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How to connect Harvest and FreeAgent
Create a New Scenario to Connect Harvest and FreeAgent
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 FreeAgent will be your first step. To do this, click "Choose an app," find Harvest or FreeAgent, 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 FreeAgent Node
Next, click the plus (+) icon on the Harvest node, select FreeAgent from the list of available apps, and choose the action you need from the list of nodes within FreeAgent.
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Authenticate FreeAgent
Now, click the FreeAgent node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your FreeAgent settings. Authentication allows you to use FreeAgent through Latenode.
Configure the Harvest and FreeAgent 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 FreeAgent 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, FreeAgent, 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 FreeAgent integration works as expected. Depending on your setup, data should flow between Harvest and FreeAgent (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 FreeAgent
Harvest + FreeAgent + Slack: When a new invoice is created in Harvest, an invoice is automatically created in FreeAgent, and a notification is sent to a designated Slack channel.
FreeAgent + Harvest + Google Sheets: When a new invoice is created in FreeAgent, a new row is added to a Google Sheet to track it, and when a new time entry is logged in Harvest, the sheet is updated with the time spent. The sheet is updated to report on project progress.
Harvest and FreeAgent 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 FreeAgent
Use FreeAgent in Latenode to automate accounting tasks. Create workflows that automatically reconcile bank data, generate reports, or update financial records based on triggers from other apps. Avoid manual data entry and ensure accuracy by connecting FreeAgent with your CRM, payment gateways, or e-commerce platforms.
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See how Latenode works
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FAQ Harvest and FreeAgent
How can I connect my Harvest account to FreeAgent using Latenode?
To connect your Harvest account to FreeAgent 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 FreeAgent accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically generate FreeAgent invoices from Harvest time entries?
Yes, you can! Latenode's visual editor makes it easy to automate invoice creation, saving you time and ensuring accurate billing based on tracked Harvest time.
What types of tasks can I perform by integrating Harvest with FreeAgent?
Integrating Harvest with FreeAgent allows you to perform various tasks, including:
- Create new FreeAgent clients from new Harvest clients.
- Automatically update FreeAgent projects with Harvest project data.
- Generate FreeAgent invoices based on billable time tracked in Harvest.
- Sync Harvest timesheets with FreeAgent for accurate payroll calculations.
- Trigger custom alerts in FreeAgent when Harvest budgets are exceeded.
How secure is Harvest data when using Latenode integrations?
Latenode uses secure OAuth connections and encrypts sensitive data at rest and in transit, ensuring your Harvest data remains protected.
Are there any limitations to the Harvest and FreeAgent integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration between Harvest and FreeAgent may require manual setup.
- Complex custom fields may need custom JavaScript code blocks for full integration.
- Real-time synchronization depends on the API rate limits of both Harvest and FreeAgent.
