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How to connect Harvest and Intercom
Create a New Scenario to Connect Harvest and Intercom
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 Intercom will be your first step. To do this, click "Choose an app," find Harvest or Intercom, 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 Intercom Node
Next, click the plus (+) icon on the Harvest node, select Intercom from the list of available apps, and choose the action you need from the list of nodes within Intercom.
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Authenticate Intercom
Now, click the Intercom node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Intercom settings. Authentication allows you to use Intercom through Latenode.
Configure the Harvest and Intercom 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 Intercom 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, Intercom, 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 Intercom integration works as expected. Depending on your setup, data should flow between Harvest and Intercom (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 Intercom
Harvest + Slack + Intercom: When a project is created in Harvest, a notification is sent to a designated Slack channel to inform the Intercom support team, preparing them for upcoming client onboarding.
Intercom + Harvest + Google Sheets: When a new conversation is started in Intercom, the automation creates a time entry in Harvest and saves conversation details to Google Sheets for customer support metric tracking.
Harvest and Intercom 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 Intercom
Integrate Intercom with Latenode to automate customer support and engagement. Trigger workflows based on Intercom events to update CRMs, send personalized emails, or escalate issues. Latenode’s visual editor and flexible logic let you build custom support automation that adapts to your business needs, without complex coding or per-step fees.
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See how Latenode works
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FAQ Harvest and Intercom
How can I connect my Harvest account to Intercom using Latenode?
To connect your Harvest account to Intercom 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 Intercom accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I track billable hours based on Intercom conversations?
Yes, you can! Latenode lets you trigger Harvest time tracking when Intercom conversations reach specific states. Automate billing directly from customer interactions and save time with this powerful integration.
What types of tasks can I perform by integrating Harvest with Intercom?
Integrating Harvest with Intercom allows you to perform various tasks, including:
- Create Harvest projects from new Intercom company creation.
- Log time entries in Harvest for completed Intercom support tickets.
- Update Intercom users with their Harvest invoice status.
- Send Harvest invoice reminders via Intercom messages.
- Generate Harvest reports based on Intercom customer data.
CanIautomaticallycreateHarvestprojectswhenanewIntercomuserisadded?
Yes! Latenode's visual editor makes it simple. Automatically sync new Intercom users to Harvest as projects for streamlined client management.
Are there any limitations to the Harvest and Intercom integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data sync may require custom configuration.
- Complex data transformations may necessitate JavaScript code blocks.
- Rate limits of Harvest and Intercom APIs apply to Latenode workflows.
