In this how-to guide

How to automatically update Google Sheets rows when Harvest clients are updated
1. Set the Harvest trigger as “Client updated”
2. Add "Get row" and “Update row” 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 update Google Sheets rows when Harvest clients are updated

How to automatically update Google Sheets rows when Harvest clients are updated

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 “update row” action in Google Sheets for each client updated in Harvest using Relay.app.

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Harvest > Google Sheets

Trigger

Last triggered

Client updated

Update row

1

Set the Harvest trigger as “Client updated”

Once you have finished creating your playbook, the next step would be to begin with the first action. 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 every time a client profile is updated. Click "Add trigger" in your playbook and choose "Client updated" from the dropdown menu under Harvest. This will allow your playbook to automatically identify newly updated client profiles and trigger necessary actions.

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

2

Add "Get row" and “Update row” step in Google Sheets

Integrate the Google Sheets automation into your playbook to ensure the prompt update of Google Sheets rows when Harvest clients are updated.

Click the "Add step" button, then locate the "Get row" and “Update row” 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 update Google Sheets rows when Harvest clients are updated 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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