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How to connect Harvest and Pipefy
Create a New Scenario to Connect Harvest and Pipefy
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 Pipefy will be your first step. To do this, click "Choose an app," find Harvest or Pipefy, 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 Pipefy Node
Next, click the plus (+) icon on the Harvest node, select Pipefy from the list of available apps, and choose the action you need from the list of nodes within Pipefy.
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Authenticate Pipefy
Now, click the Pipefy node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Pipefy settings. Authentication allows you to use Pipefy through Latenode.
Configure the Harvest and Pipefy 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 Pipefy 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, Pipefy, 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 Pipefy integration works as expected. Depending on your setup, data should flow between Harvest and Pipefy (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 Pipefy
Harvest + Pipefy + Slack: When a new time entry is created in Harvest, the corresponding card in Pipefy is updated with the time spent, and a summary is sent to a designated Slack channel.
Pipefy + Harvest + Google Calendar: When a card reaches the 'Done' phase in Pipefy, a time entry is automatically created in Harvest, and a follow-up meeting is scheduled in Google Calendar.
Harvest and Pipefy 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 Pipefy
Orchestrate Pipefy process management inside Latenode for end-to-end automation. Trigger flows on card changes, create new cards from external data, and sync Pipefy data with other apps. Bypass manual updates and build complex workflows using visual tools, code, or AI — without step limits or vendor lock-in.
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See how Latenode works
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FAQ Harvest and Pipefy
How can I connect my Harvest account to Pipefy using Latenode?
To connect your Harvest account to Pipefy 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 Pipefy accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Pipefy cards from Harvest time entries?
Yes, you can! Latenode lets you automate card creation in Pipefy based on Harvest time entries. This ensures seamless project tracking and efficient task management, all without manual data entry.
What types of tasks can I perform by integrating Harvest with Pipefy?
Integrating Harvest with Pipefy allows you to perform various tasks, including:
- Create Pipefy cards for new Harvest projects.
- Update Pipefy cards when time is logged in Harvest.
- Send Harvest invoice details to Pipefy for approval.
- Track Harvest time entries against Pipefy project phases.
- Generate reports in Pipefy based on Harvest time data.
HowsecureismyHarvestdatatransferredthroughLatenode?
Latenode uses secure protocols to transfer data between Harvest and Pipefy. Your data is encrypted, and we follow industry best practices for data privacy and security.
Are there any limitations to the Harvest and Pipefy integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration requires a custom workflow.
- Complex custom fields in Pipefy may require JavaScript for mapping.
- Rate limits of the Harvest and Pipefy APIs can impact performance.
