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Automatically create Follow Up Boss leads from new Harvest clients, eliminating manual data entry. Latenode’s visual editor and affordable pricing make scaling client management automations simple.
Connect Harvest and Follow Up Boss in minutes with Latenode.
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Create a New Scenario to Connect Harvest and Follow Up Boss
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 Follow Up Boss will be your first step. To do this, click "Choose an app," find Harvest or Follow Up Boss, 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.
Harvest
Add the Follow Up Boss Node
Next, click the plus (+) icon on the Harvest node, select Follow Up Boss from the list of available apps, and choose the action you need from the list of nodes within Follow Up Boss.
Harvest
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Follow Up Boss
Authenticate Follow Up Boss
Now, click the Follow Up Boss node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Follow Up Boss settings. Authentication allows you to use Follow Up Boss through Latenode.
Configure the Harvest and Follow Up Boss 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 Follow Up Boss Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Follow Up Boss
Trigger on Webhook
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Harvest
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Harvest, Follow Up Boss, 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 Follow Up Boss integration works as expected. Depending on your setup, data should flow between Harvest and Follow Up Boss (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Harvest + Follow Up Boss + QuickBooks: When a new time entry is created in Harvest, a corresponding client record is created or updated in Follow Up Boss, and finally, an invoice is generated in QuickBooks for the tracked time.
Follow Up Boss + Harvest + Google Calendar: When a new person is added to Follow Up Boss, a project is created in Harvest to track time spent with this client, and a follow-up meeting is scheduled in Google Calendar.
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 Follow Up Boss
Sync Follow Up Boss with Latenode to automate lead management. Trigger custom actions based on lead stages or properties. Update FUB contacts from other apps, create tasks, or send automated follow-ups. Latenode adds flexible logic, data transformations, and multi-app workflows for smarter real estate automation.
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How can I connect my Harvest account to Follow Up Boss using Latenode?
To connect your Harvest account to Follow Up Boss on Latenode, follow these steps:
Can I automatically create Follow Up Boss leads from Harvest invoices?
Yes, you can! With Latenode, automatically create leads in Follow Up Boss when a new invoice is generated in Harvest, ensuring seamless sales tracking and faster follow-ups.
What types of tasks can I perform by integrating Harvest with Follow Up Boss?
Integrating Harvest with Follow Up Boss allows you to perform various tasks, including:
HowsecureistheHarvestintegrationwithFollowUpBossonLatenode?
Latenode uses secure authentication methods to protect your data. You control permissions for both apps, ensuring data privacy and compliance.
Are there any limitations to the Harvest and Follow Up Boss integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: