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How to connect Harvest and Drip
Create a New Scenario to Connect Harvest and Drip
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 Drip will be your first step. To do this, click "Choose an app," find Harvest or Drip, 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 Drip Node
Next, click the plus (+) icon on the Harvest node, select Drip from the list of available apps, and choose the action you need from the list of nodes within Drip.
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Authenticate Drip
Now, click the Drip node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Drip settings. Authentication allows you to use Drip through Latenode.
Configure the Harvest and Drip 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 Drip 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, Drip, 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 Drip integration works as expected. Depending on your setup, data should flow between Harvest and Drip (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 Drip
Harvest + Drip + Slack: When a project is marked as completed in Harvest, the client associated with that project is added to a nurture sequence in Drip. A notification is then sent to a designated Slack channel to inform the team.
Drip + Harvest + QuickBooks: When a customer is tagged as a high-value lead in Drip, a new project is created for them in Harvest, and an invoice is generated in QuickBooks to initiate billing.
Harvest and Drip 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 Drip
Use Drip in Latenode for automated marketing workflows. Sync customer data, trigger personalized email campaigns based on events, and analyze results. Scale your email marketing by connecting Drip to other apps in Latenode via visual flows. Benefit from advanced logic and data transformations to precisely target your audience.
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See how Latenode works
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FAQ Harvest and Drip
How can I connect my Harvest account to Drip using Latenode?
To connect your Harvest account to Drip 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 Drip accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically add Harvest clients to Drip campaigns?
Yes, you can! Latenode allows this through a visual workflow, triggered whenever a new client is added in Harvest. Enhance it with AI-powered segmenting for hyper-targeted Drip campaigns.
What types of tasks can I perform by integrating Harvest with Drip?
Integrating Harvest with Drip allows you to perform various tasks, including:
- Adding new Harvest clients to a Drip email marketing campaign.
- Triggering Drip workflows when a Harvest invoice is paid.
- Updating Drip subscriber information with Harvest project data.
- Segmenting Drip subscribers based on Harvest time entries.
- Sending personalized Drip emails based on Harvest project completion.
Can I filter Harvest data before sending it to Drip in Latenode?
Yes, Latenode enables advanced filtering using no-code blocks or custom JavaScript to process Harvest data before updating Drip, ensuring accurate segmentation.
Are there any limitations to the Harvest and Drip 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 may require JavaScript coding.
- Rate limits of Harvest and Drip APIs still apply.
