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How to connect Harvest and Ocean.io
Create a New Scenario to Connect Harvest and Ocean.io
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 Ocean.io will be your first step. To do this, click "Choose an app," find Harvest or Ocean.io, 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 Ocean.io Node
Next, click the plus (+) icon on the Harvest node, select Ocean.io from the list of available apps, and choose the action you need from the list of nodes within Ocean.io.
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Authenticate Ocean.io
Now, click the Ocean.io node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Ocean.io settings. Authentication allows you to use Ocean.io through Latenode.
Configure the Harvest and Ocean.io 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 Ocean.io 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, Ocean.io, 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 Ocean.io integration works as expected. Depending on your setup, data should flow between Harvest and Ocean.io (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 Ocean.io
Ocean.io + Harvest + Slack: When a new company is identified in Ocean.io, a client is created in Harvest, and a notification is sent to a Slack channel.
Ocean.io + Harvest + Google Sheets: Save new lead data from Ocean.io, combined with tracked time entries from Harvest, into a new row in Google Sheets.
Harvest and Ocean.io 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 Ocean.io
Use Ocean.io in Latenode to enrich lead data and target outreach. Identify ideal customer profiles automatically and pass qualified leads into your CRM or sales sequences. Latenode lets you add custom logic, filter leads, and trigger actions based on Ocean.io insights, creating scalable lead gen workflows without code.
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See how Latenode works
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FAQ Harvest and Ocean.io
How can I connect my Harvest account to Ocean.io using Latenode?
To connect your Harvest account to Ocean.io 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 Ocean.io accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically enrich Ocean.io leads with Harvest time data?
Yes, with Latenode you can! Automatically enrich Ocean.io leads using Harvest data to prioritize outreach. Use our visual editor, AI steps, and JavaScript for complex transformations.
What types of tasks can I perform by integrating Harvest with Ocean.io?
Integrating Harvest with Ocean.io allows you to perform various tasks, including:
- Create Ocean.io leads from new Harvest clients automatically.
- Update Ocean.io lead scores based on Harvest project completion.
- Send Harvest project updates to Ocean.io contacts.
- Trigger Ocean.io outreach when Harvest invoices are overdue.
- Log Harvest time entries against Ocean.io opportunity stages.
How can I trigger actions in other apps from Harvest events in Latenode?
Use Harvest webhooks to trigger Latenode workflows! Create personalized flows that respond instantly to events like new time entries or invoices.
Are there any limitations to the Harvest and Ocean.io integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration from Harvest to Ocean.io may require custom scripting.
- Complex data transformations might require JavaScript knowledge.
- Real-time updates depend on the webhook availability and reliability.
