Automatically create a new client record in Harvest

Adds a new client to your Harvest account automatically, so billing setup is one less manual step.

How the work actually flows

A straight line.

Pattern: Sequence (1)

flowchart TD trig>"new client confirmed"]:::trig s0["receive new client details"]:::task s1["create client record"]:::svc trig --> s0 s0 --> s1 out[/"new client record in harvest"/]:::out pay{{"one less manual setup step"}}:::pay s1 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepAn outside serviceResultPayoff
Build size
Standard

A mid-size build with several tools working together.

Business functions
Image & Media Processing
Connects
Harvest

The problem it solves

Every time you land a new client, you have to remember to set them up in Harvest before you can track time or bill them. That extra data entry step is easy to forget when you're busy closing the deal.

Who it fits

A freelancer or agency that bills clients through Harvest and wants new clients set up automatically.

How it works

  1. A new client is confirmed in your business
  2. The system creates the matching client record in Harvest
  3. The client is ready for time tracking and invoicing
What you get

New clients ready for invoicing without re-entering them

You get every new client set up in Harvest automatically, so they are ready for time tracking and invoicing right away.

What you get

A new client record in Harvest, ready for billing and time tracking.

What you need

A Harvest account.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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