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How to connect Harvest and Missive
Create a New Scenario to Connect Harvest and Missive
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 Missive will be your first step. To do this, click "Choose an app," find Harvest or Missive, 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 Missive Node
Next, click the plus (+) icon on the Harvest node, select Missive from the list of available apps, and choose the action you need from the list of nodes within Missive.
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Authenticate Missive
Now, click the Missive node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Missive settings. Authentication allows you to use Missive through Latenode.
Configure the Harvest and Missive 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 Missive 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, Missive, 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 Missive integration works as expected. Depending on your setup, data should flow between Harvest and Missive (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 Missive
Harvest + Missive + Slack: When a new project is created in Harvest, the project team receives a notification in Missive and an alert is posted in a dedicated Slack channel.
Harvest + Google Calendar + Missive: When a new invoice is created in Harvest, create an event in Google Calendar to remind you to follow up, then log the event in Missive to track customer billing communications.
Harvest and Missive 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 Missive
Centralize team comms in Missive and automate actions via Latenode. Monitor email, social media, and SMS, then trigger workflows based on content or sender. Automatically create tasks, update records, or send alerts. Use Latenode's visual editor and scripting for custom rules and integrations, eliminating manual triage and speeding responses.
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See how Latenode works
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FAQ Harvest and Missive
How can I connect my Harvest account to Missive using Latenode?
To connect your Harvest account to Missive 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 Missive accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I get notified in Missive about new Harvest invoices?
Yes, you can! With Latenode, automatically receive Missive notifications for new Harvest invoices. Latenode’s advanced routing ensures the right team members are always informed, streamlining invoice management.
What types of tasks can I perform by integrating Harvest with Missive?
Integrating Harvest with Missive allows you to perform various tasks, including:
- Send Missive messages when a Harvest project is nearing its budget.
- Create Harvest time entries directly from Missive conversations.
- Get daily summaries of tracked time in Harvest delivered to Missive.
- Post new Harvest invoice details to a dedicated Missive channel.
- Alert team in Missive when a Harvest invoice becomes overdue.
HowdoIautomaticallycreateHarvestprojectsfromnewMissiveconversations?
Use Latenode's visual builder and pre-built blocks to map conversation details to Harvest project fields. Latenode simplifies data transfer and workflow automation.
Are there any limitations to the Harvest and Missive integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration from Harvest to Missive is not supported.
- Complex conditional logic may require JavaScript coding in Latenode.
- Rate limits of Harvest and Missive APIs apply to the integration.
