Comprehensive client and invoice management in Harvest

• Automate client creation and updates in Harvest
• Efficiently manage contact information linked to clients
• Streamline invoice creation and updates for financial tracking
• Retrieve and delete client and invoice records as needed
• Enhance project management with automated data handling

Starts by creating a new client in Harvest Updates the newly created client with additional details Retrieves client information for verification Deletes the client if necessary Creates and updates contacts associated with the client Manages invoice creation, updates, and deletions

1. 1
   Import the workflow into n8n
2. 2
   Configure Harvest OAuth2 credentials
3. 3
   Set the account ID for Harvest operations
4. 4
   Adjust any parameters as needed for your specific use case
5. 5
   Activate the workflow to begin automating tasks