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How to connect Harvest and Omnisend
Create a New Scenario to Connect Harvest and Omnisend
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 Omnisend will be your first step. To do this, click "Choose an app," find Harvest or Omnisend, 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 Omnisend Node
Next, click the plus (+) icon on the Harvest node, select Omnisend from the list of available apps, and choose the action you need from the list of nodes within Omnisend.
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Authenticate Omnisend
Now, click the Omnisend node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Omnisend settings. Authentication allows you to use Omnisend through Latenode.
Configure the Harvest and Omnisend 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 Omnisend 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, Omnisend, 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 Omnisend integration works as expected. Depending on your setup, data should flow between Harvest and Omnisend (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 Omnisend
Harvest + Omnisend + Slack: When a new time entry is created in Harvest, send an email update via Omnisend, and post a message to a Slack channel to notify the project team.
Omnisend + Harvest + Google Sheets: When a new contact subscribes via Omnisend, retrieve project data from Harvest and log the event, along with the project information, into a Google Sheet.
Harvest and Omnisend 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 Omnisend
Use Omnisend in Latenode to automate email & SMS marketing based on real-time data. Connect e-commerce platforms and CRMs, then trigger personalized campaigns. Stop overspending on rigid marketing tools. Latenode's visual editor and flexible logic create scalable automation at a fraction of the cost.
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FAQ Harvest and Omnisend
How can I connect my Harvest account to Omnisend using Latenode?
To connect your Harvest account to Omnisend 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 Omnisend accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger email campaigns based on tracked Harvest time?
Yes, you can! Latenode's visual editor makes it simple. Trigger personalized Omnisend emails when time is logged in Harvest, boosting client engagement and streamlining communication.
What types of tasks can I perform by integrating Harvest with Omnisend?
Integrating Harvest with Omnisend allows you to perform various tasks, including:
- Sending thank you emails to clients after invoice payments in Harvest.
- Creating Omnisend contacts from new Harvest clients automatically.
- Triggering SMS updates for project completion tracked in Harvest.
- Sending internal notifications about overdue Harvest invoices.
- Updating contact properties in Omnisend with Harvest project data.
Can I use JavaScript with my Harvest automations in Latenode?
Yes! Latenode allows incorporating JavaScript code, letting you transform Harvest data or add custom logic to your Omnisend workflows.
Are there any limitations to the Harvest and Omnisend integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration is not supported in the initial setup.
- Complex data transformations may require JavaScript knowledge.
- Rate limits apply based on your Harvest and Omnisend plans.
