I’d like to create a client in Harvest if that client does not exist in Harvest. After this is done, or if the client exists in Harvest, I then want to create a new project in Harvest. How can I do the test to see if the client exists in Harvest?
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+14- Zapier Expert
- 31341 replies
Hi
The Harvest Zap app integration doesn’t have a Find Client action.
You’d have to go with an advanced approach that uses the Harvest API to filter thru the existing Clients: https://help.getharvest.com/api-v2/clients-api/clients/clients/
App APIs can be used in Zap steps with the Webhook app: https://zapier.com/apps/webhook/integrations
Consider hiring a Zapier Expert if you need help: https://zapier.com/experts
+1- Beginner
- 48 replies
So I would create a Google Sheet that has a full list of clients.
In your “Create a client” zap, do a lookup on the Google Sheet to see if the client exists, create a filter and stop if they do.
I would also create a Zap that has the “New Client” trigger from Harvest that adds new clients to that Google Sheet. This should be a second zap as it would also capture people adding clients in ways other than your first zap.
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