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How to connect Harvest and Agile CRM
Create a New Scenario to Connect Harvest and Agile CRM
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 Agile CRM will be your first step. To do this, click "Choose an app," find Harvest or Agile CRM, 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 Agile CRM Node
Next, click the plus (+) icon on the Harvest node, select Agile CRM from the list of available apps, and choose the action you need from the list of nodes within Agile CRM.
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Authenticate Agile CRM
Now, click the Agile CRM node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Agile CRM settings. Authentication allows you to use Agile CRM through Latenode.
Configure the Harvest and Agile CRM 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 Agile CRM 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, Agile CRM, 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 Agile CRM integration works as expected. Depending on your setup, data should flow between Harvest and Agile CRM (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 Agile CRM
Harvest + Agile CRM + Slack: When a new Harvest invoice is created, if the invoice becomes overdue, a task is created in Agile CRM to follow up with the client, and the account manager is notified in Slack.
Agile CRM + Harvest + Google Sheets: When a new contact is added to Agile CRM, a new project is created for that client in Harvest, and the project details (name, ID, client) are logged in a Google Sheets spreadsheet.
Harvest and Agile CRM 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 Agile CRM
Sync Agile CRM data in Latenode to automate sales workflows. Update deals, contacts, or tasks based on triggers from other apps. Enrich CRM data using AI, route leads intelligently, and build custom reports — all within visual Latenode flows. Cut CRM admin overhead and ensure data consistency.
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FAQ Harvest and Agile CRM
How can I connect my Harvest account to Agile CRM using Latenode?
To connect your Harvest account to Agile CRM 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 Agile CRM accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Agile CRM contacts from new Harvest clients?
Yes, you can! Latenode lets you build automated workflows to sync new Harvest client data to Agile CRM. This saves time and ensures your CRM is always up-to-date, using a visual no-code editor.
What types of tasks can I perform by integrating Harvest with Agile CRM?
Integrating Harvest with Agile CRM allows you to perform various tasks, including:
- Create Agile CRM contacts from new Harvest clients.
- Update contact information in Agile CRM based on Harvest data.
- Trigger custom actions in Agile CRM when a Harvest invoice is paid.
- Log Harvest time entries as notes in Agile CRM.
- Create new Agile CRM deals when a Harvest project starts.
How secure is Harvest data when integrated with Agile CRM?
Latenode employs robust encryption and security protocols to protect your data during transfer and storage, ensuring a secure Harvest and Agile CRM integration.
Are there any limitations to the Harvest and Agile CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data synchronization might require custom setup.
- Complex data transformations may require JavaScript code.
- Real-time updates depend on the API rate limits of both apps.
