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How to connect Harvest and PDF.co
Create a New Scenario to Connect Harvest and PDF.co
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 PDF.co will be your first step. To do this, click "Choose an app," find Harvest or PDF.co, 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 PDF.co Node
Next, click the plus (+) icon on the Harvest node, select PDF.co from the list of available apps, and choose the action you need from the list of nodes within PDF.co.
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Authenticate PDF.co
Now, click the PDF.co node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your PDF.co settings. Authentication allows you to use PDF.co through Latenode.
Configure the Harvest and PDF.co 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 PDF.co 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, PDF.co, 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 PDF.co integration works as expected. Depending on your setup, data should flow between Harvest and PDF.co (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 PDF.co
Harvest + PDF.co + Google Drive: When a new invoice is created in Harvest, generate a PDF invoice using PDF.co, and then store the generated PDF in a specified Google Drive folder.
Harvest + PDF.co + Slack: When a new contract is processed, retrieve time entries from Harvest, convert them into a summary PDF using PDF.co, and then send the report to a designated Slack channel.
Harvest and PDF.co 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 PDF.co
Need to automate PDF tasks? Use PDF.co in Latenode to parse data, convert formats, and add signatures. Automate document processing workflows without code. Latenode’s visual editor and affordable pricing make it easy to build scalable solutions for invoices, reports, and more. Bypass manual work and centralize document automation.
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FAQ Harvest and PDF.co
How can I connect my Harvest account to PDF.co using Latenode?
To connect your Harvest account to PDF.co 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 PDF.co accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically generate invoices from Harvest time entries?
Yes, you can! Latenode allows seamless data transfer between Harvest and PDF.co, letting you create custom invoice generation workflows. Automate tasks and streamline document creation effortlessly.
What types of tasks can I perform by integrating Harvest with PDF.co?
Integrating Harvest with PDF.co allows you to perform various tasks, including:
- Automatically creating branded invoices from Harvest time tracking data.
- Converting Harvest reports into shareable, professional-looking PDF documents.
- Parsing data from PDF invoices and automatically updating project budgets in Harvest.
- Adding digital signatures to Harvest-generated contracts using PDF.co.
- Archiving Harvest project summaries as secure, searchable PDF files.
How does Latenode enhance Harvest automation?
Latenode enhances automation by adding advanced logic, AI steps, and JavaScript blocks to Harvest workflows, unlocking limitless possibilities beyond simple triggers.
Are there any limitations to the Harvest and PDF.co integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex PDF.co operations might require some familiarity with its API.
- Rate limits on both Harvest and PDF.co APIs can affect high-volume workflows.
- Custom PDF templates beyond basic functionality may need HTML/CSS knowledge.
