In this how-to guide

How to automatically create Google Sheets rows for every new client information in Harvest
1. Set the Harvest trigger as “Client created”
2. Add the “Add row to sheet” step in Google Sheets
3. Activate your playbook
Learn more about integrating with Google Sheets and Harvest
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More how-to guides featuring Google Sheets and Harvest

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How to automatically create Google Sheets rows for every new client information in Harvest

How to automatically create Google Sheets rows for every new client information in Harvest

Relay.app is an automation tool that lets you automate actions across Google Sheets, Harvest, and many other apps. In this guide, we'll show you how to automatically run the “add row to sheet” action in Google Sheets for each client created in Harvest using Relay.app.

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Harvest > Google Sheets

Trigger

Last triggered

Client created

Add row to sheet

1

Set the Harvest trigger as “Client created”

A playbook always starts with a trigger, which is responsible for detecting changes in your connected applications and responding accordingly.

Add the Harvest trigger to initiate your playbook's actions whenever a new client is created. Click "Add trigger" in your playbook and choose "Client created" from the dropdown menu under Harvest.

If you still need to connect your Harvest account to Relay.app yet, a prompt will guide you through the process.

2

Add the “Add row to sheet” step in Google Sheets

Integrate the Google Sheets automation into your playbook to ensure the prompt creation of Google Sheets rows for new client information in Harvest.

Click the "Add step" button, then locate the “Add row to sheet” automation for Google Sheets and input the mandatory and relevant details.

If your Google Sheets account still needs to be 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 Google Sheets account.

3

Activate your playbook

Activating your playbook is the last step in the process. Once you turn it on, it will automatically create Google Sheets rows for new client information in Harvest without requiring manual intervention.

To activate your playbook, click the toggle button at the header. Before activating, we recommend performing a test run of your playbook to ensure all the steps work seamlessly together.

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