Use Cases
- Quickly onboard new clients into Harvest.
- Reduce manual data entry errors when adding clients.
- Streamline client management processes for teams.
How It Works
Initiate the workflow by clicking the manual trigger. Automatically create a new client in Harvest. Capture essential client information for project management.
Setup Steps
- 1Import the workflow template into n8n.
- 2Configure Harvest credentials for authentication.
- 3Set the client name and any additional fields required.
- 4Test the workflow by executing it to create a client.
Apps Used
Harvest
Categories
Target Roles
Industries
Tags
#process automation
#workflow management
#client onboarding