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How to connect Harvest and PDFMonkey
Create a New Scenario to Connect Harvest and PDFMonkey
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 PDFMonkey will be your first step. To do this, click "Choose an app," find Harvest or PDFMonkey, 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 PDFMonkey Node
Next, click the plus (+) icon on the Harvest node, select PDFMonkey from the list of available apps, and choose the action you need from the list of nodes within PDFMonkey.
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Authenticate PDFMonkey
Now, click the PDFMonkey node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your PDFMonkey settings. Authentication allows you to use PDFMonkey through Latenode.
Configure the Harvest and PDFMonkey 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 PDFMonkey 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, PDFMonkey, 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 PDFMonkey integration works as expected. Depending on your setup, data should flow between Harvest and PDFMonkey (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 PDFMonkey
Harvest + PDFMonkey + Google Drive: When a new invoice is created in Harvest, generate a PDF invoice using PDFMonkey, and then save the generated document to a specified folder in Google Drive.
Harvest + PDFMonkey + QuickBooks: When a new time entry is created in Harvest, generate an invoice using PDFMonkey, and then create an invoice record in QuickBooks.
Harvest and PDFMonkey 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 PDFMonkey
Use PDFMonkey in Latenode to automate document creation from templates. Populate PDFs with data from any app (CRM, database, etc.) via API. Latenode lets you trigger PDF generation based on events, archive documents, and send them automatically. Simplify reporting and document workflows with no-code or custom code.
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See how Latenode works
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FAQ Harvest and PDFMonkey
How can I connect my Harvest account to PDFMonkey using Latenode?
To connect your Harvest account to PDFMonkey 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 PDFMonkey 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's visual editor makes it easy to automatically generate styled PDF invoices using your Harvest data and PDFMonkey templates, saving time and reducing errors.
What types of tasks can I perform by integrating Harvest with PDFMonkey?
Integrating Harvest with PDFMonkey allows you to perform various tasks, including:
- Automatically generate invoices when a project is completed in Harvest.
- Create detailed reports of billable hours from Harvest and store them as PDFs.
- Generate contracts for new clients using Harvest data and PDFMonkey templates.
- Archive approved timesheets from Harvest as searchable PDF documents.
- Dynamically populate PDF forms with Harvest data for expense reports.
What Harvest triggers are available within Latenode workflows?
Latenode supports Harvest triggers like new time entry, new expense, and new invoice. Use these to start automated workflows.
Are there any limitations to the Harvest and PDFMonkey integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex PDFMonkey templates may require advanced configuration in Latenode.
- Harvest API rate limits may affect the frequency of data retrieval.
- Custom fonts need to be correctly configured in PDFMonkey for accurate rendering.
