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How to connect Harvest and Cleverreach
Create a New Scenario to Connect Harvest and Cleverreach
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 Cleverreach will be your first step. To do this, click "Choose an app," find Harvest or Cleverreach, 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 Cleverreach Node
Next, click the plus (+) icon on the Harvest node, select Cleverreach from the list of available apps, and choose the action you need from the list of nodes within Cleverreach.
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Authenticate Cleverreach
Now, click the Cleverreach node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Cleverreach settings. Authentication allows you to use Cleverreach through Latenode.
Configure the Harvest and Cleverreach 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 Cleverreach 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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Cleverreach
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Harvest, Cleverreach, 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 Cleverreach integration works as expected. Depending on your setup, data should flow between Harvest and Cleverreach (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 Cleverreach
Harvest + Cleverreach + Google Sheets: When a new client is created in Harvest, their details are added as a subscriber in Cleverreach and a new row is added to a Google Sheet to track client information.
Cleverreach + Harvest + Slack: When a new campaign is created in Cleverreach, a time entry is created in Harvest to track the time spent on the campaign and a notification is sent to a Slack channel.
Harvest and Cleverreach 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 Cleverreach
Use Cleverreach in Latenode to automate email marketing based on real-time triggers. Sync contact lists, personalize campaigns, and track results directly from your workflows. Avoid manual CSV imports, segment audiences dynamically, and react to user behavior using Latenode’s flexible data routing and logic.
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See how Latenode works
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FAQ Harvest and Cleverreach
How can I connect my Harvest account to Cleverreach using Latenode?
To connect your Harvest account to Cleverreach 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 Cleverreach accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I add new Harvest clients to Cleverreach automatically?
Yes, you can! Latenode's visual editor makes it simple. Automatically add new Harvest clients to Cleverreach, streamlining onboarding and marketing efforts. Focus on strategy, not manual updates.
What types of tasks can I perform by integrating Harvest with Cleverreach?
Integrating Harvest with Cleverreach allows you to perform various tasks, including:
- Send targeted email campaigns based on project completion in Harvest.
- Update Cleverreach subscriber lists with new Harvest client information.
- Trigger automated welcome emails for new clients added to Harvest.
- Segment Cleverreach audiences based on Harvest project types.
- Track campaign ROI by linking Cleverreach data back to Harvest projects.
How does Latenode handle complex data transformations from Harvest?
Latenode excels at data transformations. Use JavaScript blocks to manipulate Harvest data before sending it to Cleverreach for tailored campaigns.
Are there any limitations to the Harvest and Cleverreach integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom fields in Harvest may require advanced configuration.
- High-volume data synchronization can be limited by API request limits.
- Certain advanced Cleverreach features may require custom JavaScript coding.
