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How to connect Harvest and Process Street
Create a New Scenario to Connect Harvest and Process Street
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 Process Street will be your first step. To do this, click "Choose an app," find Harvest or Process Street, 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 Process Street Node
Next, click the plus (+) icon on the Harvest node, select Process Street from the list of available apps, and choose the action you need from the list of nodes within Process Street.
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Authenticate Process Street
Now, click the Process Street node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Process Street settings. Authentication allows you to use Process Street through Latenode.
Configure the Harvest and Process Street 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 Process Street 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Harvest, Process Street, 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 Process Street integration works as expected. Depending on your setup, data should flow between Harvest and Process Street (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 Process Street
Harvest + Process Street + Slack: When a project is created in Harvest, a workflow run is initiated in Process Street for project review. Upon completion of the workflow run, a notification is sent to the project manager in Slack.
Process Street + Harvest + Google Sheets: When a workflow run is completed in Process Street, a time entry is created in Harvest and a row is added to a Google Sheet to track completed workflow runs.
Harvest and Process Street 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 Process Street
Use Process Street in Latenode to run repeatable tasks like onboarding or reports as part of larger workflows. Automatically trigger actions in other apps (CRM, databases) when checklist items are completed, keeping processes moving. This avoids manual updates and ensures audit trails, all at Latenode's execution-based pricing.
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FAQ Harvest and Process Street
How can I connect my Harvest account to Process Street using Latenode?
To connect your Harvest account to Process Street 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 Process Street accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Process Street checklists upon new Harvest invoices?
Yes, trigger checklists in Process Street for each new invoice in Harvest. Latenode's visual editor simplifies workflow creation, ensuring accurate tracking and faster project management.
What types of tasks can I perform by integrating Harvest with Process Street?
Integrating Harvest with Process Street allows you to perform various tasks, including:
- Automatically creating Process Street tasks for new Harvest projects.
- Updating Process Street checklists with Harvest time entries.
- Generating Harvest invoices upon Process Street checklist completion.
- Sending notifications in Process Street when Harvest projects are overdue.
- Creating Harvest project budgets based on Process Street task estimates.
How do I handle complex data transformations between Harvest and Process Street?
Latenode provides built-in data transformation tools and JavaScript blocks to handle any data format, ensuring seamless integration of Harvest and Process Street.
Are there any limitations to the Harvest and Process Street integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration might require custom scripting.
- Very complex Process Street workflows may need optimization for performance.
- Some advanced Harvest reporting features may not be directly available.
