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How to connect Harvest and Gravity Forms
Create a New Scenario to Connect Harvest and Gravity Forms
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 Gravity Forms will be your first step. To do this, click "Choose an app," find Harvest or Gravity Forms, 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 Gravity Forms Node
Next, click the plus (+) icon on the Harvest node, select Gravity Forms from the list of available apps, and choose the action you need from the list of nodes within Gravity Forms.
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Authenticate Gravity Forms
Now, click the Gravity Forms node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Gravity Forms settings. Authentication allows you to use Gravity Forms through Latenode.
Configure the Harvest and Gravity Forms 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 Gravity Forms 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, Gravity Forms, 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 Gravity Forms integration works as expected. Depending on your setup, data should flow between Harvest and Gravity Forms (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 Gravity Forms
Gravity Forms + Harvest + QuickBooks: When a new form is submitted in Gravity Forms, a new project is created in Harvest, and a corresponding invoice is created in QuickBooks.
Gravity Forms + Harvest + Slack: Upon Gravity Forms submission, a new project is created in Harvest, and a notification is sent to a designated Slack channel.
Harvest and Gravity Forms 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 Gravity Forms
Use Gravity Forms with Latenode to automate form data processing. Capture submissions, then trigger actions like sending emails, updating databases, or creating tasks in other apps. Enhance form data with AI, format it with JavaScript, and automate complex workflows without code — all inside Latenode's visual builder.
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FAQ Harvest and Gravity Forms
How can I connect my Harvest account to Gravity Forms using Latenode?
To connect your Harvest account to Gravity Forms 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 Gravity Forms accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Harvest projects from new form submissions?
Yes, you can! Latenode allows you to automatically create Harvest projects when a new form is submitted in Gravity Forms, streamlining project setup and saving you valuable time.
What types of tasks can I perform by integrating Harvest with Gravity Forms?
Integrating Harvest with Gravity Forms allows you to perform various tasks, including:
- Create new Harvest clients from Gravity Forms submissions.
- Generate Harvest tasks based on specific form responses.
- Update Harvest project budgets based on form data analysis.
- Trigger Harvest invoices upon form submission with approval.
- Send customized Harvest reports based on Gravity Forms data.
What Harvest data can I access within Latenode workflows?
Latenode allows access to projects, tasks, clients, time entries, and team members within Harvest. Use this data to build custom automation.
Are there any limitations to the Harvest and Gravity Forms integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex conditional logic may require JavaScript or AI block configuration.
- Real-time updates depend on Harvest and Gravity Forms API availability.
- Historical data migration may need manual processing or a custom script.
