- How to automatically create Google Sheets rows whenever a new project is created in Harvest
- 1. Set the Harvest trigger as “Project 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
- Related blog posts
- More how-to guides featuring Google Sheets and Harvest
How to automatically create Google Sheets rows whenever a new project is created in Harvest
Set the Harvest trigger as “Project 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 project is created. Click "Add trigger" in your playbook and choose "Project 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.
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 whenever a new project is created 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.
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 whenever a new project is created 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.