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How to connect Harvest and Formsite
Create a New Scenario to Connect Harvest and Formsite
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 Formsite will be your first step. To do this, click "Choose an app," find Harvest or Formsite, 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 Formsite Node
Next, click the plus (+) icon on the Harvest node, select Formsite from the list of available apps, and choose the action you need from the list of nodes within Formsite.
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Authenticate Formsite
Now, click the Formsite node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Formsite settings. Authentication allows you to use Formsite through Latenode.
Configure the Harvest and Formsite 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 Formsite 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, Formsite, 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 Formsite integration works as expected. Depending on your setup, data should flow between Harvest and Formsite (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 Formsite
Formsite + Harvest + Google Sheets: When a new form is submitted in Formsite, create a time entry in Harvest to track the time spent processing the submission and then add the submission data as a new row in Google Sheets for record-keeping and analysis.
Formsite + Harvest + Slack: When a new form is submitted in Formsite, create a new project in Harvest. Then, send a message to a designated Slack channel notifying the team about the new project and providing relevant details from the form submission.
Harvest and Formsite 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 Formsite
Formsite form data becomes actionable in Latenode. Automatically process submissions: validate, filter, and route info to databases, CRMs, or other apps. Trigger follow-up emails or create tasks based on form responses. Enhance data with AI and custom JS logic inside Latenode for efficient workflows.
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See how Latenode works
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FAQ Harvest and Formsite
How can I connect my Harvest account to Formsite using Latenode?
To connect your Harvest account to Formsite 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 Formsite accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Harvest projects from new Formsite submissions?
Yes, you can! Latenode allows seamless data transfer, automatically creating Harvest projects from new Formsite entries. Streamline project initiation and save valuable time with this automation.
What types of tasks can I perform by integrating Harvest with Formsite?
Integrating Harvest with Formsite allows you to perform various tasks, including:
- Create new Harvest projects from submitted Formsite responses.
- Update Harvest tasks based on Formsite submission status changes.
- Send customized invoice reminders via Formsite based on Harvest data.
- Generate reports combining time tracking from Harvest with Formsite data.
- Automatically trigger Formsite surveys after Harvest project completion.
What Harvest data can I access and use within Latenode workflows?
Latenode grants access to projects, tasks, time entries, clients, and invoices. Use these to create dynamic, data-driven automation.
Are there any limitations to the Harvest and Formsite integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Formsite logic might require custom JavaScript nodes in Latenode.
- Harvest's API rate limits can affect high-volume data processing.
- Historical data migration between the two apps requires manual setup.
