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How to connect Harvest and Acuity Scheduling
Create a New Scenario to Connect Harvest and Acuity Scheduling
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 Harvest, triggered by another scenario, or executed manually (for testing purposes). In most cases, Harvest or Acuity Scheduling will be your first step. To do this, click "Choose an app," find Harvest or Acuity Scheduling, and select the appropriate trigger to start the scenario.
Add the Harvest Node
Select the Harvest node from the app selection panel on the right.
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Add the Acuity Scheduling Node
Next, click the plus (+) icon on the Harvest node, select Acuity Scheduling from the list of available apps, and choose the action you need from the list of nodes within Acuity Scheduling.
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Authenticate Acuity Scheduling
Now, click the Acuity Scheduling node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Acuity Scheduling settings. Authentication allows you to use Acuity Scheduling through Latenode.
Configure the Harvest and Acuity Scheduling 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 Harvest and Acuity Scheduling 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 Harvest, Acuity Scheduling, 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 Harvest and Acuity Scheduling integration works as expected. Depending on your setup, data should flow between Harvest and Acuity Scheduling (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Harvest and Acuity Scheduling
Acuity Scheduling + Harvest + QuickBooks: When a new appointment is booked in Acuity Scheduling, a time entry is created in Harvest. When the tracked time associated with the appointment reaches a specified duration, an invoice is created in QuickBooks for that client.
Acuity Scheduling + Harvest + Google Calendar: When a new appointment is booked in Acuity Scheduling, a corresponding time entry is created in Harvest, and the appointment is added as an event in Google Calendar to block off the time.
Harvest and Acuity Scheduling integration alternatives
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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About Acuity Scheduling
Automate appointment scheduling with Acuity inside Latenode. Sync appointments to calendars, send reminders, and update CRMs automatically. Ditch manual data entry and build custom workflows using Latenode’s visual editor and API-first design. Scale your scheduling processes without code or per-step pricing limits.
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FAQ Harvest and Acuity Scheduling
How can I connect my Harvest account to Acuity Scheduling using Latenode?
To connect your Harvest account to Acuity Scheduling on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Harvest and click on "Connect".
- Authenticate your Harvest and Acuity Scheduling accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I track billable hours from Acuity Scheduling appointments?
Yes, you can! Latenode lets you automatically create Harvest time entries from new Acuity Scheduling appointments, ensuring accurate billing and saving you time. Use AI to summarize call details.
What types of tasks can I perform by integrating Harvest with Acuity Scheduling?
Integrating Harvest with Acuity Scheduling allows you to perform various tasks, including:
- Create Harvest time entries when new appointments are booked.
- Update Harvest projects when appointment types change.
- Generate invoices in Harvest after appointments are completed.
- Sync client information between Harvest and Acuity Scheduling.
- Send customized notifications for appointments and invoices.
How do I handle errors when integrating Harvest with Latenode?
Latenode provides robust error handling, logging, and retry mechanisms,ensuring data integrity. Leverage JavaScript blocks for complex scenarios.
Are there any limitations to the Harvest and Acuity Scheduling integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom fields might require custom JavaScript functions.
- Real-time synchronization depends on API rate limits of both services.
- Historical data migration requires manual setup or a custom script.
