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How to connect Harvest and Encharge
Create a New Scenario to Connect Harvest and Encharge
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 Encharge will be your first step. To do this, click "Choose an app," find Harvest or Encharge, 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 Encharge Node
Next, click the plus (+) icon on the Harvest node, select Encharge from the list of available apps, and choose the action you need from the list of nodes within Encharge.
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Authenticate Encharge
Now, click the Encharge node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Encharge settings. Authentication allows you to use Encharge through Latenode.
Configure the Harvest and Encharge 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 Encharge 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, Encharge, 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 Encharge integration works as expected. Depending on your setup, data should flow between Harvest and Encharge (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 Encharge
Harvest + Encharge + Slack: When a new project is created in Harvest, add the client associated with the project to Encharge with a specific tag, and then notify the team in Slack about the new project and client.
Encharge + Harvest + Google Sheets: When a new person is added to Encharge, create a new client in Harvest and add a row to a Google Sheet to track the new client.
Harvest and Encharge 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 Encharge
Use Encharge in Latenode to automate personalized marketing. Build workflows that segment leads, trigger email sequences, and update customer profiles based on real-time behavior. Connect Encharge to any data source and use Latenode’s no-code tools or JavaScript to orchestrate sophisticated, event-driven campaigns without complex coding.
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FAQ Harvest and Encharge
How can I connect my Harvest account to Encharge using Latenode?
To connect your Harvest account to Encharge 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 Encharge accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Encharge when new Harvest invoices are created?
Yes, with Latenode! Automatically update Encharge customer profiles when new invoices are generated in Harvest. Enjoy real-time synchronization and enhanced customer data management.
What types of tasks can I perform by integrating Harvest with Encharge?
Integrating Harvest with Encharge allows you to perform various tasks, including:
- Create or update Encharge users based on new Harvest clients.
- Trigger email campaigns in Encharge upon Harvest invoice payment.
- Segment Encharge users based on their time tracked in Harvest.
- Send internal notifications for overdue Harvest invoices.
- Automatically add new Harvest projects to Encharge as deals.
CanIuseHarvesttimetrackingdatatotriggerspecificEnchargecampaigns?
Yes! Latenode enables triggering targeted Encharge campaigns using Harvest time data, personalizing the customer journey with relevant messaging.
Are there any limitations to the Harvest and Encharge integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration requires manual setup using Latenode's tools.
- Complex data transformations may require JavaScript knowledge.
- The number of tasks is limited by your Latenode plan's capacity.
