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How to connect Harvest and Caspio
Create a New Scenario to Connect Harvest and Caspio
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 Caspio will be your first step. To do this, click "Choose an app," find Harvest or Caspio, 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 Caspio Node
Next, click the plus (+) icon on the Harvest node, select Caspio from the list of available apps, and choose the action you need from the list of nodes within Caspio.
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Authenticate Caspio
Now, click the Caspio node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Caspio settings. Authentication allows you to use Caspio through Latenode.
Configure the Harvest and Caspio 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 Caspio 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, Caspio, 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 Caspio integration works as expected. Depending on your setup, data should flow between Harvest and Caspio (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 Caspio
Harvest + Slack + Caspio: When a project's time budget in Harvest is exceeded (no direct trigger available, polling Get Project), find the project manager in Slack and send an alert. Also, update the project status in Caspio.
Caspio + Harvest + Google Sheets: When a new client record is added to Caspio, automatically create a new project in Harvest and log the event in Google Sheets.
Harvest and Caspio 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 Caspio
Integrate Caspio's no-code database platform into Latenode to automate data-driven tasks. Create workflows that react to Caspio database changes. Automate updates across your systems or trigger alerts, without custom code. Use Latenode's visual editor and built-in tools to filter, transform, and route data from Caspio to other apps for complete workflow control.
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See how Latenode works
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FAQ Harvest and Caspio
How can I connect my Harvest account to Caspio using Latenode?
To connect your Harvest account to Caspio 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 Caspio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync Harvest time entries to Caspio database?
Yes, you can! Latenode allows you to automate this process, ensuring your Caspio database is always updated with the latest Harvest time entries. Save time and reduce manual data entry.
What types of tasks can I perform by integrating Harvest with Caspio?
Integrating Harvest with Caspio allows you to perform various tasks, including:
- Automatically creating Caspio records from new Harvest projects.
- Syncing Harvest clients with a Caspio customer database.
- Updating Caspio tables when Harvest time entries are approved.
- Generating reports in Caspio based on Harvest time tracking data.
- Creating invoices in Caspio based on Harvest billable hours.
How do I handle errors between Harvest and Caspio in Latenode?
Latenode's error handling lets you define actions for failed Harvest or Caspio steps. Use built-in logic or JavaScript code to retry steps or send alerts.
Are there any limitations to the Harvest and Caspio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require custom JavaScript code.
- Real-time synchronization depends on the API limits of both services.
- Historical data migration may require batch processing.
