How can I filter for communications with specific clients?

DryMerge allows you to filter communications based on the client details. Specify the client criteria, and DryMerge will filter the communications accordingly.

Can I use this with HubSpot instead of Harvest?

Yes, you can use this with HubSpot instead of Harvest. Describe the necessary changes, and DryMerge will configure the automation to fit HubSpot.

Who uses this automation? What do they use it for?

This automation is used by customer service and account managers to ensure all client interactions are recorded and easily accessible for future reference.

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Google Docs + Harvest

Log Harvest Client Communications in Google Docs

Maintain a thorough record of client interactions by logging new communications from Harvest in Google Docs. This helps in keeping track of all client-related discussions and ensures that important information is documented and easily accessible.

New Communication

Triggers when a new client communication is logged in Harvest.

Create Entry

Creates a Google Docs entry with the communication details.

See more Google Docs to Harvest integrations or use AI to customize your automation.

or pick a common variation below

Log Harvest Client Approvals in Google Docs

Google Docs + Harvest

Add Harvest Task Comments to Google Docs

Google Docs + Harvest

Log Harvest Project Milestones in Google Docs

Google Docs + Harvest

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Log Harvest client communications in Google Docs"

Log Harvest client communications in Google Docs

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Google Docs + Harvest.

Create Doc

Creates a new Google Doc

Delete Doc

Deletes a Google Doc

Update Doc

Updates an existing Google Doc

Read Doc

Reads details of a Google Doc

Search Docs

Searches Google Docs

New Google Doc

Triggers when a new Google Doc is created

App details

Google Docs

Google Docs is a web-based word processing application for creating, editing, and collaborating on documents. Generate documents and populate templates.

Harvest

Harvest is a time tracking and invoicing software. Track time spent on projects, create and send invoices, and analyze team productivity to streamline your business operations.

Related apps

Notion

Workspace Collaboration

Microsoft Teams

Team Collaboration

Asana

Project Management

Get Started with DryMerge

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