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How to connect Harvest and ClickMeeting
Create a New Scenario to Connect Harvest and ClickMeeting
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 ClickMeeting will be your first step. To do this, click "Choose an app," find Harvest or ClickMeeting, 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 ClickMeeting Node
Next, click the plus (+) icon on the Harvest node, select ClickMeeting from the list of available apps, and choose the action you need from the list of nodes within ClickMeeting.
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Authenticate ClickMeeting
Now, click the ClickMeeting node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your ClickMeeting settings. Authentication allows you to use ClickMeeting through Latenode.
Configure the Harvest and ClickMeeting 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 ClickMeeting 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, ClickMeeting, 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 ClickMeeting integration works as expected. Depending on your setup, data should flow between Harvest and ClickMeeting (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 ClickMeeting
Harvest + ClickMeeting + Google Calendar: When a new project is created in Harvest, a new conference is scheduled in ClickMeeting. The details of the ClickMeeting conference, such as date and time, are then used to create an event in Google Calendar, ensuring everyone is aware of the meeting.
ClickMeeting + Harvest + Slack: When a new attendee joins a ClickMeeting conference, and the total time tracked in Harvest reaches a specified threshold, a summary of the ClickMeeting attendance and engagement is sent to a dedicated Slack channel to keep the team informed.
Harvest and ClickMeeting 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 ClickMeeting
Automate ClickMeeting tasks within Latenode. Trigger webinars based on CRM data or user actions. Sync attendee info to databases, send follow-ups, and analyze engagement, all without manual work. Latenode adds flexibility via custom logic and AI, going beyond basic scheduling for smarter event workflows.
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See how Latenode works
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FAQ Harvest and ClickMeeting
How can I connect my Harvest account to ClickMeeting using Latenode?
To connect your Harvest account to ClickMeeting 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 ClickMeeting accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create ClickMeeting webinars from Harvest projects?
Yes, you can! Latenode's visual editor makes it simple to trigger ClickMeeting webinar creation when a new project is created in Harvest, saving time and ensuring consistent communication.
What types of tasks can I perform by integrating Harvest with ClickMeeting?
Integrating Harvest with ClickMeeting allows you to perform various tasks, including:
- Create ClickMeeting webinars when new Harvest projects are created.
- Log ClickMeeting attendance in Harvest as tracked time entries.
- Send ClickMeeting webinar links to Harvest clients automatically.
- Update Harvest project notes with ClickMeeting webinar recordings.
- Trigger Harvest invoices based on ClickMeeting webinar attendance.
HowsecureistheHarvestintegrationwithLatenode?
Latenode uses secure authentication protocols and encrypts sensitive data to ensure the Harvest integration remains secure and compliant.
Are there any limitations to the Harvest and ClickMeeting integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom fields in Harvest may require JavaScript for full compatibility.
- Real-time attendance updates from ClickMeeting to Harvest depend on API availability.
- Large-scale data synchronization may require optimization for performance.
