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How to connect Harvest and PandaDoc
Create a New Scenario to Connect Harvest and PandaDoc
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 PandaDoc will be your first step. To do this, click "Choose an app," find Harvest or PandaDoc, 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 PandaDoc Node
Next, click the plus (+) icon on the Harvest node, select PandaDoc from the list of available apps, and choose the action you need from the list of nodes within PandaDoc.
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Authenticate PandaDoc
Now, click the PandaDoc node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your PandaDoc settings. Authentication allows you to use PandaDoc through Latenode.
Configure the Harvest and PandaDoc 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 PandaDoc 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, PandaDoc, 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 PandaDoc integration works as expected. Depending on your setup, data should flow between Harvest and PandaDoc (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 PandaDoc
Harvest + PandaDoc + Slack: When a Harvest invoice is paid, a thank you note is created and sent via PandaDoc, and a notification is sent to a Slack channel.
PandaDoc + Harvest + QuickBooks: When a PandaDoc document status changes to signed, a project and invoice are created in Harvest, and the customer details are updated in QuickBooks.
Harvest and PandaDoc 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 PandaDoc
Automate document workflows with PandaDoc in Latenode. Generate, send, and track proposals/contracts without manual steps. Use Latenode to trigger PandaDoc actions from your CRM or database. Parse data, pre-fill templates, and update records when documents are signed – saving time and ensuring data accuracy across systems. Scales easily.
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See how Latenode works
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FAQ Harvest and PandaDoc
How can I connect my Harvest account to PandaDoc using Latenode?
To connect your Harvest account to PandaDoc 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 PandaDoc accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically generate PandaDoc contracts from Harvest time entries?
Yes, you can! Latenode’s visual editor makes it easy to trigger PandaDoc contract creation when new time entries are logged in Harvest, saving time and ensuring accurate billing.
What types of tasks can I perform by integrating Harvest with PandaDoc?
Integrating Harvest with PandaDoc allows you to perform various tasks, including:
- Automatically create PandaDoc invoices from Harvest time tracking data.
- Populate contract templates with Harvest project details for faster document creation.
- Send PandaDoc contracts to clients upon project completion in Harvest.
- Update Harvest projects with contract status changes from PandaDoc.
- Trigger automated billing reminders based on contract signing in PandaDoc.
How secure is my Harvest data when using Latenode integrations?
Latenode uses secure authentication protocols and encrypts data in transit to ensure the confidentiality and integrity of your Harvest data.
Are there any limitations to the Harvest and PandaDoc integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom fields in Harvest might require JavaScript for full data mapping.
- The number of PandaDoc documents created per month depends on your PandaDoc plan.
- Initial setup requires understanding of both Harvest and PandaDoc APIs for advanced workflows.
