Manage Harvest Expenses and Estimates in One Workflow

• Create new clients in Harvest automatically.
• Generate and manage estimates linked to specific clients.
• Track and update expenses associated with projects.
• Delete outdated or incorrect client and expense records.
• Retrieve detailed information about estimates and expenses.

Initiate the workflow with a start node. Create a new client in Harvest with a unique name. Generate an estimate for the newly created client. Update the estimate with new information as needed. Retrieve the details of the created estimate. Fetch a list of estimates for better management. Delete the estimate when no longer needed. Create a new expense linked to a project. Update the expense details as necessary. Retrieve and manage existing expenses. Delete expenses that are no longer relevant.

1. 1
   Import the workflow template into n8n.
2. 2
   Connect your Harvest account using OAuth2 credentials.
3. 3
   Customize any parameters as needed, such as account ID.
4. 4
   Test the workflow to ensure all nodes function correctly.
5. 5
   Schedule or trigger the workflow as required.