Create a new task in Harvest when a task is created in ClickUp
Create a new task in Harvest when a task is created in ClickUp
Launch this workflow to connect
ClickUp &
Harvest
!
■Overview
Do you use ClickUp for task management and Harvest for time tracking, but find it time-consuming and error-prone to enter information manually in both tools? In particular, manually transferring data between Harvest and ClickUp can take time away from your core work.
With this workflow, simply creating a task in ClickUp automatically registers it in Harvest. Eliminate inefficient manual data entry and keep your projects moving smoothly.
■Who should use this template
- Anyone who uses both ClickUp and Harvest and finds it time-consuming to manually link tasks with tracked time
- Managers who want to eliminate data entry errors between Harvest and ClickUp and improve the accuracy of time tracking
- Anyone who wants to automate project and time management workflows and focus on core work
■Benefits of using this template
- Automatically register tasks in Harvest when they are created in ClickUp, reducing the time previously spent on manual work.
- Eliminate manual data entry to prevent human errors such as missed task registrations and input mistakes, enabling accurate time tracking.
■Flowbot steps
- First, connect Harvest and ClickUp with Yoom.
- Next, select ClickUp as the trigger and set the action to “When a task is created.”
- Then, set ClickUp’s “Get a task” action as the operation to retrieve the details of the created task.
- Finally, set Harvest’s “Create Task” action as the operation to create a new task based on the information retrieved in the previous step.
■Customization options
- In the ClickUp trigger settings, specify values such as the Team ID or Space ID to start the flow only when a task is created in a specific team or space.
- When creating a task in Harvest, assign values such as the task name retrieved from ClickUp in the previous step to any Harvest field.
※“Trigger”: The action that starts the flow. “Operation”: The action performed within the flow after the trigger starts.
■ Notes
- Connect both ClickUp and Harvest with Yoom.
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About the apps you use
ClickUp
Yoom allows you to integrate with ClickUp's API without any code. You can add or update tasks in ClickUp via the API, and automatically add comments or attachments to ClickUp tasks.
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No-Code API Actions
Executable API actions
Flowbot triggers
When Task Is Created
When Task 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
Create Task
Update Task
Get Task
Delete Task
Search Tasks by Specific Status
Attach File to Task
Search Tasks by Custom Field
Add Comment to Task
Retrieve Custom Field Information List
Add Label-type Custom Field Data to Task
Get Workspace Tasks
Create User
Get User
Update User
Archive User
Create Client
Update Client
Create Contact
Flowbot triggers
When Task Is CreatedWhen Task Is Updated
Flowbot operations
Create TaskUpdate TaskGet TaskDelete TaskSearch Tasks by Specific StatusAttach File to TaskSearch Tasks by Custom FieldAdd Comment to TaskRetrieve Custom Field Information ListAdd Label-type Custom Field Data to TaskGet Workspace Tasks
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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