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How to connect Harvest and Follow Up Boss
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.
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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.
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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:
- 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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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.
Most powerful ways to connect Harvest and Follow Up Boss
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.
Harvest and Follow Up Boss 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 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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FAQ Harvest and Follow Up Boss
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:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Harvest and click on "Connect".
- Authenticate your Harvest and Follow Up Boss accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
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:
- Create new Follow Up Boss leads when Harvest invoices are paid.
- Update deal stages in Follow Up Boss based on Harvest project status.
- Send personalized thank you notes via Follow Up Boss after invoice payment.
- Track time spent on projects in Harvest and log activities in Follow Up Boss.
- Trigger follow-up tasks in Follow Up Boss when Harvest projects are completed.
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:
- Historical data migration requires manual setup.
- Complex custom fields might need JavaScript for mapping.
- Rate limits of Harvest and Follow Up Boss APIs apply.
