.svg){kind=icon}
How to connect Harvest and Paperform
Create a New Scenario to Connect Harvest and Paperform
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 Paperform will be your first step. To do this, click "Choose an app," find Harvest or Paperform, 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.
+
1
Harvest
Add the Paperform Node
Next, click the plus (+) icon on the Harvest node, select Paperform from the list of available apps, and choose the action you need from the list of nodes within Paperform.
1
Harvest
⚙
+
2
Paperform
Authenticate Paperform
Now, click the Paperform node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Paperform settings. Authentication allows you to use Paperform through Latenode.
Configure the Harvest and Paperform 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 Paperform 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.
5
JavaScript
⚙
6
AI Anthropic Claude 3
⚙
+
7
Paperform
1
Trigger on Webhook
⚙
2
Harvest
⚙
⚙
3
Iterator
⚙
+
4
Webhook response
Save and Activate the Scenario
After configuring Harvest, Paperform, 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 Paperform integration works as expected. Depending on your setup, data should flow between Harvest and Paperform (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 Paperform
Paperform + Harvest + QuickBooks: When a new timesheet is submitted via Paperform, create a corresponding time entry in Harvest. Then, automatically create an invoice in QuickBooks based on the Harvest time entry.
Paperform + Harvest + Slack: When a project form is submitted in Paperform, create a new project in Harvest. Then, send a notification to a specified Slack channel to alert the team about the new project.
Harvest and Paperform 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.
Related categories
About Paperform
Automate form data handling with Paperform and Latenode. Collect responses and trigger follow-up actions: add leads to your CRM, create tasks in project management tools, or generate personalized documents. Latenode lets you process Paperform submissions with flexible logic, AI, and direct API integrations to scale your workflows without code.
Similar apps
Related categories
See how Latenode works
.svg)
.png)
FAQ Harvest and Paperform
How can I connect my Harvest account to Paperform using Latenode?
To connect your Harvest account to Paperform 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 Paperform accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate invoice creation after form submission?
Yes, you can! With Latenode, automatically generate Harvest invoices upon Paperform submissions, streamlining billing and saving time. Extend functionality further with JavaScript blocks.
What types of tasks can I perform by integrating Harvest with Paperform?
Integrating Harvest with Paperform allows you to perform various tasks, including:
- Automatically create Harvest projects from new Paperform submissions.
- Update Harvest client details based on Paperform responses.
- Send customized invoice reminders via Paperform after a Harvest invoice is created.
- Log billable hours in Harvest when a Paperform is submitted.
- Generate detailed reports combining Harvest data and Paperform analytics.
How secure is my Harvest data when using Latenode integrations?
Latenode uses secure authentication and encryption methods to protect your Harvest data. You control the permissions granted to each integration.
Are there any limitations to the Harvest and Paperform integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom field mappings in Harvest might require JavaScript coding.
- Rate limits of Harvest and Paperform APIs may affect high-volume workflows.
- Real-time synchronization depends on the API availability of both platforms.
