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How to connect Harvest and Ortto
Create a New Scenario to Connect Harvest and Ortto
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 Ortto will be your first step. To do this, click "Choose an app," find Harvest or Ortto, 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 Ortto Node
Next, click the plus (+) icon on the Harvest node, select Ortto from the list of available apps, and choose the action you need from the list of nodes within Ortto.
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Authenticate Ortto
Now, click the Ortto node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Ortto settings. Authentication allows you to use Ortto through Latenode.
Configure the Harvest and Ortto 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 Ortto 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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Ortto
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Trigger on Webhook
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Harvest
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Save and Activate the Scenario
After configuring Harvest, Ortto, 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 Ortto integration works as expected. Depending on your setup, data should flow between Harvest and Ortto (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 Ortto
Harvest + Ortto + Slack: When a project is marked as completed in Harvest, the client's profile in Ortto is updated with a tag or a custom activity, and a summary message is sent to a designated Slack channel.
Ortto + Harvest + Google Sheets: When a new client is added to Ortto, a corresponding project is created for them in Harvest, and a log entry is added to a Google Sheets spreadsheet to track new client projects.
Harvest and Ortto 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 Ortto
Use Ortto in Latenode to automate personalized marketing campaigns. Trigger emails, SMS, or push notifications based on real-time data from any source. Segment users and update profiles dynamically within Latenode workflows, responding instantly to behavior. Improve engagement by connecting Ortto's segmentation to your Latenode data pipelines.
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See how Latenode works
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FAQ Harvest and Ortto
How can I connect my Harvest account to Ortto using Latenode?
To connect your Harvest account to Ortto 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 Ortto accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger Ortto campaigns based on Harvest time entries?
Yes, you can! Latenode allows you to trigger personalized Ortto campaigns when new time entries are logged in Harvest, automating customer engagement and reporting.
What types of tasks can I perform by integrating Harvest with Ortto?
Integrating Harvest with Ortto allows you to perform various tasks, including:
- Automatically adding new Harvest clients to Ortto as contacts.
- Updating Ortto contact properties based on Harvest project data.
- Triggering Ortto email sequences for overdue Harvest invoices.
- Segmenting Ortto audiences based on Harvest time tracking data.
- Creating Ortto reports that combine time and customer metrics.
How does Latenode handle Harvest API rate limits?
Latenode intelligently manages API rate limits for Harvest, using queuing and error handling to ensure reliable data synchronization and avoid workflow interruptions.
Are there any limitations to the Harvest and Ortto integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration from Harvest to Ortto may require custom workflows.
- Complex data transformations might necessitate JavaScript code blocks.
- Real-time synchronization depends on the polling interval configured.
