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How to connect Harvest and Chargebee
Create a New Scenario to Connect Harvest and Chargebee
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 Chargebee will be your first step. To do this, click "Choose an app," find Harvest or Chargebee, 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 Chargebee Node
Next, click the plus (+) icon on the Harvest node, select Chargebee from the list of available apps, and choose the action you need from the list of nodes within Chargebee.
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Authenticate Chargebee
Now, click the Chargebee node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Chargebee settings. Authentication allows you to use Chargebee through Latenode.
Configure the Harvest and Chargebee 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 Chargebee 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Harvest, Chargebee, 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 Chargebee integration works as expected. Depending on your setup, data should flow between Harvest and Chargebee (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 Chargebee
Harvest + Chargebee + QuickBooks: When a project is created in Harvest, create a customer in Chargebee (if one doesn't exist) and then create an invoice in QuickBooks linked to that customer.
Chargebee + Harvest + Slack: When a new subscription is created in Chargebee, create a project in Harvest and then send a notification to a Slack channel to alert the team.
Harvest and Chargebee 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 Chargebee
Use Chargebee in Latenode to automate subscription management tasks. Create workflows that trigger actions based on subscription events, like new sign-ups or failed payments. Sync Chargebee data with CRMs, accounting software, or internal databases. Process data with no-code tools or custom JavaScript. Scale billing processes with Latenode's efficient execution model.
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See how Latenode works
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FAQ Harvest and Chargebee
How can I connect my Harvest account to Chargebee using Latenode?
To connect your Harvest account to Chargebee 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 Chargebee accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Chargebee subscriptions from Harvest time entries?
Yes, you can! Latenode allows seamless automation, triggering Chargebee subscriptions directly from Harvest data. This eliminates manual data entry and ensures billing accuracy.
What types of tasks can I perform by integrating Harvest with Chargebee?
Integrating Harvest with Chargebee allows you to perform various tasks, including:
- Create new Chargebee subscriptions based on Harvest project completion.
- Update customer details in Chargebee when changes occur in Harvest.
- Trigger invoices in Chargebee based on tracked time in Harvest.
- Send payment reminders via Chargebee when Harvest invoices are overdue.
- Generate reports combining time tracking data from Harvest and billing data from Chargebee.
HowsecureistheHarvestintegrationwithChargebeeonLatenode?
Latenode uses secure authentication protocols for both Harvest and Chargebee, safeguarding data with encryption and access controls. Your data stays protected.
Are there any limitations to the Harvest and Chargebee integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration from Harvest to Chargebee may require custom scripting.
- Complex pricing structures in Chargebee might need advanced workflow configuration.
- Real-time synchronization depends on the API rate limits of both Harvest and Chargebee.
