Harvest and Qwilr Integration

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Automatically create Qwilr proposals when new clients are added in Harvest, streamlining your sales process. Latenode's visual editor makes customization simple and affordable, especially for intricate, multi-step workflows.

Swap Apps

Harvest

Qwilr

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Harvest and Qwilr

Create a New Scenario to Connect Harvest and Qwilr

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 Qwilr will be your first step. To do this, click "Choose an app," find Harvest or Qwilr, 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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Harvest

Configure the Harvest

Click on the Harvest node to configure it. You can modify the Harvest URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Harvest

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Connect Harvest

Sign In

Run node once

Add the Qwilr Node

Next, click the plus (+) icon on the Harvest node, select Qwilr from the list of available apps, and choose the action you need from the list of nodes within Qwilr.

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Harvest

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Qwilr

Authenticate Qwilr

Now, click the Qwilr node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Qwilr settings. Authentication allows you to use Qwilr through Latenode.

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Harvest

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Qwilr

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Connect Qwilr

Sign In

Run node once

Configure the Harvest and Qwilr Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Qwilr

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Qwilr Oauth 2.0

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Select an action *

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The action ID

Run node once

Set Up the Harvest and Qwilr 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, Qwilr, 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 Qwilr integration works as expected. Depending on your setup, data should flow between Harvest and Qwilr (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 Qwilr

Qwilr + Harvest + Slack: When a Qwilr proposal is accepted, a new project is created in Harvest, and a notification is sent to a Slack channel to inform the team.

Qwilr + Harvest + Pipedrive: When a Qwilr proposal is accepted, a deal is created in Pipedrive. If the deal is won, a timer is started in Harvest to track billable time.

Harvest and Qwilr 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.

About Qwilr

Automate Qwilr quote creation inside Latenode workflows. Automatically generate Qwilr proposals when triggered by new CRM leads or form submissions. Send data to Qwilr, then use Latenode to track views, trigger follow-ups, and update your database—no manual data entry needed. Scale personalized sales flows with ease.

See how Latenode works

FAQ Harvest and Qwilr

How can I connect my Harvest account to Qwilr using Latenode?

To connect your Harvest account to Qwilr 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 Qwilr accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically create Qwilr proposals from new Harvest projects?

Yes, you can! Latenode allows you to trigger Qwilr proposal creation upon new Harvest projects. Automate sales workflows & save time without code.

What types of tasks can I perform by integrating Harvest with Qwilr?

Integrating Harvest with Qwilr allows you to perform various tasks, including:

  • Create Qwilr proposals when a new client is added in Harvest.
  • Update Qwilr proposal status when a Harvest project is marked as complete.
  • Send customized Qwilr proposals based on Harvest project budget.
  • Generate invoices in Harvest when a Qwilr proposal is accepted.
  • Track time spent on Qwilr proposal creation using Harvest time tracking.

How secure is connecting Harvest to Qwilr via Latenode?

Latenode uses secure authentication protocols and encryption to protect your Harvest and Qwilr data during integration and workflow execution.

Are there any limitations to the Harvest and Qwilr integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex Qwilr proposal structures may require custom JavaScript.
  • Harvest API rate limits can affect high-volume data transfers.
  • Real-time data synchronization depends on the respective APIs.

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