HubSpot integration with Harvest
How to Create clients in Harvest from new companies in HubSpot
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create clients in Harvest from new companies in HubSpot" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Harvest integrations
Harvest actions
Nekton can use any feature that is available in Harvest API.
Using our advanced AI, you can easily create custom automations for Harvest.
Here are some typical actions you can do in your automated workflows.
Create Contact
Creates a Contact
Create Task
Creates a Task and optionally assigns it to a project
Create Time Entry (Start & End Times)
Creates a Time Entry with start and end times
Find Project
Finds a Project by Name.
Create Client
Creates a Client
Create Project
Creates a Project
About Harvest
Simple time tracking software and powerful reporting that helps your team thrive.