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How to connect Harvest and LiveChat
Create a New Scenario to Connect Harvest and LiveChat
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 LiveChat will be your first step. To do this, click "Choose an app," find Harvest or LiveChat, 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 LiveChat Node
Next, click the plus (+) icon on the Harvest node, select LiveChat from the list of available apps, and choose the action you need from the list of nodes within LiveChat.
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Authenticate LiveChat
Now, click the LiveChat node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your LiveChat settings. Authentication allows you to use LiveChat through Latenode.
Configure the Harvest and LiveChat 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 LiveChat 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, LiveChat, 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 LiveChat integration works as expected. Depending on your setup, data should flow between Harvest and LiveChat (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 LiveChat
Harvest + Slack: When a project exceeds its budget in Harvest, a message is sent to a designated Slack channel to alert the project manager.
LiveChat + Harvest + Google Sheets: Log all LiveChat support interactions into a Google Sheet. This includes fetching project details from Harvest using project IDs found in the LiveChat data.
Harvest and LiveChat 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 LiveChat
Integrate LiveChat into Latenode to automate support workflows. Route chats based on keywords, tag conversations, or trigger automated responses. Connect LiveChat data to other apps (CRM, databases) for unified insights. Simplify complex routing and ensure agents have context – all visually, and without code.
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See how Latenode works
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FAQ Harvest and LiveChat
How can I connect my Harvest account to LiveChat using Latenode?
To connect your Harvest account to LiveChat 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 LiveChat accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I track billable hours from LiveChat interactions?
Yes, with Latenode! Automatically log LiveChat support time in Harvest. Use advanced logic to bill clients accurately, improving efficiency and revenue.
What types of tasks can I perform by integrating Harvest with LiveChat?
Integrating Harvest with LiveChat allows you to perform various tasks, including:
- Creating Harvest tasks from new LiveChat conversations.
- Adding time entries to Harvest based on chat duration.
- Sending Harvest invoice reminders via LiveChat.
- Updating Harvest project details from LiveChat commands.
- Generating client reports in Harvest after LiveChat surveys.
Can I trigger Harvest projects based on LiveChat support quality?
Yes! Latenode's no-code logic and AI can analyze chat sentiment and automatically start new Harvest projects based on customer feedback.
Are there any limitations to the Harvest and LiveChat integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom fields in Harvest might require JavaScript node configuration.
- Real-time updates depend on the polling interval set in your Latenode workflow.
- Historical LiveChat data import may require batch processing strategies.
