When a row is updated in Google Sheets, update the client information in Harvest.

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■Overview

This is a flow that updates client information in Harvest when a row is updated in Google Sheets.

With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between applications.

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‍■Recommended for

1. Those who use Google Sheets for business

・Those who manage client information in Google Sheets

・Those who want to share client information among multiple team members and keep it up-to-date

2. Those who use Harvest for business

・Those who want to reduce the workload of manual updates

・Those who want to maintain consistency in client information and prevent data management errors

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■Benefits of using this template

By implementing this flow, you can automatically sync client information to Harvest when it is updated in Google Sheets.

Automatic reflection of updates reduces the burden of data entry and prevents human errors, allowing for quick sharing of the latest information among stakeholders.

The person in charge can smoothly proceed with tasks based on the shared updates.

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■Notes

・Please connect Yoom with both Google Sheets and Harvest.

・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes.

・Please note that the shortest trigger interval varies depending on the plan.

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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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Templates using

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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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