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How to connect Harvest and Cloze
Create a New Scenario to Connect Harvest and Cloze
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 Cloze will be your first step. To do this, click "Choose an app," find Harvest or Cloze, 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 Cloze Node
Next, click the plus (+) icon on the Harvest node, select Cloze from the list of available apps, and choose the action you need from the list of nodes within Cloze.
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Authenticate Cloze
Now, click the Cloze node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Cloze settings. Authentication allows you to use Cloze through Latenode.
Configure the Harvest and Cloze 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 Cloze 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, Cloze, 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 Cloze integration works as expected. Depending on your setup, data should flow between Harvest and Cloze (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 Cloze
Harvest + Cloze + QuickBooks: When a new time entry is created in Harvest, a communication record is added to Cloze associated with the relevant client, and an invoice is created in QuickBooks.
Cloze + Harvest + Google Sheets: When a project status changes in Cloze, a project is created in Harvest, and a row is added to a Google Sheet to track the project's progress.
Harvest and Cloze 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 Cloze
Use Cloze in Latenode to automate your CRM and sales processes. Automatically update records, trigger follow-ups, and generate reports based on real-time data. Integrate Cloze with other apps like email, calendars, and databases using Latenode's visual editor. Customize flows with JavaScript or AI for advanced lead qualification and faster deal closing.
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FAQ Harvest and Cloze
How can I connect my Harvest account to Cloze using Latenode?
To connect your Harvest account to Cloze 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 Cloze accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Cloze with Harvest time entries?
Yes, you can! Latenode's flexible visual editor lets you map Harvest time entries to Cloze, ensuring accurate client records. This saves time and reduces manual data entry.
What types of tasks can I perform by integrating Harvest with Cloze?
Integrating Harvest with Cloze allows you to perform various tasks, including:
- Create a new Cloze contact when a new Harvest client is created.
- Log Harvest time entries as notes on relevant Cloze opportunities.
- Update Cloze opportunity stages based on project progress in Harvest.
- Send customized client reports from Harvest via Cloze email sequences.
- Trigger Harvest invoices based on Cloze deal closures.
HowdoyouhandlecurrencyconversionsbetweenHarvestandClozeonLatenode?
Latenode supports JavaScript code blocks, allowing you to implement custom currency conversion logic between Harvest and Cloze using external APIs and libraries.
Are there any limitations to the Harvest and Cloze integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration might require custom scripting.
- Complex custom field mappings may need JavaScript transformations.
- Rate limits imposed by Harvest and Cloze APIs can affect performance.
