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How to connect Harvest and Attio
Create a New Scenario to Connect Harvest and Attio
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 Attio will be your first step. To do this, click "Choose an app," find Harvest or Attio, 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 Attio Node
Next, click the plus (+) icon on the Harvest node, select Attio from the list of available apps, and choose the action you need from the list of nodes within Attio.
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Authenticate Attio
Now, click the Attio node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Attio settings. Authentication allows you to use Attio through Latenode.
Configure the Harvest and Attio 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 Attio 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, Attio, 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 Attio integration works as expected. Depending on your setup, data should flow between Harvest and Attio (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 Attio
Harvest + Attio + Slack: When a project is completed in Harvest, find the corresponding client record in Attio and update it with the completion status. Then, send a notification in Slack to the relevant channel about the project completion.
Attio + Harvest + Google Sheets: When a new client is added to Attio, create a project for them in Harvest. Additionally, create a new row in Google Sheets to track the project's progress for that client.
Harvest and Attio 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 Attio
Use Attio in Latenode to automate contact and relationship management. Sync data, trigger actions based on contact updates, and build custom workflows that span multiple apps. Latenode’s flexibility lets you enrich Attio data with AI or other sources, creating smarter, automated CRM processes.
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See how Latenode works
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FAQ Harvest and Attio
How can I connect my Harvest account to Attio using Latenode?
To connect your Harvest account to Attio 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 Attio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Attio contacts from new Harvest clients?
Yes, you can! Latenode automates contact creation using triggers. Enjoy real-time syncs and enrichment, no manual entry needed—boost your sales pipeline effortlessly.
What types of tasks can I perform by integrating Harvest with Attio?
Integrating Harvest with Attio allows you to perform various tasks, including:
- Create new Attio contacts from new Harvest clients automatically.
- Update Attio contact details based on Harvest project changes.
- Log Harvest time entries against specific Attio records.
- Trigger Attio workflows when Harvest invoices are paid.
- Summarize Harvest project data and display in Attio dashboards.
How does Latenode handle data mapping between Harvest and Attio?
Latenode offers a visual data mapper. Customize data flows with no-code, JavaScript functions, and AI-driven transforms for perfect Attio record accuracy.
Are there any limitations to the Harvest and Attio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration requires custom workflow design.
- Complex reporting may require JavaScript-based data aggregation.
- Rate limits of Harvest and Attio APIs may impact high-volume workflows.
