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How to connect Harvest and Docusign
Create a New Scenario to Connect Harvest and Docusign
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 Docusign will be your first step. To do this, click "Choose an app," find Harvest or Docusign, 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 Docusign Node
Next, click the plus (+) icon on the Harvest node, select Docusign from the list of available apps, and choose the action you need from the list of nodes within Docusign.
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Authenticate Docusign
Now, click the Docusign node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Docusign settings. Authentication allows you to use Docusign through Latenode.
Configure the Harvest and Docusign 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 Docusign 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, Docusign, 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 Docusign integration works as expected. Depending on your setup, data should flow between Harvest and Docusign (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 Docusign
Harvest + Docusign + Slack: When a new project is created in Harvest, a contract is sent via Docusign for approval. Once the envelope status is updated (signed), a notification is sent to a Slack channel.
Docusign + Harvest + QuickBooks: When a Docusign envelope status is updated to signed, create a corresponding project in Harvest and an invoice in Quickbooks.
Harvest and Docusign 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 Docusign
Integrate DocuSign with Latenode to automate contract workflows. Automatically send, track, and store signed documents. Trigger actions based on signature status, update databases, and alert teams. Latenode adds flexible logic and integrations beyond standard DocuSign options, with pay-per-execution pricing and visual flow design.
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See how Latenode works
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FAQ Harvest and Docusign
How can I connect my Harvest account to Docusign using Latenode?
To connect your Harvest account to Docusign 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 Docusign accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically send invoices after a Docusign agreement?
Yes, you can! Latenode’s visual editor simplifies this. Trigger invoice creation in Harvest upon Docusign agreement completion, streamlining billing and saving time.
What types of tasks can I perform by integrating Harvest with Docusign?
Integrating Harvest with Docusign allows you to perform various tasks, including:
- Automatically creating Harvest projects from signed Docusign agreements.
- Sending Harvest invoices automatically after a Docusign contract is completed.
- Updating Harvest project details based on information in Docusign documents.
- Generating Docusign agreements pre-filled with Harvest project data.
- Triggering Harvest time tracking entries when a Docusign agreement is signed.
HowdoesLatenodeensuresecuredata transferbetweenHarvestandDocusign?
Latenode uses advanced encryption and secure protocols to ensure data privacy and protection during the transfer between Harvest and Docusign.
Are there any limitations to the Harvest and Docusign integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Docusign agreement structures might require custom JavaScript blocks.
- Harvest API rate limits could affect high-volume transaction processing.
- Initial setup requires familiarity with both Harvest and Docusign APIs.
