How to add new Harvest clients to Trello as new cards

Every playbook starts with a trigger. The trigger detects changes in your connected apps and initiates your playbook's actions.

Click "Add trigger" and select "Client created" under Harvest automation. Then, select the necessary fields. This will allow your playbook to automatically detect new clients created in Harvest and initiate necessary actions.

If this is your first time using a Harvest integration in Relay.app, a prompt will guide you through the connection process.

Integrate the Trello automation into your playbook to ensure the prompt creation of a new card in your list for each client created in Harvest.

Select the "Add step" button, then locate the "Add card to list" automation for Trello and input the mandatory and relevant details.

If your Trello account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Trello account.

Activating your playbook is the final step to automate the creation of a new card in Trello. Once turned on, it will respond to a new client created in Harvest by creating a corresponding card in the Trello list without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.