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How to connect Harvest and RD Station
Create a New Scenario to Connect Harvest and RD Station
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 RD Station will be your first step. To do this, click "Choose an app," find Harvest or RD Station, 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 RD Station Node
Next, click the plus (+) icon on the Harvest node, select RD Station from the list of available apps, and choose the action you need from the list of nodes within RD Station.
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Authenticate RD Station
Now, click the RD Station node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your RD Station settings. Authentication allows you to use RD Station through Latenode.
Configure the Harvest and RD Station 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 RD Station 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, RD Station, 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 RD Station integration works as expected. Depending on your setup, data should flow between Harvest and RD Station (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 RD Station
Harvest + RD Station + Slack: When a new client is added in Harvest, their information is automatically logged as a new lead in RD Station. The sales team is then notified via a Slack channel message about the new lead.
RD Station + Harvest + Google Sheets: When a lead converts in RD Station, a new client is created in Harvest, and a row is added to a Google Sheet to track the conversion.
Harvest and RD Station 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 RD Station
Use RD Station in Latenode to automate marketing tasks. Update leads, trigger personalized emails, and track campaign performance, all inside automated workflows. Integrate RD Station data with other apps, enrich with AI, and build custom logic without code. Scale your marketing automation affordably and visually.
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See how Latenode works
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FAQ Harvest and RD Station
How can I connect my Harvest account to RD Station using Latenode?
To connect your Harvest account to RD Station 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 RD Station accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update RD Station leads with Harvest time entries?
Yes, you can! Latenode's visual editor simplifies this automation, ensuring your sales team always has up-to-date project time tracking insights on each lead, enhancing their outreach strategy.
What types of tasks can I perform by integrating Harvest with RD Station?
Integrating Harvest with RD Station allows you to perform various tasks, including:
- Create new RD Station leads from new Harvest clients.
- Update lead information in RD Station when projects start in Harvest.
- Send email campaigns when a Harvest project is completed.
- Segment RD Station leads based on Harvest project types.
- Trigger internal notifications for overdue Harvest invoices.
How can I trigger automations in Latenode based on Harvest data?
Latenode allows you to use Harvest data to trigger custom workflows. Leverage JavaScript blocks to handle edge cases and complex logic.
Are there any limitations to the Harvest and RD Station integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data import from Harvest to RD Station may require custom scripting.
- Complex data transformations might require JavaScript knowledge.
- Rate limits of Harvest and RD Station APIs may affect high-volume workflows.
