Automatically Add Line Items to New Harvest Invoices
This workflow monitors new invoices in Harvest and automatically adds a specified line item to each invoice that meets the set criteria.
- Platform
- Make
- Category
- Finance & Accounting
- Price
- Free
- Creator
- Ursula Aziz
- invoice
- automation
- harvest
- lineItem
How to import this workflow into Make
- 1Purchase or download the workflow to get the Make blueprint JSON file.
- 2In Make, create a new scenario, click the three-dots menu, and choose "Import Blueprint".
- 3Reconnect each module to your own app connections when prompted.
- 4Run the scenario once to verify it, then set your schedule and turn it on.
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