Create a new task in Harvest when a specific task is created in ClickUp

■Overview

After creating a task in ClickUp, a project management tool, manually entering the same information into Harvest for time tracking can be time-consuming.
This workflow automatically creates a task in Harvest when a specific task is created in ClickUp. By connecting Harvest and ClickUp, you can eliminate duplicate data entry and efficiently synchronize task and time management. It also helps prevent manual input errors and missed registrations, supporting more accurate operations.

■Who This Template Is Recommended For

• Those who use Harvest and ClickUp together and find duplicating task entries inefficient
• Those who want to automate time tracking in Harvest based on task creation in ClickUp
• Managers who want to reduce manual work in project management and improve team productivity

■Benefits of This Template

• When a task is created in ClickUp, it is automatically synchronized to Harvest, reducing the time previously spent on manual entry
• By eliminating manual data transfer, this workflow helps prevent human errors such as missed task registrations and input mistakes, improving data accuracy

■Workflow Steps

1. First, connect Harvest and ClickUp with Yoom
2. Next, select ClickUp as the trigger and set the action to “When a task is created”
3. Next, set ClickUp’s “Get Task” action as an operation to retrieve detailed information about the created task
4. Next, configure the “Branch” feature as an operation and specify conditions for whether to execute subsequent steps based on the retrieved task information
5. Finally, set Harvest’s “Create Task” action as an operation and automatically create a task by mapping the information retrieved from ClickUp

■Customization Options

• For the ClickUp trigger settings, enter the Team ID, Space ID, and other values for which you want to receive notifications
• With the Branch feature, you can freely customize the conditions for executing subsequent steps based on information retrieved from ClickUp, such as the task status or assignee
• When creating a task in Harvest, you can reference values retrieved from ClickUp, such as the task name, and freely configure the task name and other fields

※“Trigger”: An action that initiates a workflow; “Operation”: An action that processes data within the workflow after the trigger is initiated

■ Notes

• Connect both ClickUp and Harvest with Yoom.
• Branching is an operation available on the Mini plan and higher. Please note that operations configured in a workflow will result in an error on the Free plan.
• Paid plans, including the Mini plan, offer a two-week free trial. During the free trial, you can use apps and features (operations) subject to plan restrictions.