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How to connect Harvest and Apollo
Create a New Scenario to Connect Harvest and Apollo
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 Apollo will be your first step. To do this, click "Choose an app," find Harvest or Apollo, 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 Apollo Node
Next, click the plus (+) icon on the Harvest node, select Apollo from the list of available apps, and choose the action you need from the list of nodes within Apollo.
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Authenticate Apollo
Now, click the Apollo node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Apollo settings. Authentication allows you to use Apollo through Latenode.
Configure the Harvest and Apollo 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 Apollo 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, Apollo, 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 Apollo integration works as expected. Depending on your setup, data should flow between Harvest and Apollo (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 Apollo
Harvest + Apollo + Slack: When a new time entry is logged in Harvest, the automation updates the associated client's record in Apollo with a summary of the time logged and sends a notification to the account manager in Slack.
Apollo + Harvest + Google Calendar: When a new contact is added to Apollo, a project is automatically created in Harvest for that contact. Subsequently, an introductory meeting is scheduled in Google Calendar to kick off the project.
Harvest and Apollo 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 Apollo
Need precise location data? Integrate Apollo into Latenode workflows to automatically geocode addresses or enrich customer profiles with location insights. Automate data validation and routing based on geographic parameters. Use Latenode's visual editor to build scalable location-aware processes without complex coding.
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See how Latenode works
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FAQ Harvest and Apollo
How can I connect my Harvest account to Apollo using Latenode?
To connect your Harvest account to Apollo 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 Apollo accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate invoice creation after Apollo deal closure?
Yes, you can! Latenode lets you trigger Harvest invoice creation automatically upon deal closure in Apollo, saving time with our visual workflow builder and AI-powered data mapping.
What types of tasks can I perform by integrating Harvest with Apollo?
Integrating Harvest with Apollo allows you to perform various tasks, including:
- Automatically create Harvest projects when a new Apollo opportunity is created.
- Update Harvest project budgets based on Apollo deal value changes.
- Send Harvest invoice payment reminders based on Apollo task completion status.
- Log time entries in Harvest when a contact is created in Apollo.
- Generate Apollo tasks based on Harvest invoice payment status.
WhatHarvestdatafieldscanIaccesswithinLatenodeworkflows?
You can access all standard Harvest data fields within Latenode workflows, plus use JavaScript and AI to parse complex Harvest data for custom logic.
Are there any limitations to the Harvest and Apollo integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration between Harvest and Apollo may require custom scripting.
- Complex data transformations may benefit from custom JavaScript code.
- Real-time synchronization depends on the API rate limits of Harvest and Apollo.
