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How to connect Harvest and Instantly
Create a New Scenario to Connect Harvest and Instantly
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 Instantly will be your first step. To do this, click "Choose an app," find Harvest or Instantly, 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 Instantly Node
Next, click the plus (+) icon on the Harvest node, select Instantly from the list of available apps, and choose the action you need from the list of nodes within Instantly.
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Authenticate Instantly
Now, click the Instantly node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Instantly settings. Authentication allows you to use Instantly through Latenode.
Configure the Harvest and Instantly 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 Instantly 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, Instantly, 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 Instantly integration works as expected. Depending on your setup, data should flow between Harvest and Instantly (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 Instantly
Instantly + Harvest + Google Sheets: When a new lead is created in Instantly, start a timer in Harvest to track time spent on outreach for that lead. When the timer is stopped, log the time entry details, client, project, and task in Google Sheets.
Instantly + Harvest + Slack: When a new lead is created in Instantly, create a new time entry in Harvest. Then, send a message to a specified Slack channel notifying project managers of the new billable work tracked in Harvest, including the lead's details and Harvest time entry information.
Harvest and Instantly 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 Instantly
Use Instantly in Latenode to automate email outreach at scale. Connect Instantly to your CRM, database, or lead sources and build automated sequences based on triggers. Enrich data and route responses using Latenode's visual editor and JS node for custom logic — all without per-step pricing limits.
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See how Latenode works
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FAQ Harvest and Instantly
How can I connect my Harvest account to Instantly using Latenode?
To connect your Harvest account to Instantly 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 Instantly accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Instantly campaigns with Harvest project data?
Yes, you can! Latenode's visual editor makes it easy to sync project details, ensuring your Instantly campaigns always reflect the latest Harvest data. Save time and improve campaign accuracy.
What types of tasks can I perform by integrating Harvest with Instantly?
Integrating Harvest with Instantly allows you to perform various tasks, including:
- Automatically add new Harvest clients as leads in Instantly.
- Trigger email sequences in Instantly based on project milestones in Harvest.
- Update Instantly custom fields with Harvest time tracking data.
- Create tasks in Instantly when new projects are created in Harvest.
- Send summary reports from Harvest to Instantly for campaign analysis.
HowdoesLatenodeenhanceHarvestintegrationcapabilities?
Latenode lets you extend Harvest with JavaScript, AI, and more complex logic. Automate sophisticated workflows far beyond basic integrations, without code.
Are there any limitations to the Harvest and Instantly integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data synchronization depends on the API rate limits of both Harvest and Instantly.
- Advanced data transformations may require JavaScript coding in Latenode.
- Historical data migration from Harvest to Instantly might need manual configuration.
