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Automatically log billable hours in Harvest when deals reach specific stages in Cloze. Latenode's visual editor and affordable pricing make it easier than ever to track time against sales progress. Scale from simple to sophisticated workflows.
Connect Cloze and Harvest in minutes with Latenode.
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Create a New Scenario to Connect Cloze and Harvest
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β 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.
Cloze
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.
Cloze
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Harvest
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:
JavaScript
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AI Anthropic Claude 3
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Harvest
Trigger on Webhook
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Cloze
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Cloze, Harvest, and any additional nodes, donβt 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 βRun onceβ 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.
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.
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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How can I connect my Cloze account to Harvest using Latenode?
To connect your Cloze account to Harvest on Latenode, follow these steps:
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:
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: