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How to connect Harvest and Google docs
Create a New Scenario to Connect Harvest and Google docs
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 Google docs will be your first step. To do this, click "Choose an app," find Harvest or Google docs, 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 Google docs Node
Next, click the plus (+) icon on the Harvest node, select Google docs from the list of available apps, and choose the action you need from the list of nodes within Google docs.
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Authenticate Google docs
Now, click the Google docs node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Google docs settings. Authentication allows you to use Google docs through Latenode.
Configure the Harvest and Google docs 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 Google docs 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, Google docs, 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 Google docs integration works as expected. Depending on your setup, data should flow between Harvest and Google docs (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 Google docs
Harvest + Google Docs + Slack: When a new time entry is created in Harvest, the details are appended to a summary report in Google Docs. A Slack message is then sent to notify managers about the update.
Harvest + Google Docs + QuickBooks: When a new time entry is logged in Harvest, a new invoice is created in Google Docs based on the tracked time. This invoice data is then used to create an invoice in QuickBooks for billing purposes.
Harvest and Google docs 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 Google docs
Automate document creation and updates with Google Docs in Latenode. Populate templates, extract text, and trigger workflows based on document changes. Connect Google Docs to CRMs, databases, or marketing tools to streamline content generation and approval processes. Less manual work, more consistent documents, and automated collaboration.
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FAQ Harvest and Google docs
How can I connect my Harvest account to Google docs using Latenode?
To connect your Harvest account to Google docs 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 Google docs accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create invoices in Google docs from Harvest?
Yes, you can! Latenode's visual editor makes it easy to trigger Google docs invoice creation when a new Harvest time entry is created, ensuring accurate and timely billing.
What types of tasks can I perform by integrating Harvest with Google docs?
Integrating Harvest with Google docs allows you to perform various tasks, including:
- Create project summaries in Google docs from Harvest time data.
- Generate client reports in Google docs using Harvest billing information.
- Automatically update Google Sheets with Harvest project progress.
- Populate Google docs templates with Harvest invoice details.
- Archive Harvest project data into organized Google Drive folders.
How do I trigger workflows based on new Harvest time entries?
Latenode's real-time triggers instantly start workflows when new time entries are added in Harvest, ensuring timely automation and data sync.
Are there any limitations to the Harvest and Google docs integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex document formatting might require custom scripting.
- Large-scale data transfers may be subject to API rate limits.
- Real-time updates depend on Harvest API availability.
