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How to connect Clio and Harvest
Create a New Scenario to Connect Clio 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 Clio, triggered by another scenario, or executed manually (for testing purposes). In most cases, Clio or Harvest will be your first step. To do this, click "Choose an app," find Clio or Harvest, and select the appropriate trigger to start the scenario.
Add the Clio Node
Select the Clio node from the app selection panel on the right.
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Add the Harvest Node
Next, click the plus (+) icon on the Clio 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 Clio 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 Clio 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 Clio, 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 Clio and Harvest integration works as expected. Depending on your setup, data should flow between Clio 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 Clio and Harvest
Harvest + Clio + QuickBooks: When a new time entry is created in Harvest, it's associated with a Clio client. This triggers the creation of an invoice in QuickBooks, ensuring accurate billing based on tracked time.
Harvest + Clio + Google Calendar: When a new time entry is created in Harvest and associated with a Clio project, a corresponding event is created in Google Calendar to track project deadlines and schedule tasks.
Clio and Harvest integration alternatives
About Clio
Automate legal workflows with Clio in Latenode. Sync client data, trigger document generation, and manage tasks based on case updates, avoiding manual data entry. Integrate Clio with other apps like email and payment gateways for streamlined legal process automation. Latenode’s visual editor makes building these flows simple.
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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 Clio and Harvest
How can I connect my Clio account to Harvest using Latenode?
To connect your Clio account to Harvest on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Clio and click on "Connect".
- Authenticate your Clio and Harvest accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically log billable Clio hours in Harvest?
Yes, you can! Latenode’s advanced logic allows you to precisely map Clio time entries to Harvest, saving time and ensuring accurate billing with no manual data entry.
What types of tasks can I perform by integrating Clio with Harvest?
Integrating Clio with Harvest allows you to perform various tasks, including:
- Create Harvest projects automatically when new Clio matters are created.
- Sync client details between Clio and Harvest for consistent contact information.
- Generate invoices in Clio based on tracked time in Harvest.
- Update project budgets in Harvest based on estimated hours in Clio matters.
- Trigger custom notifications when time entries reach a specified threshold.
How does Latenode handle Clio's custom fields in the integration?
Latenode allows you to map Clio’s custom fields directly to corresponding fields in Harvest, ensuring data consistency and flexibility in your workflows.
Are there any limitations to the Clio and Harvest integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration between Clio and Harvest may require additional setup.
- Complex time rounding rules might need custom JavaScript code for precision.
- API rate limits of Clio and Harvest may affect performance during high-volume operations.
