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How to connect Harvest and Ontraport
Create a New Scenario to Connect Harvest and Ontraport
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 Ontraport will be your first step. To do this, click "Choose an app," find Harvest or Ontraport, 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 Ontraport Node
Next, click the plus (+) icon on the Harvest node, select Ontraport from the list of available apps, and choose the action you need from the list of nodes within Ontraport.
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Authenticate Ontraport
Now, click the Ontraport node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Ontraport settings. Authentication allows you to use Ontraport through Latenode.
Configure the Harvest and Ontraport 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 Ontraport 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, Ontraport, 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 Ontraport integration works as expected. Depending on your setup, data should flow between Harvest and Ontraport (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 Ontraport
Harvest + Ontraport + Slack: When a project is created in Harvest, create or update a contact in Ontraport. Then, send a message in Slack to notify the team about the new contact.
Ontraport + Harvest + Google Sheets: When a new contact is added in Ontraport, create a project in Harvest. Simultaneously, add a row in Google Sheets to log the new contact's data.
Harvest and Ontraport 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 Ontraport
Use Ontraport with Latenode to automate marketing and sales tasks. Sync contacts, trigger campaigns, and update customer data based on actions in other apps. Build complex workflows visually, adding custom logic with JavaScript or AI for personalized experiences. Scale marketing automation affordably, paying only for execution time.
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FAQ Harvest and Ontraport
How can I connect my Harvest account to Ontraport using Latenode?
To connect your Harvest account to Ontraport 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 Ontraport accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger Ontraport sequences from Harvest time entries?
Yes, you can! Latenode allows you to trigger Ontraport sequences when new time entries are logged in Harvest, automating client communication and follow-ups. Boost efficiency with ease!
What types of tasks can I perform by integrating Harvest with Ontraport?
Integrating Harvest with Ontraport allows you to perform various tasks, including:
- Create Ontraport contacts from new Harvest clients.
- Update Ontraport contact properties with Harvest time data.
- Trigger Ontraport tasks based on Harvest project completion.
- Send customized emails via Ontraport when invoices are paid in Harvest.
- Segment Ontraport contacts based on Harvest project type.
How can I automate custom reports combining Harvest & Ontraport data?
Latenode's JavaScript and AI blocks let you merge data from both apps for advanced reports. Get deeper insights into project profitability & customer engagement.
Are there any limitations to the Harvest and Ontraport integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration requires custom workflow design.
- Complex conditional logic may require JavaScript coding.
- Rate limits of Harvest and Ontraport APIs apply.
