In this how-to guide

How to automatically update Google Sheets with every Harvest invoice update
1. Set the Harvest trigger as “Invoice updated”
2. Add "Get row" and “Update row” step in Google Sheets
3. Activate your playbook
Learn more about integrating with Google Sheets and Harvest
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How to automatically update Google Sheets with every Harvest invoice update

How to automatically update Google Sheets with every Harvest invoice update

Relay.app is an automation tool that lets you automate actions across Google Sheets, Harvest, and many other apps. In this guide, we'll show you how to use Relay.app to automatically run the Google Sheets “Update row” action for each Harvest “Invoice updated” event.

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Harvest > Google Sheets

Trigger

Last triggered

Invoice updated

Update row

1

Set the Harvest trigger as “Invoice updated”

Once you have finished creating your playbook, the next step would be to begin with the first action. A playbook always starts with a trigger, which is responsible for detecting changes in your connected applications and responding accordingly.

Add the Harvest trigger to initiate your playbook's actions when invoices are updated. Click "Add trigger" in your playbook and choose "Invoice updated" from the dropdown menu under Harvest. This will allow your playbook to automatically identify newly updated invoices and trigger necessary actions.

If you still need to connect your Harvest account to Relay.app yet, a prompt will guide you through the process.

2

Add "Get row" and “Update row” step in Google Sheets

Integrate the Google Sheets automation into your playbook to ensure the prompt update of Google Sheets with every Harvest invoice update.

Click the "Add step" button, then locate the "Get row" and “Update row” automation for Google Sheets and input the mandatory and relevant details.

If your Google Sheets account still needs to be 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 Google Sheets account.

3

Activate your playbook

Activating your playbook is the last step in the process. Once you turn it on, it automatically updates Google Sheets when invoices are updated in Harvest without manual intervention.

To activate your playbook, click the toggle button at the header. Before activating, we recommend performing a test run of your playbook to ensure all the steps work seamlessly together.

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