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How to connect Harvest and ClickUp
Create a New Scenario to Connect Harvest and ClickUp
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 ClickUp will be your first step. To do this, click "Choose an app," find Harvest or ClickUp, 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 ClickUp Node
Next, click the plus (+) icon on the Harvest node, select ClickUp from the list of available apps, and choose the action you need from the list of nodes within ClickUp.
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Authenticate ClickUp
Now, click the ClickUp node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your ClickUp settings. Authentication allows you to use ClickUp through Latenode.
Configure the Harvest and ClickUp 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 ClickUp 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, ClickUp, 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 ClickUp integration works as expected. Depending on your setup, data should flow between Harvest and ClickUp (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 ClickUp
Harvest + ClickUp + Slack: When a new invoice is created in Harvest, a task is created in ClickUp to track its status, and a notification is sent to a Slack channel to inform the team.
ClickUp + Harvest + Google Calendar: When a task is marked as complete in ClickUp, a time entry is created in Harvest to log the work, and an event is created in Google Calendar to block out the time.
Harvest and ClickUp 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 ClickUp
Connect ClickUp to Latenode and automate project task management. Trigger actions based on events, sync tasks across platforms, or generate reports. Latenode adds flexibility with custom JavaScript, AI tools, and a visual interface to orchestrate complex ClickUp workflows without expensive per-step costs. Simplify project automation.
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See how Latenode works
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FAQ Harvest and ClickUp
How can I connect my Harvest account to ClickUp using Latenode?
To connect your Harvest account to ClickUp 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 ClickUp accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create ClickUp tasks from new Harvest time entries?
Yes, you can! Latenode allows you to automate task creation in ClickUp based on Harvest time entries. This saves time and ensures all work is tracked across platforms.
What types of tasks can I perform by integrating Harvest with ClickUp?
Integrating Harvest with ClickUp allows you to perform various tasks, including:
- Creating ClickUp tasks when new Harvest projects are created.
- Updating ClickUp task statuses based on Harvest time entries.
- Generating Harvest invoices from completed ClickUp tasks.
- Syncing project deadlines between Harvest and ClickUp.
- Creating reports combining data from Harvest and ClickUp.
How secure is my Harvest data when using Latenode?
Latenode uses secure authentication methods to protect your Harvest data, ensuring your information remains safe during all automation processes.
Are there any limitations to the Harvest and ClickUp integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom fields might require JavaScript for data transformation.
- Real-time syncing depends on the polling interval of each app's API.
- Advanced reporting features may require custom coding for specific data formats.
