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How to connect Harvest and Calendly
Create a New Scenario to Connect Harvest and Calendly
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 Calendly will be your first step. To do this, click "Choose an app," find Harvest or Calendly, 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 Calendly Node
Next, click the plus (+) icon on the Harvest node, select Calendly from the list of available apps, and choose the action you need from the list of nodes within Calendly.
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Authenticate Calendly
Now, click the Calendly node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Calendly settings. Authentication allows you to use Calendly through Latenode.
Configure the Harvest and Calendly 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 Calendly 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, Calendly, 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 Calendly integration works as expected. Depending on your setup, data should flow between Harvest and Calendly (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 Calendly
Calendly + Harvest + QuickBooks: When a new invitee is created in Calendly, create a time entry in Harvest. When the time entry is marked as billable and the project is finished, create an invoice in QuickBooks.
Calendly + Harvest + Google Calendar: When a Calendly event is booked, create a new project in Harvest and add the event to Google Calendar.
Harvest and Calendly 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 Calendly
Automate meeting scheduling with Calendly in Latenode. Trigger workflows based on new bookings or cancellations. Automatically update CRMs, send personalized follow-ups, or manage team calendars, freeing up valuable time. Latenode adds flexible logic and integrations Calendly lacks, all visually and affordably.
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See how Latenode works
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FAQ Harvest and Calendly
How can I connect my Harvest account to Calendly using Latenode?
To connect your Harvest account to Calendly 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 Calendly accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically track time for Calendly meetings?
Yes, you can! Latenode enables seamless automation, logging time entries in Harvest whenever a Calendly event concludes. Benefit from precise, automated time tracking without manual input.
What types of tasks can I perform by integrating Harvest with Calendly?
Integrating Harvest with Calendly allows you to perform various tasks, including:
- Create Harvest projects automatically from new Calendly event types.
- Log time in Harvest for completed Calendly appointments.
- Send personalized thank-you emails after Calendly meetings, tracking time.
- Update project budgets in Harvest based on scheduled Calendly events.
- Generate invoices in Harvest based on Calendly consulting sessions.
Can I use custom JavaScript with my Harvest automations?
Yes! Latenode allows you to use JavaScript within your workflows to handle complex logic or data transformations beyond standard no-code options.
Are there any limitations to the Harvest and Calendly integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time synchronization may be subject to API rate limits from Harvest and Calendly.
- Advanced reporting features are dependent on the capabilities of Harvest's API.
- Custom field mappings require careful configuration for optimal data transfer.
