.svg){kind=icon}
How to connect Harvest and pdfFiller
Create a New Scenario to Connect Harvest and pdfFiller
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 pdfFiller will be your first step. To do this, click "Choose an app," find Harvest or pdfFiller, 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 pdfFiller Node
Next, click the plus (+) icon on the Harvest node, select pdfFiller from the list of available apps, and choose the action you need from the list of nodes within pdfFiller.
1
Harvest
⚙
+
2
pdfFiller
Authenticate pdfFiller
Now, click the pdfFiller node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your pdfFiller settings. Authentication allows you to use pdfFiller through Latenode.
Configure the Harvest and pdfFiller 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 pdfFiller 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
pdfFiller
1
Trigger on Webhook
⚙
2
Harvest
⚙
⚙
3
Iterator
⚙
+
4
Webhook response
Save and Activate the Scenario
After configuring Harvest, pdfFiller, 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 pdfFiller integration works as expected. Depending on your setup, data should flow between Harvest and pdfFiller (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 pdfFiller
Harvest + pdfFiller + Slack: When a Harvest invoice is paid, a receipt is automatically generated in pdfFiller using a predefined template, and a notification is sent to the finance team on Slack.
pdfFiller + Harvest + Google Sheets: When a new filled form is received in pdfFiller, relevant invoice details are logged in Harvest, and a new row is added to a Google Sheet to record the transaction.
Harvest and pdfFiller 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 pdfFiller
Automate PDF workflows with pdfFiller in Latenode. Fill, sign, and edit PDFs automatically as part of larger processes. Need to pre-fill contracts from a database, route signed documents to storage, or update records based on PDF content? Integrate pdfFiller into Latenode for scalable, no-code automation without per-step fees, and add custom logic if needed.
Related categories
See how Latenode works
.svg)
.png)
FAQ Harvest and pdfFiller
How can I connect my Harvest account to pdfFiller using Latenode?
To connect your Harvest account to pdfFiller 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 pdfFiller accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically generate invoices from Harvest data in pdfFiller?
Yes, you can! Latenode's visual editor lets you map Harvest time entries to pdfFiller templates, automating invoice creation. Save time and ensure accuracy effortlessly.
What types of tasks can I perform by integrating Harvest with pdfFiller?
Integrating Harvest with pdfFiller allows you to perform various tasks, including:
- Automatically generate contracts from Harvest project details.
- Create and populate invoices based on tracked time in Harvest.
- Archive completed project data from Harvest into pdfFiller.
- Send customized pdfFiller documents to clients tracked in Harvest.
- Update client information in pdfFiller from Harvest project updates.
Can I trigger pdfFiller actions based on new time entries in Harvest?
Yes! Latenode allows you to set triggers based on Harvest events, like new time entries, to automatically initiate actions in pdfFiller.
Are there any limitations to the Harvest and pdfFiller integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex pdfFiller templates might require advanced configuration.
- Very high volumes of Harvest data could impact processing time.
- Real-time updates depend on the polling interval of the Harvest API.
