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How to connect Harvest and Formstack
Create a New Scenario to Connect Harvest and Formstack
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 Formstack will be your first step. To do this, click "Choose an app," find Harvest or Formstack, 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 Formstack Node
Next, click the plus (+) icon on the Harvest node, select Formstack from the list of available apps, and choose the action you need from the list of nodes within Formstack.
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Authenticate Formstack
Now, click the Formstack node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Formstack settings. Authentication allows you to use Formstack through Latenode.
Configure the Harvest and Formstack 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 Formstack 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, Formstack, 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 Formstack integration works as expected. Depending on your setup, data should flow between Harvest and Formstack (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 Formstack
Formstack + Harvest + Google Sheets: When a new form submission is received in Formstack, create a time entry in Harvest and then add the relevant details to a Google Sheet for project tracking and reporting.
Formstack + Harvest + Slack: When a new project is submitted via Formstack, automatically create a project in Harvest and notify the team in Slack with project details.
Harvest and Formstack 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 Formstack
Use Formstack with Latenode to capture data via forms and automatically trigger workflows. Update databases, send notifications, or create documents based on submissions. Latenode adds logic, routing, and integrations to scale Formstack beyond simple data collection with visual tools and custom code.
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See how Latenode works
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FAQ Harvest and Formstack
How can I connect my Harvest account to Formstack using Latenode?
To connect your Harvest account to Formstack 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 Formstack accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Harvest projects from new Formstack submissions?
Yes, you can! Latenode lets you automate this process. Each new form submission can trigger project creation in Harvest, saving time and ensuring accurate tracking.
What types of tasks can I perform by integrating Harvest with Formstack?
Integrating Harvest with Formstack allows you to perform various tasks, including:
- Creating new Harvest clients from Formstack form entries.
- Automatically logging time in Harvest based on form completion data.
- Generating invoices in Harvest when a Formstack order is submitted.
- Updating contact information in Harvest from Formstack responses.
- Triggering project status updates in Harvest based on form data.
CanIuselatenodetocreatecustomtriggersandactionswithHarvest?
Yes, Latenode's visual editor and code blocks allow you to create tailored triggers and actions beyond basic integration options. Extend your automation!
Are there any limitations to the Harvest and Formstack integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require JavaScript code blocks.
- Real-time data synchronization depends on the APIs' polling intervals.
- Some advanced Formstack features may not have direct Latenode components.
