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How to connect Harvest and Basin
Create a New Scenario to Connect Harvest and Basin
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 Basin will be your first step. To do this, click "Choose an app," find Harvest or Basin, 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 Basin Node
Next, click the plus (+) icon on the Harvest node, select Basin from the list of available apps, and choose the action you need from the list of nodes within Basin.
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Authenticate Basin
Now, click the Basin node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Basin settings. Authentication allows you to use Basin through Latenode.
Configure the Harvest and Basin 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 Basin 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, Basin, 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 Basin integration works as expected. Depending on your setup, data should flow between Harvest and Basin (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 Basin
Harvest + Slack: When a new time entry is logged in Harvest, a notification is sent to a specified Slack channel to keep team members informed about project progress.
Basin + Harvest + Google Sheets: Upon submission of a new form in Basin, this automation creates a corresponding time entry in Harvest and logs the form submission data in a Google Sheet for record-keeping and analysis.
Harvest and Basin 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 Basin
Use Basin inside Latenode to capture form submissions without server-side code. Connect form data to any app via REST API or Webhooks, triggering automated workflows. Validate, transform, and route data with Latenode's visual editor, enhancing lead management and data collection, and avoiding back-end setup.
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FAQ Harvest and Basin
How can I connect my Harvest account to Basin using Latenode?
To connect your Harvest account to Basin 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 Basin accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically add Harvest time entries to Basin forms?
Yes, you can! With Latenode, automate tasks like populating Basin forms with Harvest time data. This saves time, reduces manual entry, and ensures accurate reporting across both platforms.
What types of tasks can I perform by integrating Harvest with Basin?
Integrating Harvest with Basin allows you to perform various tasks, including:
- Create Basin form submissions when new Harvest projects are created.
- Update Basin form entries with Harvest time tracking data.
- Send email notifications via Basin when Harvest invoices are paid.
- Generate weekly reports in Basin based on Harvest time entries.
- Trigger Harvest tasks when a new Basin form submission is received.
HowsecureisHarvestdatawhenintegratedwithBasinviaLatenode?
Latenode uses secure authentication protocols and encryption to protect your Harvest and Basin data during integration. Access permissions are fully configurable for each workflow.
Are there any limitations to the Harvest and Basin integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data transfer is limited; only new events trigger workflows.
- Complex data transformations may require JavaScript coding.
- The number of tasks depends on your Latenode subscription plan.
