How to create a Brevo contact for a new Harvest user

After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and responds to your playbook.

To setup this playbook, click "Add trigger" and then select "User created" under Harvest. Then, select the necessary details. This will allow your playbook to automatically detect the newly created user on 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 Brevo automation into your playbook to ensure the prompt creation of a new contact in Brevo when a new user has been created on Harvest.

Click the "Add step" button, then locate the "Update or create contact" automation for Brevo and input the mandatory and relevant details.

If your Brevo 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 Brevo account.

Activating your playbook is the final step to automate the creation of a new contact in Brevo. Once turned on, it will respond to each newly created user on Harvest by creating a new contact in Brevo 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.