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How to connect Harvest and HighLevel
Create a New Scenario to Connect Harvest and HighLevel
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 HighLevel will be your first step. To do this, click "Choose an app," find Harvest or HighLevel, 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 HighLevel Node
Next, click the plus (+) icon on the Harvest node, select HighLevel from the list of available apps, and choose the action you need from the list of nodes within HighLevel.
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Authenticate HighLevel
Now, click the HighLevel node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your HighLevel settings. Authentication allows you to use HighLevel through Latenode.
Configure the Harvest and HighLevel 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 HighLevel 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Harvest, HighLevel, 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 HighLevel integration works as expected. Depending on your setup, data should flow between Harvest and HighLevel (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 HighLevel
Harvest + Google Sheets + HighLevel: When a new time entry is created in Harvest, the details are added to a Google Sheet. If the client exists in HighLevel, the contact is updated with the Harvest time entry information; otherwise, a new contact is created.
HighLevel + Harvest + QuickBooks: When a contact is updated in HighLevel, the workflow checks for billable time entries in Harvest for that contact. If billable time entries exist, an invoice is created in QuickBooks for the client.
Harvest and HighLevel 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 HighLevel
Use HighLevel with Latenode to automate marketing and sales tasks. Sync leads, trigger follow-ups, and manage campaigns within visual workflows. Connect HighLevel to other apps, enrich data with AI, and scale operations without complex coding. Latenode offers flexible automation at a predictable cost.
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See how Latenode works
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FAQ Harvest and HighLevel
How can I connect my Harvest account to HighLevel using Latenode?
To connect your Harvest account to HighLevel 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 HighLevel accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger HighLevel actions from new Harvest invoices?
Yes, you can! Latenode's visual editor simplifies this automation. Automatically create HighLevel contacts or tasks whenever new invoices are generated in Harvest, streamlining client management.
What types of tasks can I perform by integrating Harvest with HighLevel?
Integrating Harvest with HighLevel allows you to perform various tasks, including:
- Create HighLevel contacts from new Harvest clients.
- Send HighLevel SMS reminders for overdue Harvest invoices.
- Update HighLevel opportunities when Harvest projects are completed.
- Log Harvest time entries as notes in HighLevel conversations.
- Trigger HighLevel workflows based on Harvest project status changes.
How secure is my Harvest data when using Latenode integration?
Latenode employs industry-standard security measures, including encryption, to protect your Harvest data during the integration process.
Are there any limitations to the Harvest and HighLevel integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration from Harvest to HighLevel is not directly supported.
- Complex custom fields in Harvest might require JavaScript transformation.
- The integration is limited by the Harvest and HighLevel API rate limits.
