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How to connect Harvest and Postmark
Create a New Scenario to Connect Harvest and Postmark
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 Postmark will be your first step. To do this, click "Choose an app," find Harvest or Postmark, 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 Postmark Node
Next, click the plus (+) icon on the Harvest node, select Postmark from the list of available apps, and choose the action you need from the list of nodes within Postmark.
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Authenticate Postmark
Now, click the Postmark node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Postmark settings. Authentication allows you to use Postmark through Latenode.
Configure the Harvest and Postmark 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 Postmark 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, Postmark, 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 Postmark integration works as expected. Depending on your setup, data should flow between Harvest and Postmark (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 Postmark
Harvest + Postmark + Slack: When a new invoice is created in Harvest, it's sent via Postmark. A notification is then sent to a Slack channel informing the team about the new invoice.
Postmark + Harvest + Google Sheets: When an email bounces in Postmark, this automation retrieves associated Harvest project data and logs the bounce information along with the project details in a Google Sheet.
Harvest and Postmark 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 Postmark
Use Postmark in Latenode to automate transactional emails. Connect events from your apps to trigger personalized messages, like order confirmations or password resets. Benefit from Postmark’s deliverability, plus Latenode's visual workflow builder and flexible logic to filter events and enrich email data, ensuring accurate and timely communication.
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FAQ Harvest and Postmark
How can I connect my Harvest account to Postmark using Latenode?
To connect your Harvest account to Postmark 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 Postmark accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I send client invoice reminders via email?
Yes, you can! Latenode allows you to trigger Postmark emails based on Harvest invoice data. Automate reminders, improve cash flow, and save valuable time with customized email campaigns.
What types of tasks can I perform by integrating Harvest with Postmark?
Integrating Harvest with Postmark allows you to perform various tasks, including:
- Sending email notifications for new Harvest projects.
- Automatically emailing invoices to clients via Postmark.
- Creating custom reports based on Harvest time tracking and sending them via email.
- Triggering Postmark emails when Harvest projects reach certain milestones.
- Notifying team members of new Harvest time entries via email.
How can I filter Harvest data before sending emails?
Latenode offers advanced filtering via JavaScript or AI blocks. Process only relevant Harvest data before automating email flows in Postmark, saving time and resources.
Are there any limitations to the Harvest and Postmark integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require JavaScript knowledge.
- Rate limits of Harvest and Postmark APIs apply.
- Initial setup requires understanding of Harvest and Postmark data structures.
