this intuitive workflow between Harvest and monday.com. As soon as a new client is added in Harvest, an item is created in your monday.com board. Not only does this automation provide a clear reference point for each new client, but it also ensures that every addition is directly and swiftly inputted into your project management tool. Boost your efficiency and never let a new client slip through the cracks again.

Stay on top of your project management with this intuitive workflow between Harvest and monday.com. As soon as a new client is added in Harvest, an item is created in your monday.com board. Not only does this automation provide a clear reference point for each new client, but it also ensures that every addition is directly and swiftly inputted into your project management tool. Boost your efficiency and never let a new client slip through the cracks again.

  1. When this happens...
    HarvestHarvest
    New Client

    Triggers when a new client is added.

    TriggerScheduled
  2. automatically do this!
    monday.commonday.com
    Create Item

    Create a new Item in a board

    ActionWrite
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Supported triggers and actions

  • Harvest triggers, actions, and search

    Invoice Paid

    Triggers when an invoice is fully paid.

    Trigger
    Scheduled
    Try It
  • Harvest triggers, actions, and search

    New Client

    Triggers when a new client is added.

    Trigger
    Scheduled
    Try It
  • Harvest triggers, actions, and search

    New Expense

    Triggers when a new expense is added.

    Trigger
    Scheduled
    Try It
  • Harvest triggers, actions, and search

    New Project

    Triggers when a project is created.

    Trigger
    Scheduled
    Try It
harvest logo
harvest logo

About Harvest

Simple time tracking software and powerful reporting that helps your team thrive.
Learn more

Related categories

  • Time Tracking Software
monday logo
monday logo

About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.

Related categories

  • Project Management

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