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How to connect Harvest and Box
Create a New Scenario to Connect Harvest and Box
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 Box will be your first step. To do this, click "Choose an app," find Harvest or Box, 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 Box Node
Next, click the plus (+) icon on the Harvest node, select Box from the list of available apps, and choose the action you need from the list of nodes within Box.
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Authenticate Box
Now, click the Box node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Box settings. Authentication allows you to use Box through Latenode.
Configure the Harvest and Box 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 Box 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, Box, 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 Box integration works as expected. Depending on your setup, data should flow between Harvest and Box (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 Box
Harvest + Box + Slack: When a project is created in Harvest, a new folder is created in Box to store project files. Upon the creation of a project in Harvest, a notification is sent to a Slack channel to inform the project team.
Harvest + Box + Google Sheets: When a new invoice is created in Harvest, the invoice is saved to Box and the invoice total is added as a new row in Google Sheets.
Harvest and Box 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 Box
Automate Box file management within Latenode workflows. Trigger actions based on file uploads, updates, or deletions. Streamline content workflows: automatically process files, extract data, and route them to other apps like CRMs or databases. Use Latenode’s visual editor to build flexible, scalable solutions without code, and reduce manual file handling.
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See how Latenode works
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FAQ Harvest and Box
How can I connect my Harvest account to Box using Latenode?
To connect your Harvest account to Box 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 Box accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically archive Harvest invoices in Box?
Yes, you can! Latenode lets you automate this, ensuring all Harvest invoices are safely stored in Box. Benefit from a secure, searchable archive without manual uploads.
What types of tasks can I perform by integrating Harvest with Box?
Integrating Harvest with Box allows you to perform various tasks, including:
- Automatically backing up Harvest invoices to a designated Box folder.
- Creating a new Box folder for each new Harvest project.
- Generating Box shared links for Harvest invoices upon creation.
- Moving Harvest reports to Box for team collaboration.
- Triggering a notification in Box when a new Harvest payment is received.
How can I handle errors when transferring Harvest data to Box via Latenode?
Latenode provides robust error handling. Use conditional logic or JavaScript blocks to manage errors and retry failed data transfers from Harvest to Box.
Are there any limitations to the Harvest and Box integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Large file transfers from Harvest to Box may experience delays depending on network speed.
- Custom metadata from Harvest might require custom scripting to properly map to Box.
- Real-time synchronization depends on the polling frequency configured within Latenode.
