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How to connect Harvest and Grist
Create a New Scenario to Connect Harvest and Grist
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 Grist will be your first step. To do this, click "Choose an app," find Harvest or Grist, 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 Grist Node
Next, click the plus (+) icon on the Harvest node, select Grist from the list of available apps, and choose the action you need from the list of nodes within Grist.
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Authenticate Grist
Now, click the Grist node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Grist settings. Authentication allows you to use Grist through Latenode.
Configure the Harvest and Grist 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 Grist 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, Grist, 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 Grist integration works as expected. Depending on your setup, data should flow between Harvest and Grist (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 Grist
Harvest + Grist + Slack: When a new time entry is created in Harvest, the automation checks the project budget in Grist. If the budget is nearing its limit (e.g., 90%), a notification is sent to a designated Slack channel to alert project managers.
Grist + Harvest + Google Sheets: When a project is updated in Grist, a new project is created in Harvest. Simultaneously, the details of the new project, including the project name and ID, are logged in a Google Sheets spreadsheet for tracking and reporting.
Harvest and Grist 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 Grist
Use Grist in Latenode to build custom data dashboards and manage complex data sets within your automation workflows. Trigger flows based on Grist updates, or write data back to Grist after processing. Add custom logic with JavaScript and scale without per-step fees, creating powerful data-driven automations.
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See how Latenode works
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FAQ Harvest and Grist
How can I connect my Harvest account to Grist using Latenode?
To connect your Harvest account to Grist 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 Grist accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate invoice creation based on Harvest time entries?
Yes, easily! Latenode's visual editor simplifies this. Automatically generate Grist records from Harvest, then trigger invoice creation based on those records, saving you time and reducing errors.
What types of tasks can I perform by integrating Harvest with Grist?
Integrating Harvest with Grist allows you to perform various tasks, including:
- Syncing Harvest project data to Grist for advanced reporting.
- Creating Grist records from new Harvest time entries.
- Generating custom reports in Grist using Harvest data.
- Automating invoice creation based on Harvest billable hours.
- Tracking project profitability across Harvest and Grist.
Can I use JavaScript code to transform Harvest data on Latenode?
Yes! Latenode allows you to use JavaScript to transform Harvest data before sending it to Grist, providing ultimate control over data formatting and manipulation.
Are there any limitations to the Harvest and Grist integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration may require custom scripting.
- Complex data transformations might require JavaScript knowledge.
- Large data volumes can impact workflow execution time.
