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How to connect Harvest and Circle
Create a New Scenario to Connect Harvest and Circle
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 Circle will be your first step. To do this, click "Choose an app," find Harvest or Circle, 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 Circle Node
Next, click the plus (+) icon on the Harvest node, select Circle from the list of available apps, and choose the action you need from the list of nodes within Circle.
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Authenticate Circle
Now, click the Circle node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Circle settings. Authentication allows you to use Circle through Latenode.
Configure the Harvest and Circle 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 Circle 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, Circle, 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 Circle integration works as expected. Depending on your setup, data should flow between Harvest and Circle (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 Circle
Harvest + Circle + Slack: When a new time entry is created in Harvest, post a message to a Circle community space and send a Slack channel notification to keep stakeholders informed about project progress.
Circle + Harvest + Airtable: When a new member joins a Circle community, create a client record in Harvest and log the member's information along with other relevant data into an Airtable base for reporting and tracking community contributions.
Harvest and Circle 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 Circle
Use Circle in Latenode to build thriving online communities. Automate member onboarding, content moderation, and engagement tracking. Trigger workflows based on Circle events, syncing data with CRMs or email tools. Scale community management without manual overhead, using Latenode’s no-code tools and custom logic.
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See how Latenode works
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FAQ Harvest and Circle
How can I connect my Harvest account to Circle using Latenode?
To connect your Harvest account to Circle 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 Circle accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically add new Harvest clients to Circle?
Yes! Latenode automates client onboarding. Instantly sync new Harvest clients to Circle, streamlining communication and project access—all without manual data entry, and scaled with robust error handling.
What types of tasks can I perform by integrating Harvest with Circle?
Integrating Harvest with Circle allows you to perform various tasks, including:
- Create Circle topics for new Harvest projects.
- Send Circle messages when Harvest invoices are paid.
- Update Circle user roles based on Harvest project assignments.
- Add Harvest time entries to Circle project updates.
- Trigger Harvest invoice creation from Circle community milestones.
HowcanImanageHarvestprojectbudgetsandalertsviaLatenodeusingCircle?
Latenode extends Harvest with Circle alerts. Customize budget alerts, share them instantly in Circle, and automate updates via advanced logic and AI.
Are there any limitations to the Harvest and Circle 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 mapping.
- Real-time synchronization depends on the API rate limits of both Harvest and Circle.
- Historical data migration between Harvest and Circle requires a separate workflow.
