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How to connect Cloze and Harvest
Create a New Scenario to Connect Cloze 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 Cloze, triggered by another scenario, or executed manually (for testing purposes). In most cases, Cloze or Harvest will be your first step. To do this, click "Choose an app," find Cloze or Harvest, and select the appropriate trigger to start the scenario.
Add the Cloze Node
Select the Cloze node from the app selection panel on the right.
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Add the Harvest Node
Next, click the plus (+) icon on the Cloze 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 Cloze 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 Cloze 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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Save and Activate the Scenario
After configuring Cloze, 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 Cloze and Harvest integration works as expected. Depending on your setup, data should flow between Cloze 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 Cloze and Harvest
Google Calendar + Harvest + Cloze: When a new event is created in Google Calendar, a corresponding time entry is automatically created in Harvest, linking it to the relevant project in Cloze.
Harvest + Cloze + Slack: When a project in Harvest approaches its time budget limit, a notification is sent via Slack to the project manager identified in Cloze to review and adjust tasks or budget.
Cloze and Harvest integration alternatives
About Cloze
Use Cloze in Latenode to automate your CRM and sales processes. Automatically update records, trigger follow-ups, and generate reports based on real-time data. Integrate Cloze with other apps like email, calendars, and databases using Latenode's visual editor. Customize flows with JavaScript or AI for advanced lead qualification and faster deal closing.
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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 Cloze and Harvest
How can I connect my Cloze account to Harvest using Latenode?
To connect your Cloze account to Harvest on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Cloze and click on "Connect".
- Authenticate your Cloze and Harvest accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically track time against Cloze deals?
Yes, you can! Latenode lets you automate time tracking in Harvest based on Cloze deal stages, ensuring accurate project billing and efficient resource management.
What types of tasks can I perform by integrating Cloze with Harvest?
Integrating Cloze with Harvest allows you to perform various tasks, including:
- Automatically create Harvest projects from new Cloze deals.
- Update Harvest task statuses based on Cloze opportunity stages.
- Log time entries in Harvest when Cloze meetings are completed.
- Generate Harvest invoices from closed-won Cloze opportunities.
- Sync contact information between Cloze and Harvest clients.
How does Latenode enhance Cloze data manipulation capabilities?
Latenode lets you transform Cloze data with JavaScript blocks, AI, and custom logic before sending it to Harvest.
Are there any limitations to the Cloze and Harvest integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data synchronization may require custom configuration.
- Complex data transformations might require JavaScript knowledge.
- Integration speed is subject to Cloze and Harvest API rate limits.
