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How to connect Harvest and SendFox
Create a New Scenario to Connect Harvest and SendFox
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 SendFox will be your first step. To do this, click "Choose an app," find Harvest or SendFox, 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 SendFox Node
Next, click the plus (+) icon on the Harvest node, select SendFox from the list of available apps, and choose the action you need from the list of nodes within SendFox.
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Authenticate SendFox
Now, click the SendFox node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your SendFox settings. Authentication allows you to use SendFox through Latenode.
Configure the Harvest and SendFox 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 SendFox 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, SendFox, 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 SendFox integration works as expected. Depending on your setup, data should flow between Harvest and SendFox (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 SendFox
Harvest + SendFox + Slack: When a new time entry is logged in Harvest, the client associated with that time entry is added to a specified list in SendFox. Then, a summary of the time entry is sent to a designated Slack channel.
SendFox + Harvest + Google Sheets: When a new contact subscribes in SendFox, a follow-up task is created in Harvest and the contact's information is added as a new row in Google Sheets for tracking.
Harvest and SendFox 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 SendFox
Use SendFox in Latenode to automate email marketing tasks within broader workflows. Trigger campaigns based on events in other apps, like new customer sign-ups or order updates. Latenode lets you filter and format data before it reaches SendFox, ensuring targeted and personalized email communication without manual data entry. Scale email processes with no-code ease.
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See how Latenode works
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FAQ Harvest and SendFox
How can I connect my Harvest account to SendFox using Latenode?
To connect your Harvest account to SendFox 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 SendFox accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically send invoices to new SendFox subscribers?
Yes, you can! Latenode allows you to create a workflow that automatically sends Harvest invoices to new subscribers in SendFox, saving you time and ensuring prompt billing.
What types of tasks can I perform by integrating Harvest with SendFox?
Integrating Harvest with SendFox allows you to perform various tasks, including:
- Adding new Harvest clients as SendFox subscribers.
- Sending customized thank-you emails for new Harvest payments.
- Updating SendFox subscriber information based on Harvest data.
- Triggering email campaigns based on Harvest project completion.
- Creating automated reports combining Harvest and SendFox data.
Can I use JavaScript to transform Harvest data before sending it to SendFox?
Yes! Latenode provides full JavaScript support, allowing complex data transformations for customized SendFox email content.
Are there any limitations to the Harvest and SendFox integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration requires manual setup.
- Complex calculations may require JavaScript coding.
- Attachment support in SendFox emails is subject to SendFox limits.
