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How to connect Harvest and Freshdesk
Create a New Scenario to Connect Harvest and Freshdesk
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 Freshdesk will be your first step. To do this, click "Choose an app," find Harvest or Freshdesk, 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 Freshdesk Node
Next, click the plus (+) icon on the Harvest node, select Freshdesk from the list of available apps, and choose the action you need from the list of nodes within Freshdesk.
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Authenticate Freshdesk
Now, click the Freshdesk node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Freshdesk settings. Authentication allows you to use Freshdesk through Latenode.
Configure the Harvest and Freshdesk 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 Freshdesk 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, Freshdesk, 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 Freshdesk integration works as expected. Depending on your setup, data should flow between Harvest and Freshdesk (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 Freshdesk
Harvest + Freshdesk + Slack: When a new Harvest invoice is created and becomes overdue, a Freshdesk ticket is created to follow up on the payment. A notification is then sent to a designated Slack channel to alert the team.
Freshdesk + Harvest + Google Calendar: When a Freshdesk ticket is resolved, a time entry is created in Harvest to track the work done on the ticket. Also, a Google Calendar event is created as a follow-up reminder.
Harvest and Freshdesk 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 Freshdesk
Sync Freshdesk tickets with other apps in Latenode to automate support workflows. Update databases, trigger alerts, or generate reports based on ticket status, all without code. Connect Freshdesk to your CRM or marketing tools to close the loop on customer issues. Less manual work, more automation.
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See how Latenode works
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FAQ Harvest and Freshdesk
How can I connect my Harvest account to Freshdesk using Latenode?
To connect your Harvest account to Freshdesk 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 Freshdesk accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Freshdesk tickets from Harvest invoices?
Yes, you can! Latenode allows automating ticket creation based on Harvest invoice data. This ensures timely support and improved customer communication.
What types of tasks can I perform by integrating Harvest with Freshdesk?
Integrating Harvest with Freshdesk allows you to perform various tasks, including:
- Create Freshdesk tickets for overdue Harvest invoices.
- Update Freshdesk tickets when Harvest time entries are logged.
- Send Harvest invoice reminders based on Freshdesk ticket status.
- Sync customer data between Harvest and Freshdesk contacts.
- Trigger Harvest invoice creation from new Freshdesk support requests.
Can I use JavaScript to transform Harvest data before sending to Freshdesk?
Yes! Latenode supports custom JavaScript code, letting you transform and enrich Harvest data before it reaches Freshdesk.
Are there any limitations to the Harvest and Freshdesk integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Real-time synchronization depends on the apps' API rate limits.
- Historical data migration requires manual setup.
