■Overview
This is a flow to create invoices 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 integration between apps.
■Recommended for
1. Those who use Google Sheets for business
・Those who manage project expenses and billing information in Google Sheets
・Those who want to link registered information to other tools and utilize it for subsequent tasks such as report creation
2. Those who use Harvest for business
・Those who want to reduce the hassle and errors of manual data entry
・Those who want to streamline invoice issuance using Harvest's time management features
■Benefits of using this template
By implementing this flow, when the status of project expenses or billing is updated in Google Sheets, invoice creation in Harvest is automatically completed.
Invoices are automatically issued just by updating the status at necessary times, such as project completion or interim closing, preventing delays or omissions in issuance.
Additionally, since manual input at the time of issuance is not required, the risk of human errors such as transcription mistakes can be minimized.
■Notes
・Please link both Google Sheets and Harvest with Yoom.
・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest activation interval varies depending on the plan.
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