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How to connect Harvest and ClickSend
Create a New Scenario to Connect Harvest and ClickSend
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 ClickSend will be your first step. To do this, click "Choose an app," find Harvest or ClickSend, 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 ClickSend Node
Next, click the plus (+) icon on the Harvest node, select ClickSend from the list of available apps, and choose the action you need from the list of nodes within ClickSend.
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Authenticate ClickSend
Now, click the ClickSend node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your ClickSend settings. Authentication allows you to use ClickSend through Latenode.
Configure the Harvest and ClickSend 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 ClickSend 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, ClickSend, 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 ClickSend integration works as expected. Depending on your setup, data should flow between Harvest and ClickSend (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 ClickSend
Harvest + Google Calendar + ClickSend: When a new time entry is created in Harvest, a corresponding appointment is created in Google Calendar. Then, ClickSend sends an SMS reminder to the client before the appointment.
Harvest + ClickSend + Slack: When an employee's billable hours in Harvest reach a specified limit, ClickSend sends an SMS to the manager, who then receives a notification in Slack regarding the overage.
Harvest and ClickSend 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 ClickSend
Use ClickSend in Latenode to automate SMS, email, or voice messaging. Build workflows that trigger messages based on events in your other apps. Improve customer engagement by automating personalized notifications. Latenode’s visual editor simplifies integration and scales your outreach without extra code or per-step costs.
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See how Latenode works
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FAQ Harvest and ClickSend
How can I connect my Harvest account to ClickSend using Latenode?
To connect your Harvest account to ClickSend 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 ClickSend accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I send SMS reminders for unpaid Harvest invoices?
Yes, with Latenode! Automatically send ClickSend SMS messages when invoices are overdue in Harvest. This improves payment collection with timely, automated reminders.
What types of tasks can I perform by integrating Harvest with ClickSend?
Integrating Harvest with ClickSend allows you to perform various tasks, including:
- Send SMS notifications for new Harvest projects.
- Create ClickSend contacts from new Harvest clients.
- Send SMS payment reminders for overdue Harvest invoices.
- Update ClickSend contacts with Harvest time entry details.
- Trigger SMS alerts for Harvest budget overruns.
How does Latenode handle Harvest API rate limits?
Latenode intelligently manages API calls, employing queues and error handling to prevent rate limit issues and ensure reliable automation.
Are there any limitations to the Harvest and ClickSend integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require JavaScript coding.
- Real-time synchronization depends on Harvest and ClickSend API availability.
- Historical data migration requires manual import/export.
