New contacts in Affinity — Expenses in Harvest

The scenario catches new contacts in Affinity and creates expenses in Harvest. Runs on its own, no manual copying.

  • A payment is created in Harvest for every new client from Affinity.
  • Billing goes out right away, so the money doesn't lag.
  • You don't set up payments by hand for each one.

How it works

To create Harvest records from Affinity without manual input, use a ready-made scenario.

  1. Starts when: Autopilot
  2. Then: Quickbooks

You can launch this Affinity + Harvest integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.