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How to connect Caspio and Harvest
Create a New Scenario to Connect Caspio 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 Caspio, triggered by another scenario, or executed manually (for testing purposes). In most cases, Caspio or Harvest will be your first step. To do this, click "Choose an app," find Caspio or Harvest, and select the appropriate trigger to start the scenario.
Add the Caspio Node
Select the Caspio node from the app selection panel on the right.
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Add the Harvest Node
Next, click the plus (+) icon on the Caspio 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 Caspio 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 Caspio 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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Harvest
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Caspio, 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 Caspio and Harvest integration works as expected. Depending on your setup, data should flow between Caspio 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 Caspio and Harvest
Caspio + Harvest + Slack: When a new project is created in Caspio, it triggers the creation of a corresponding project in Harvest. Subsequently, a notification is sent to a designated Slack channel to inform the team about the new project.
Harvest + Caspio + Google Sheets: When a new time entry is created in Harvest, the details are captured and stored as a new record in a Caspio database. Then, these records are periodically summarized and updated in a Google Sheet for generating client reports.
Caspio and Harvest integration alternatives
About Caspio
Integrate Caspio's no-code database platform into Latenode to automate data-driven tasks. Create workflows that react to Caspio database changes. Automate updates across your systems or trigger alerts, without custom code. Use Latenode's visual editor and built-in tools to filter, transform, and route data from Caspio to other apps for complete workflow control.
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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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See how Latenode works
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FAQ Caspio and Harvest
How can I connect my Caspio account to Harvest using Latenode?
To connect your Caspio account to Harvest on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Caspio and click on "Connect".
- Authenticate your Caspio and Harvest accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I track billable hours in Harvest based on Caspio data?
Yes, you can! Latenode's visual editor simplifies data mapping. Automatically update Harvest time entries from Caspio, ensuring accurate billing and reporting.
What types of tasks can I perform by integrating Caspio with Harvest?
Integrating Caspio with Harvest allows you to perform various tasks, including:
- Automatically creating Harvest projects from new Caspio database entries.
- Updating Harvest client information based on Caspio user data changes.
- Triggering invoices in Harvest when a Caspio project reaches completion.
- Generating time tracking reports in Harvest using Caspio data filters.
- Sending Harvest timesheet summaries to Caspio for project cost analysis.
Can I use JavaScript to transform Caspio data before sending to Harvest?
Yes! Latenode allows you to use JavaScript code blocks to transform and enrich data before updating Harvest, offering unmatched flexibility.
Are there any limitations to the Caspio and Harvest integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require advanced JavaScript coding.
- Real-time synchronization is subject to API rate limits of both platforms.
- Historical data migration may require a separate, one-time workflow.
