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How to connect Harvest and Atera
Create a New Scenario to Connect Harvest and Atera
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 Atera will be your first step. To do this, click "Choose an app," find Harvest or Atera, 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 Atera Node
Next, click the plus (+) icon on the Harvest node, select Atera from the list of available apps, and choose the action you need from the list of nodes within Atera.
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Authenticate Atera
Now, click the Atera node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Atera settings. Authentication allows you to use Atera through Latenode.
Configure the Harvest and Atera 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 Atera 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Harvest, Atera, 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 Atera integration works as expected. Depending on your setup, data should flow between Harvest and Atera (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 Atera
Harvest + Atera + Slack: When a project's time exceeds the specified budget in Harvest, a new ticket is automatically created in Atera to investigate the overage. A notification is then sent to the project manager in Slack to inform them of the new ticket.
Atera + Harvest + QuickBooks: When an Atera ticket is resolved, the billable time associated with that ticket is automatically logged as a time entry in Harvest. An invoice is then created in QuickBooks for the client based on the logged time.
Harvest and Atera 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 Atera
Use Atera with Latenode to automate IT support tasks. Trigger workflows on alerts, automatically create tickets, or update asset info. Integrate Atera's monitoring data with other apps for deeper insights and faster issue resolution. Customize rules and actions using Latenode's visual editor or JavaScript for precise automation.
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See how Latenode works
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FAQ Harvest and Atera
How can I connect my Harvest account to Atera using Latenode?
To connect your Harvest account to Atera 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 Atera accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync Harvest time entries to Atera as work logs?
Yes, you can! Latenode allows you to automatically sync Harvest time entries to Atera, creating detailed work logs. This streamlines project tracking and reporting, saving time with flexible scheduling.
What types of tasks can I perform by integrating Harvest with Atera?
Integrating Harvest with Atera allows you to perform various tasks, including:
- Create Atera tickets from Harvest time entries exceeding budget.
- Automatically update Atera task status based on Harvest time tracking.
- Sync Harvest project data to Atera as new or updated projects.
- Generate Atera reports with consolidated Harvest time and expense data.
- Trigger Atera alerts based on Harvest project completion milestones.
How does Latenode handle Harvest API rate limits?
Latenode intelligently manages Harvest API rate limits using queues and scheduled execution to ensure smooth, uninterrupted data flow and prevent errors.
Are there any limitations to the Harvest and Atera integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Initial setup requires appropriate Harvest and Atera permissions.
- Complex data transformations may require JavaScript knowledge.
- Historical data migration might need custom workflow design.
