.svg){kind=icon}
How to connect Harvest and NoCRM
Create a New Scenario to Connect Harvest and NoCRM
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 NoCRM will be your first step. To do this, click "Choose an app," find Harvest or NoCRM, 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.
+
1
Harvest
Add the NoCRM Node
Next, click the plus (+) icon on the Harvest node, select NoCRM from the list of available apps, and choose the action you need from the list of nodes within NoCRM.
1
Harvest
⚙
+
2
NoCRM
Authenticate NoCRM
Now, click the NoCRM node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your NoCRM settings. Authentication allows you to use NoCRM through Latenode.
Configure the Harvest and NoCRM 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 NoCRM 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.
5
JavaScript
⚙
6
AI Anthropic Claude 3
⚙
+
7
NoCRM
1
Trigger on Webhook
⚙
2
Harvest
⚙
⚙
3
Iterator
⚙
+
4
Webhook response
Save and Activate the Scenario
After configuring Harvest, NoCRM, 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 NoCRM integration works as expected. Depending on your setup, data should flow between Harvest and NoCRM (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 NoCRM
Harvest + NoCRM + Slack: When a project is completed in Harvest, update the corresponding deal status in NoCRM to 'Completed' and notify the sales team about the successful project completion on Slack.
NoCRM + Harvest + Google Calendar: When a new lead is qualified (status changed) in NoCRM, create a project in Harvest for that lead and schedule a kickoff meeting in Google Calendar.
Harvest and NoCRM 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.
Related categories
About NoCRM
Use NoCRM with Latenode to automate your sales pipeline. Automatically create new leads, update existing records, or trigger follow-up actions based on status changes. Latenode lets you connect NoCRM data to other apps, enrich it with AI, and build custom workflows for lead qualification, all without code and scalable to your needs.
Similar apps
Related categories
See how Latenode works
.svg)
.png)
FAQ Harvest and NoCRM
How can I connect my Harvest account to NoCRM using Latenode?
To connect your Harvest account to NoCRM 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 NoCRM accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create NoCRM leads from Harvest projects?
Yes, you can! Latenode lets you automate lead creation based on Harvest data, saving time and ensuring no potential client is missed thanks to our visual workflow builder.
What types of tasks can I perform by integrating Harvest with NoCRM?
Integrating Harvest with NoCRM allows you to perform various tasks, including:
- Creating new NoCRM leads from new Harvest projects.
- Updating NoCRM client information with Harvest time entries.
- Triggering NoCRM activities when a Harvest project is completed.
- Sending Harvest invoice details to NoCRM as deal notes.
- Syncing client data between Harvest and NoCRM for reporting.
What Harvest data can I access in Latenode workflows?
You can access projects, time entries, clients, invoices, and expenses. Use this data to automate sales processes.
Are there any limitations to the Harvest and NoCRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration may require custom scripting.
- Complex data transformations might need JavaScript.
- Rate limits of the Harvest and NoCRM APIs apply.
