Guide

How to automatically add a new project in Harvest from a newly created Trello cards

Want to simplify your project creation process between Trello and Harvest? This integration has you covered. Whenever you create a new card in Trello, the Relay.app automatically generates a new project in Harvest. It's a seamless way to ensure that your projects are promptly initiated and synchronized across platforms, saving you time and ensuring smooth project management.
Trello logoHarvest logo
1

Create your Relay.app playbook

Begin by setting up the steps that coordinate between Trello and Harvest for your workflow.

First, sign up for Relay.app and go to your dashboard. Click on the "New playbook" button to initiate the playbook creation process.

Give your playbook a unique title like "Create Harvest projects from Trello" and select a relevant emoji, such as 📝, to easily identify it.

2

Set the Trello trigger as "New card added"

Every playbook starts with a trigger. The trigger detects changes in your connected apps and initiates your playbook's actions.

Click "Add trigger" and select "New card added" under Trello automation. Then, select the list you want to monitor. This will allow your playbook to automatically detect new cards added in Trello and initiate necessary actions.

If this is your first time using a Trello integration in Relay.app, a prompt will guide you through the connection process.

3

Add the "Get or create project" automation in Harvest

Integrate the Harvest automation into your playbook to ensure the prompt creation of a new project for each card added to the Trello list.

Click the "Add step" button, then locate the "Get or create project" automation for Harvest and input the mandatory and relevant details.

If your Harvest account isn't already 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 Harvest account.

4

Activate your Relay.app playbook

Activating your playbook is the final step to automate the creation of a new project in Harvest. Once turned on, it will respond to a new card created in Trello by creating a corresponding project in Harvest without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.

Get started with Relay.app

Sign up now and get started with your playbook today