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How to connect Harvest and Formaloo
Create a New Scenario to Connect Harvest and Formaloo
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 Formaloo will be your first step. To do this, click "Choose an app," find Harvest or Formaloo, 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 Formaloo Node
Next, click the plus (+) icon on the Harvest node, select Formaloo from the list of available apps, and choose the action you need from the list of nodes within Formaloo.
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Authenticate Formaloo
Now, click the Formaloo node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Formaloo settings. Authentication allows you to use Formaloo through Latenode.
Configure the Harvest and Formaloo 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 Formaloo 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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Formaloo
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Harvest, Formaloo, 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 Formaloo integration works as expected. Depending on your setup, data should flow between Harvest and Formaloo (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 Formaloo
Harvest + Formaloo + Slack: When a new project is created in Harvest, a new project feedback form is automatically created in Formaloo. The team is then notified via Slack about the new project and its associated feedback form.
Formaloo + Harvest + Google Sheets: When a new form submission is received in Formaloo, it updates the project progress in Harvest by creating a new time entry. The form submission data is also stored in Google Sheets for reporting purposes.
Harvest and Formaloo 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 Formaloo
Use Formaloo in Latenode to build forms and surveys, then automate follow-up tasks. Capture data via Formaloo and trigger workflows to update databases, send personalized emails, or create support tickets. Automate form-based data entry, reducing manual work. Using Latenode adds logic, integrations, and scheduling that Formaloo alone can't handle.
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See how Latenode works
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FAQ Harvest and Formaloo
How can I connect my Harvest account to Formaloo using Latenode?
To connect your Harvest account to Formaloo 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 Formaloo accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Formaloo leads from new Harvest clients?
Yes, you can! Latenode's visual editor makes it simple to automate lead creation, saving time and ensuring no potential client is missed. Plus, scale easily when your client base grows.
What types of tasks can I perform by integrating Harvest with Formaloo?
Integrating Harvest with Formaloo allows you to perform various tasks, including:
- Create Formaloo contacts from new Harvest clients automatically.
- Update Formaloo entries when project budgets are updated in Harvest.
- Trigger invoice generation in Harvest from new Formaloo form submissions.
- Send personalized thank you messages via Formaloo after Harvest payments.
- Track project time in Harvest based on Formaloo form activity.
How secure is my Harvest data when using Latenode integration?
Latenode employs industry-standard security measures to protect your data during integration, including encryption and secure authentication protocols.
Are there any limitations to the Harvest and Formaloo integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require custom JavaScript code.
- The number of tasks is limited by your Latenode subscription plan.
- Real-time synchronization depends on Harvest and Formaloo API availability.
