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How to connect Harvest and Campaign Monitor
Create a New Scenario to Connect Harvest and Campaign Monitor
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 Campaign Monitor will be your first step. To do this, click "Choose an app," find Harvest or Campaign Monitor, 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 Campaign Monitor Node
Next, click the plus (+) icon on the Harvest node, select Campaign Monitor from the list of available apps, and choose the action you need from the list of nodes within Campaign Monitor.
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Authenticate Campaign Monitor
Now, click the Campaign Monitor node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Campaign Monitor settings. Authentication allows you to use Campaign Monitor through Latenode.
Configure the Harvest and Campaign Monitor 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 Campaign Monitor 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, Campaign Monitor, 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 Campaign Monitor integration works as expected. Depending on your setup, data should flow between Harvest and Campaign Monitor (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 Campaign Monitor
Harvest + Campaign Monitor + Google Sheets: When a Harvest timer starts for a Campaign Monitor project, the time entry details are added to a Google Sheet to track campaign performance reporting.
Campaign Monitor + Harvest + Slack: When a new client is created in Campaign Monitor, create the equivalent in Harvest and notify the team via Slack.
Harvest and Campaign Monitor 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 Campaign Monitor
Use Campaign Monitor in Latenode to automate email marketing based on triggers from other apps. Sync contact lists, personalize campaigns, and track results directly within your workflows. Latenode adds scheduling, conditional logic, and data transformation for sophisticated, automated outreach, bypassing Campaign Monitor's limits.
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See how Latenode works
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FAQ Harvest and Campaign Monitor
How can I connect my Harvest account to Campaign Monitor using Latenode?
To connect your Harvest account to Campaign Monitor 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 Campaign Monitor accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically add new Harvest clients to a Campaign Monitor list?
Yes, you can! Latenode automates client syncing between Harvest and Campaign Monitor. This keeps your marketing lists updated and ensures targeted campaigns, saving valuable time.
What types of tasks can I perform by integrating Harvest with Campaign Monitor?
Integrating Harvest with Campaign Monitor allows you to perform various tasks, including:
- Add new Harvest clients as subscribers in Campaign Monitor.
- Update subscriber details in Campaign Monitor from Harvest data.
- Send targeted email campaigns based on Harvest project types.
- Trigger email sequences upon project completion in Harvest.
- Create personalized customer reports combining Harvest and Campaign Monitor data.
How secure is my Harvest data when using Latenode integrations?
Latenode uses secure OAuth authentication and encryption. Your data remains safe. You control all access permissions.
Are there any limitations to the Harvest and Campaign Monitor integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom fields in Harvest may require custom JavaScript transformations.
- Campaign Monitor API rate limits can affect high-volume data transfers.
- Historical data migration may need manual configuration.
