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How to connect Alegra and Harvest
Create a New Scenario to Connect Alegra and Harvest
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Alegra, triggered by another scenario, or executed manually (for testing purposes). In most cases, Alegra or Harvest will be your first step. To do this, click "Choose an app," find Alegra or Harvest, and select the appropriate trigger to start the scenario.
Add the Alegra Node
Select the Alegra node from the app selection panel on the right.
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Add the Harvest Node
Next, click the plus (+) icon on the Alegra node, select Harvest from the list of available apps, and choose the action you need from the list of nodes within Harvest.
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Authenticate Harvest
Now, click the Harvest node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Harvest settings. Authentication allows you to use Harvest through Latenode.
Configure the Alegra and Harvest Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Alegra and Harvest Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Alegra, Harvest, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Alegra and Harvest integration works as expected. Depending on your setup, data should flow between Alegra and Harvest (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Alegra and Harvest
Alegra + Harvest + Slack: When a new invoice is created in Alegra and a new time entry is logged in Harvest, a notification is sent to the finance team in Slack to keep them informed about recent financial activities.
Harvest + Alegra + QuickBooks: Automatically creates sales invoices in Alegra based on tracked time in Harvest, then syncs the newly created invoice data to QuickBooks for accounting and reporting purposes.
Alegra and Harvest integration alternatives
About Alegra
Automate accounting tasks using Alegra within Latenode. Retrieve invoices, manage contacts, and track payments. Integrate Alegra data with other apps to automate financial reporting or trigger actions based on accounting events. Latenode adds flexible scheduling, error handling, and custom logic to streamline Alegra workflows beyond its standard features, creating robust, end-to-end processes.
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About Harvest
Automate time tracking with Harvest in Latenode. Sync time entries to accounting, payroll, or project management. Create flows that auto-generate invoices or trigger alerts for budget overruns. Latenode provides the flexibility to connect Harvest data to other apps and add custom logic, avoiding manual updates and delays.
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FAQ Alegra and Harvest
How can I connect my Alegra account to Harvest using Latenode?
To connect your Alegra account to Harvest on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Alegra and click on "Connect".
- Authenticate your Alegra and Harvest accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Harvest projects from new Alegra clients?
Yes, you can! With Latenode, automatically create Harvest projects when a new client is added in Alegra. Streamline project setup and save valuable time with this automation.
What types of tasks can I perform by integrating Alegra with Harvest?
Integrating Alegra with Harvest allows you to perform various tasks, including:
- Create Harvest tasks when a new expense is recorded in Alegra.
- Sync Alegra contacts with Harvest clients for unified management.
- Update Harvest project budgets when Alegra invoices are paid.
- Generate Alegra invoices from Harvest time tracking data.
- Track Alegra payments against Harvest project profitability.
Can I trigger workflows in Alegra based on Harvest time entries?
Yes, you can! Use Harvest time entries to trigger actions in Alegra, such as generating reports or updating customer data. Latenode offers unmatched flexibility.
Are there any limitations to the Alegra and Harvest integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time synchronization might be subject to API rate limits.
- Complex data transformations may require JavaScript knowledge.
- Custom field mapping requires careful configuration.
