Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Harvest
Trigger: Watch Clients
Make Code
Action: Select an action
1. Select a trigger
  • Triggers when a new client is created.

  • Triggers when a new contact is created.

  • Triggers when a new invoice is created.

  • Triggers when a new project is created.

  • Triggers when a new task is created.

  • Triggers when a new time entry is created.

  • Triggers when a new user is created.

2. Select an action
  • Design and run a code snippet.

Select a trigger and an action

Create workflow (opens in a new tab)