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How to connect Harvest and Salesmate
Create a New Scenario to Connect Harvest and Salesmate
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 Salesmate will be your first step. To do this, click "Choose an app," find Harvest or Salesmate, 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 Salesmate Node
Next, click the plus (+) icon on the Harvest node, select Salesmate from the list of available apps, and choose the action you need from the list of nodes within Salesmate.
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Authenticate Salesmate
Now, click the Salesmate node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Salesmate settings. Authentication allows you to use Salesmate through Latenode.
Configure the Harvest and Salesmate 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 Salesmate 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, Salesmate, 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 Salesmate integration works as expected. Depending on your setup, data should flow between Harvest and Salesmate (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 Salesmate
Harvest + Salesmate + Slack: When a project is completed in Harvest, automatically update the client record in Salesmate and notify the sales team in Slack.
Salesmate + Harvest + QuickBooks: When a deal closes in Salesmate, create a project in Harvest and a matching invoice in QuickBooks.
Harvest and Salesmate 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 Salesmate
Automate Salesmate tasks within Latenode to streamline sales processes. Trigger actions like lead creation or deal updates based on events in other apps. Connect Salesmate to your marketing stack, enrich data, and manage follow-ups using visual workflows and custom logic, avoiding manual data entry. Scale your sales automation without code, paying only for execution time.
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See how Latenode works
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FAQ Harvest and Salesmate
How can I connect my Harvest account to Salesmate using Latenode?
To connect your Harvest account to Salesmate 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 Salesmate accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Salesmate deals from Harvest invoices?
Yes, you can! Latenode's flexible workflows enable automatic deal creation in Salesmate based on new Harvest invoices, saving you time and improving sales tracking accuracy.
What types of tasks can I perform by integrating Harvest with Salesmate?
Integrating Harvest with Salesmate allows you to perform various tasks, including:
- Create new Salesmate contacts from new Harvest clients.
- Update Salesmate deal stages based on Harvest invoice payment status.
- Generate Harvest invoices from won Salesmate deals.
- Sync project details between Harvest and Salesmate.
- Receive notifications in Salesmate for overdue Harvest invoices.
Can I use JavaScript code to transform Harvest data?
Yes! Latenode's JavaScript blocks allow you to transform Harvest data before sending it to Salesmate for tailored automation workflows.
Are there any limitations to the Harvest and Salesmate integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration may require manual setup.
- Complex custom field mappings might need JavaScript transformations.
- Rate limits on the Harvest and Salesmate APIs can affect high-volume workflows.
