![]() I’ve done a lot of very cool things with Zapier, but ’m most proud of this zap since it's the most creative. This is where thinking outside the box helped me solve the limited trigger issue of updating an invoice on sent or paid. Last step: update invoice status in the spreadsheet when an invoice is sent or paid in Harvest. Now, I can start logging all invoices and update them in the future with the next step without having to do manual data entry. This is a straight forward zap to setup–biggest takeaway is to map Harvest data into the correct columns in the worksheet. Second step: add new invoices in the worksheet automatically. This basically flags monthly recurring revenue (MRR) so it can be reported.
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