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How to connect Harvest and Podio
Create a New Scenario to Connect Harvest and Podio
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 Podio will be your first step. To do this, click "Choose an app," find Harvest or Podio, 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 Podio Node
Next, click the plus (+) icon on the Harvest node, select Podio from the list of available apps, and choose the action you need from the list of nodes within Podio.
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Authenticate Podio
Now, click the Podio node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Podio settings. Authentication allows you to use Podio through Latenode.
Configure the Harvest and Podio 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 Podio 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, Podio, 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 Podio integration works as expected. Depending on your setup, data should flow between Harvest and Podio (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 Podio
Harvest + Podio + Slack: When a Harvest project is created, it updates the corresponding Podio project. After that, the team receives a notification in a Slack channel.
Podio + Harvest + Google Calendar: When a new project is created in Podio, a corresponding project is created in Harvest, and the deadline is added to Google Calendar.
Harvest and Podio 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 Podio
Sync Podio project data to other apps, automate task creation based on triggers, or generate reports using Latenode’s visual builder. Bypass Podio's limitations with custom JavaScript functions, AI integrations, and flexible data transformations. Automate your workflows without complex code and scale efficiently with Latenode.
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See how Latenode works
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FAQ Harvest and Podio
How can I connect my Harvest account to Podio using Latenode?
To connect your Harvest account to Podio 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 Podio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Podio items from new Harvest invoices?
Yes, you can! Latenode enables this via a visual workflow. Automate project tracking and streamline your financial data with instant updates to Podio.
What types of tasks can I perform by integrating Harvest with Podio?
Integrating Harvest with Podio allows you to perform various tasks, including:
- Create Podio items for new Harvest projects automatically.
- Update Podio tasks when time entries are logged in Harvest.
- Generate Harvest invoices from completed Podio projects.
- Sync client information between Harvest and Podio workspaces.
- Send notifications when Harvest invoices are overdue via Podio.
HowsecureisconnectingHarvesttoPodioonLatenode?
Latenode uses secure authentication protocols. Your Harvest and Podio credentials are encrypted and never stored, ensuring the safety of your data.
Are there any limitations to the Harvest and Podio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript coding.
- Real-time sync depends on the API limits of Harvest and Podio.
- Attachments from Harvest are not directly transferred to Podio.
