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How to connect Harvest and Clio
Create a New Scenario to Connect Harvest and Clio
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 Clio will be your first step. To do this, click "Choose an app," find Harvest or Clio, 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 Clio Node
Next, click the plus (+) icon on the Harvest node, select Clio from the list of available apps, and choose the action you need from the list of nodes within Clio.
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Authenticate Clio
Now, click the Clio node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Clio settings. Authentication allows you to use Clio through Latenode.
Configure the Harvest and Clio 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 Clio 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Harvest, Clio, 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 Clio integration works as expected. Depending on your setup, data should flow between Harvest and Clio (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 Clio
Harvest + Clio + QuickBooks: When a new time entry is created in Harvest, the workflow retrieves the associated client data from Clio. Based on this information, an invoice is automatically created in QuickBooks.
Clio + Harvest + Google Calendar: When a new task is created in Clio, a corresponding event is created in Google Calendar. The event details will include a link to the Harvest time tracker, allowing users to easily track time spent on the task.
Harvest and Clio 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 Clio
Automate legal workflows with Clio in Latenode. Sync client data, trigger document generation, and manage tasks based on case updates, avoiding manual data entry. Integrate Clio with other apps like email and payment gateways for streamlined legal process automation. Latenode’s visual editor makes building these flows simple.
Related categories
Harvest + Clio integration
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FAQ Harvest and Clio
How can I connect my Harvest account to Clio using Latenode?
To connect your Harvest account to Clio 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 Clio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Clio clients from new Harvest projects?
Yes, you can! Latenode enables seamless data transfer, automatically creating Clio clients whenever a new project is created in Harvest. This eliminates manual entry and ensures data consistency.
What types of tasks can I perform by integrating Harvest with Clio?
Integrating Harvest with Clio allows you to perform various tasks, including:
- Creating Clio clients from new Harvest projects automatically.
- Updating Clio client information based on Harvest project changes.
- Generating invoices in Clio based on Harvest time tracking data.
- Tracking project profitability by syncing time and expenses.
- Sending automated reports on project status across both platforms.
HowdoIhandlecurrencydifferencesbetweenHarvestandClioinLatenode?
Latenode allows you to use JavaScript code blocks or AI steps to convert currencies, ensuring accurate data synchronization between Harvest and Clio.
Are there any limitations to the Harvest and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data synchronization may require custom scripting.
- Complex custom field mappings might need JavaScript blocks.
- Rate limits on the Harvest and Clio APIs can affect performance.
