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How to connect Harvest and Jotform
Create a New Scenario to Connect Harvest and Jotform
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 Jotform will be your first step. To do this, click "Choose an app," find Harvest or Jotform, 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 Jotform Node
Next, click the plus (+) icon on the Harvest node, select Jotform from the list of available apps, and choose the action you need from the list of nodes within Jotform.
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Authenticate Jotform
Now, click the Jotform node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Jotform settings. Authentication allows you to use Jotform through Latenode.
Configure the Harvest and Jotform 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 Jotform 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, Jotform, 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 Jotform integration works as expected. Depending on your setup, data should flow between Harvest and Jotform (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 Jotform
Jotform + Harvest + QuickBooks: When a new submission is received in Jotform, a client is created in Harvest. Then, an invoice is automatically created in QuickBooks for the new client.
Jotform + Harvest + Google Sheets: On new Jotform submissions and new Harvest time entries, client details and billable hours are logged into a Google Sheet for consolidated reporting.
Harvest and Jotform 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 Jotform
Use Jotform in Latenode to automate data collection and processing. Trigger workflows from new form submissions, validating and routing data to your CRM, database, or other apps. Enrich Jotform data with AI or custom logic, eliminating manual entry and ensuring consistent data handling across your systems.
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FAQ Harvest and Jotform
How can I connect my Harvest account to Jotform using Latenode?
To connect your Harvest account to Jotform 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 Jotform accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Harvest projects from Jotform submissions?
Yes, you can! Latenode allows seamless data transfer, triggering project creation in Harvest whenever a new form is submitted in Jotform. This saves time and reduces manual data entry.
What types of tasks can I perform by integrating Harvest with Jotform?
Integrating Harvest with Jotform allows you to perform various tasks, including:
- Create Harvest clients from Jotform form submissions.
- Update Harvest project budgets based on Jotform responses.
- Send Harvest invoice reminders when a Jotform payment is recorded.
- Add new Harvest time entries from Jotform-submitted timesheets.
- Generate detailed Harvest reports based on Jotform data.
How easily can I customize Harvest workflows on Latenode?
Latenode's visual editor and JavaScript support allow full control of data transformations, ensuring workflows perfectly match business logic.
Are there any limitations to the Harvest and Jotform integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex conditional logic may require JavaScript coding.
- Rate limits of Harvest and Jotform APIs apply.
- Historical data migration requires manual setup.
