Create a client in Harvest

Simplify client management with effortless automation!

This workflow creates new clients in Harvest, helping you keep your billing and project tracking organized without manual data entry.

Whether you’re onboarding new clients, managing invoices, or tracking time, this tool streamlines your Harvest workflow.

What it does:

👥 Creates client records in Harvest
⚙️ Automates client data entry and organization
🔄 Integrates smoothly with your billing and project management systems
✅ Setup guide & importable automation included

Need help setting it up? We offer full configuration and testing for a one-time fee.