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How to connect Harvest and Klaviyo
Create a New Scenario to Connect Harvest and Klaviyo
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 Klaviyo will be your first step. To do this, click "Choose an app," find Harvest or Klaviyo, 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 Klaviyo Node
Next, click the plus (+) icon on the Harvest node, select Klaviyo from the list of available apps, and choose the action you need from the list of nodes within Klaviyo.
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Authenticate Klaviyo
Now, click the Klaviyo node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Klaviyo settings. Authentication allows you to use Klaviyo through Latenode.
Configure the Harvest and Klaviyo 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 Klaviyo 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, Klaviyo, 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 Klaviyo integration works as expected. Depending on your setup, data should flow between Harvest and Klaviyo (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 Klaviyo
Harvest + Klaviyo + Slack: When a new client is added in Klaviyo, retrieve the client's information and send a summary of the new client to a designated Slack channel to notify the team.
Klaviyo + Harvest + Google Sheets: When a Klaviyo profile is added to a specific list, create a new project in Harvest and log the profile's details into a Google Sheet for tracking and reporting.
Harvest and Klaviyo 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 Klaviyo
Use Klaviyo in Latenode to automate email marketing based on real-time triggers. Sync customer data, personalize campaigns, and track results within automated workflows. Connect Klaviyo to other apps like CRMs or payment gateways. Run automations without per-step cost limits, scale email personalization, and use AI to improve campaign targeting.
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See how Latenode works
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FAQ Harvest and Klaviyo
How can I connect my Harvest account to Klaviyo using Latenode?
To connect your Harvest account to Klaviyo 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 Klaviyo accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger Klaviyo emails based on Harvest project completion?
Yes, you can! Latenode allows this automation, triggering personalized email flows in Klaviyo when projects finish in Harvest, improving client communication with no code required.
What types of tasks can I perform by integrating Harvest with Klaviyo?
Integrating Harvest with Klaviyo allows you to perform various tasks, including:
- Adding new Harvest clients to Klaviyo as subscribers.
- Updating Klaviyo profiles with Harvest project data.
- Triggering email sequences based on time tracked in Harvest.
- Sending invoices from Harvest and updating Klaviyo properties.
- Segmenting Klaviyo lists based on Harvest project spend.
How can I automatically generate client reports in Harvest from Klaviyo data?
You can enhance reports using JavaScript code blocks in Latenode. Extract key data from Klaviyo and inject it to Harvest for richer reporting.
Are there any limitations to the Harvest and Klaviyo integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical Harvest data prior to integration may not be immediately available.
- Complex Klaviyo segmentation might require custom JavaScript coding.
- Real-time data sync depends on Harvest's API rate limits.
