For some reason zapier will not show the client name when writing a zap to create a new record in Airtable…
it shows the client ID, but not the name… any ideas?
Best answer
Client name missing from Harvest
Best answer by nicksimardBest answer by nicksimard
Hi
Your question inspired me to write an article about how to solve this using webhooks:
It’s actually not so complicated to do, even if you’re not familiar with webhooks and API documentation.
NOTE: Webhooks are a Premium feature and are available on the Starter plan and up.
The way to do it by using something like Airtable as an intermediary would be as follows:
Export Clients as CSV: To Build Your Lookup Table
In Harvest, export your clients as CSV then import to Airtable (you could use Google Sheets too):
Zap 1: This Keeps Your Lookup Table Updated
Once you’ve built the lookup table, you’ll want to add all your new clients there.
Trigger: Harvest — New Client
Action: Airtable — Create Record
Zap 2: Use the Lookup Table
Now it’s time to check the lookup table to “convert” the Client ID to the client’s name.
Trigger: Harvest — New Project
Action: Airtable — Find Record (using the Client ID from your trigger step)
Action: Whatever else you need to do, using the name you’ve retrieved from Airtable :)
Hope that helps to clarify things a little for you!
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+14- Zapier Expert
- 31122 replies
Hi
You may have to keep a lookup table in Airtable to use in the Zap to convert the Harvest Client ID to the Harvest Client Name.
+11- Zapier Staff
- 2115 replies
- Answer
Hi
Your question inspired me to write an article about how to solve this using webhooks:
It’s actually not so complicated to do, even if you’re not familiar with webhooks and API documentation.
NOTE: Webhooks are a Premium feature and are available on the Starter plan and up.
The way to do it by using something like Airtable as an intermediary would be as follows:
Export Clients as CSV: To Build Your Lookup Table
In Harvest, export your clients as CSV then import to Airtable (you could use Google Sheets too):
Zap 1: This Keeps Your Lookup Table Updated
Once you’ve built the lookup table, you’ll want to add all your new clients there.
Trigger: Harvest — New Client
Action: Airtable — Create Record
Zap 2: Use the Lookup Table
Now it’s time to check the lookup table to “convert” the Client ID to the client’s name.
Trigger: Harvest — New Project
Action: Airtable — Find Record (using the Client ID from your trigger step)
Action: Whatever else you need to do, using the name you’ve retrieved from Airtable :)
Hope that helps to clarify things a little for you!
+11- Zapier Staff
- 2115 replies
I’m sure someone else will run into it, then maybe the article will be helpful. Glad you got it sorted :)
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