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How to connect Harvest and Contacts+
Create a New Scenario to Connect Harvest and Contacts+
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 Contacts+ will be your first step. To do this, click "Choose an app," find Harvest or Contacts+, 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 Contacts+ Node
Next, click the plus (+) icon on the Harvest node, select Contacts+ from the list of available apps, and choose the action you need from the list of nodes within Contacts+.
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Authenticate Contacts+
Now, click the Contacts+ node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Contacts+ settings. Authentication allows you to use Contacts+ through Latenode.
Configure the Harvest and Contacts+ 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 Contacts+ 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, Contacts+, 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 Contacts+ integration works as expected. Depending on your setup, data should flow between Harvest and Contacts+ (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 Contacts+
Harvest + Contacts+ + Google Sheets: When a new time entry is created in Harvest, the flow updates the contact information in Contacts+ and logs the time entry details, including client and project, in Google Sheets.
Contacts+ + Harvest + QuickBooks: When a new customer is added in Contacts+, a new client and project are created in Harvest. Finally, a customer is created in QuickBooks.
Harvest and Contacts+ 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 Contacts+
Use Contacts+ in Latenode to centralize contact data across platforms. Automate cleaning, deduplication, and enrichment processes. Sync updated contact details to your CRM or marketing tools. Latenode lets you build flexible flows and custom logic to manage contacts more efficiently and without manual data entry.
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FAQ Harvest and Contacts+
How can I connect my Harvest account to Contacts+ using Latenode?
To connect your Harvest account to Contacts+ 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 Contacts+ accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I create Contacts+ contacts from new Harvest clients?
Yes, you can! Latenode's visual editor makes this easy. Automatically add new Harvest clients to Contacts+, enriching your contact data and improving outreach efficiency.
What types of tasks can I perform by integrating Harvest with Contacts+?
Integrating Harvest with Contacts+ allows you to perform various tasks, including:
- Automatically creating Contacts+ contacts from new Harvest clients.
- Updating contact information in Contacts+ based on Harvest project changes.
- Triggering email campaigns in Contacts+ based on Harvest invoice statuses.
- Syncing Harvest project notes to matching Contacts+ contact records.
- Creating Harvest projects when new contacts are added in Contacts+.
What Harvest triggers are available within Latenode workflows?
Latenode supports Harvest triggers like new invoice creation, new client creation, and project updates. Use these to automate key workflows.
Are there any limitations to the Harvest and Contacts+ integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration requires manual setup.
- Complex data transformations might require JavaScript code blocks.
- API rate limits of Harvest and Contacts+ still apply.
