Update Harvest client information when a row is updated in Google Sheets
Update Harvest client information when a row is updated in Google Sheets
Launch this workflow to connect
Google Sheets &
Harvest
!
■Overview
Managing client information in Google Sheets and manually transferring and updating it in Harvest is time-consuming and increases the risk of missed updates.
This process can become especially cumbersome when information changes frequently.
With this workflow, Harvest client information is automatically updated whenever a row in Google Sheets is updated, eliminating the need for duplicate data entry and reducing human error.
■Recommended for
Managing client information in Google Sheets and manually transferring and updating it in Harvest is time-consuming and increases the risk of missed updates.
This process can become especially cumbersome when information changes frequently.
With this workflow, Harvest client information is automatically updated whenever a row in Google Sheets is updated, eliminating the need for duplicate data entry and reducing human error.
■Recommended for
- Those managing customer information separately in Google Sheets and Harvest
- Project managers who find manual information updates time-consuming and inefficient
- Those who want to eliminate missed updates and data entry errors while maintaining accurate client data
■Benefits of using this template
- Whenever information in Google Sheets is updated, client information in Harvest is automatically synchronized, reducing the time spent on manual updates.
- By eliminating manual data transfers, you can reduce the risk of human error, such as data entry mistakes and missed updates.
■Flow bot steps
- First, connect Google Sheets and Harvest to Yoom.
- Next, select Google Sheets as the trigger and set the action to “When a row is updated.”
- Finally, set Harvest’s “Update Client” action as the operation and link it to the information from the updated row in Google Sheets.
※“Trigger”: An action that initiates the flow. “Operation”: An action that processes data within the flow after the trigger is activated.
■Customization options
■Customization options
- In the Google Sheets trigger settings, specify the spreadsheet ID and sheet ID you want to monitor.
- For the action that updates client information in Harvest, you can freely choose which fields to update by using values retrieved by the preceding trigger.
■Notes
- Connect both Google Sheets and Harvest to Yoom.
- You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
- Please note that the shortest available trigger interval varies depending on your plan.
- For important notes about using Google Sheets as an app trigger, see “Important Notes on Google Sheets Triggers”.
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About the Apps
Google Sheets
Related apps
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Google Sheets
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Harvest
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About the apps you use
Google Sheets
At Yoom, you can utilize the Google Sheets API without any coding. By integrating Sheets with Yoom, you can automate data entry into spreadsheets and automatically create documents based on spreadsheet templates. Additionally, you can sync spreadsheet information with Yoom's database for various applications.
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Harvest
Yoom allows you to integrate with Harvest's API without any code, enabling you to automate operations in Harvest via the API. For example, you can automatically register employee information from Google Workspace or Microsoft EntraID into Harvest, or automatically generate invoices in Harvest based on information from Google Sheets or Airtable.
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No-Code API Actions
Executable API actions
Flowbot triggers
When a Row Is Added
When a Row Is Updated
New or Updated Expense
New Client
New Contact
New User
New Task
New Projects
New or Updated Time Entry
New or Updated Invoice
Flowbot operations
Set a Value in a Cell
Get Values
Clear Values
Create a New Spreadsheet
Copy a Sheet (Tab)
Add a New Sheet (Tab)
Delete Sheet (Tab)
Replace Values
Update Sheet Name
Delete Rows
Get Spreadsheet Info
Get Sheet Names
Apply a Formula to a Range
Enter Values in a Range
Embed an Image in a Cell
Sort by Specific Column
Hide a Sheet
Add a Note to the Specified Cells
Flowbot triggers
When a Row Is AddedWhen a Row Is Updated
Flowbot operations
Set a Value in a CellGet ValuesClear ValuesCreate a New SpreadsheetCopy a Sheet (Tab)Add a New Sheet (Tab)Delete Sheet (Tab)Replace ValuesUpdate Sheet NameDelete RowsGet Spreadsheet InfoGet Sheet NamesApply a Formula to a RangeEnter Values in a RangeEmbed an Image in a CellSort by Specific ColumnHide a SheetAdd a Note to the Specified CellsInsert ColumnsDelete ColumnsWrite Values to Multiple ColumnsAdd Rows
Flowbot triggers
New or Updated ExpenseNew ClientNew ContactNew UserNew TaskNew ProjectsNew or Updated Time EntryNew or Updated Invoice
Flowbot operations
Create UserGet UserUpdate UserArchive UserCreate ClientUpdate ClientCreate ContactGet ContactCreate Time EntryStop Current Time EntryCreate Time Entry (Start & End Times)Restart Time EntryCreate TaskGet TaskUpdate TaskSearch ExpensesGet ExpenseCreate ExpenseFind InvoicesGet InvoiceCreate InvoiceList UsersList ContactsMore inspiration for you
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