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How to connect Harvest and Delighted
Create a New Scenario to Connect Harvest and Delighted
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 Delighted will be your first step. To do this, click "Choose an app," find Harvest or Delighted, 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 Delighted Node
Next, click the plus (+) icon on the Harvest node, select Delighted from the list of available apps, and choose the action you need from the list of nodes within Delighted.
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Authenticate Delighted
Now, click the Delighted node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Delighted settings. Authentication allows you to use Delighted through Latenode.
Configure the Harvest and Delighted 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 Delighted 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, Delighted, 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 Delighted integration works as expected. Depending on your setup, data should flow between Harvest and Delighted (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 Delighted
Delighted + Harvest + Slack: When a new response is received in Delighted, if the score is below a certain threshold, a message is sent to a designated Slack channel alerting the project manager. This allows for quick reaction to negative client feedback.
Delighted + Harvest + Zendesk: When a new response is received in Delighted, a Zendesk ticket is created to track and address negative feedback related to projects. This ensures that all negative feedback is properly documented and followed up on.
Harvest and Delighted 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 Delighted
Automate feedback loops with Delighted in Latenode. Send surveys post-interaction and instantly act on results. Route scores to your team's Slack, update records in your CRM, or trigger follow-ups based on sentiment. Build adaptable workflows with no-code tools, custom logic, and AI — all without per-step costs.
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FAQ Harvest and Delighted
How can I connect my Harvest account to Delighted using Latenode?
To connect your Harvest account to Delighted 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 Delighted accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger surveys based on project completion?
Yes, you can trigger Delighted surveys automatically upon project completion in Harvest using Latenode. This provides timely feedback and improves client satisfaction, all without manual intervention.
What types of tasks can I perform by integrating Harvest with Delighted?
Integrating Harvest with Delighted allows you to perform various tasks, including:
- Automatically send customer satisfaction surveys after project completion.
- Track customer feedback and project profitability in a single dashboard.
- Trigger internal notifications for low satisfaction scores tied to specific projects.
- Personalize survey questions based on Harvest project details.
- Analyze feedback trends to optimize resource allocation.
Can I filter Harvest data before sending to Delighted?
Yes, you can filter Harvest data using Latenode’s visual editor or JavaScript blocks for advanced customization. This ensures only relevant data triggers surveys.
Are there any limitations to the Harvest and Delighted integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Custom report types in Harvest might require custom parsing logic.
- Delighted survey limits depend on your Delighted subscription plan.
- Initial setup requires appropriate Harvest and Delighted account permissions.
