How to create a new client on Harvest for a newly added record in Salesforce

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 set up this playbook, click "Add trigger" and then select "New record added" under Salesforce. Then, select the object. This will allow your playbook to automatically detect the newly added record in Salesforce and initiate necessary actions.

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

Integrate the Harvest automation into your playbook to ensure the prompt creation of a new client in Harvest when a new record has been added on Salesforce.

Click the "Add step" button, then locate the "Get or create client" automation for Harvest and input the mandatory and relevant details.

If your Harvest 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 Harvest account.

Activating your playbook is the final step to automate the creation of a new client in Harvest. Once turned on, it will respond to each newly added record in Salesforce by creating a new client on Harvest 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.