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How to connect Harvest and Sendgrid
Create a New Scenario to Connect Harvest and Sendgrid
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 Sendgrid will be your first step. To do this, click "Choose an app," find Harvest or Sendgrid, 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 Sendgrid Node
Next, click the plus (+) icon on the Harvest node, select Sendgrid from the list of available apps, and choose the action you need from the list of nodes within Sendgrid.
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Authenticate Sendgrid
Now, click the Sendgrid node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Sendgrid settings. Authentication allows you to use Sendgrid through Latenode.
Configure the Harvest and Sendgrid 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 Sendgrid 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, Sendgrid, 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 Sendgrid integration works as expected. Depending on your setup, data should flow between Harvest and Sendgrid (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 Sendgrid
Harvest + Sendgrid + Google Sheets: When a new time entry is created in Harvest, an email report containing the time entry details is sent via Sendgrid, and the time entry data is logged to a Google Sheet for analysis.
Sendgrid + Harvest + Slack: When a new invoice is created in Harvest, an invoice reminder is sent via Sendgrid. If the invoice is not paid after 7 days, a follow-up task is created in Harvest and the team is notified in Slack.
Harvest and Sendgrid 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 Sendgrid
Use Sendgrid in Latenode to automate email sending within larger workflows. Trigger emails based on events in other apps, personalize content with data transformations, and track results. Latenode simplifies complex email automations without code and scales affordably, letting you focus on strategy, not limits.
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See how Latenode works
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FAQ Harvest and Sendgrid
How can I connect my Harvest account to Sendgrid using Latenode?
To connect your Harvest account to Sendgrid 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 Sendgrid accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I send client invoices via email using Harvest and Sendgrid?
Yes, you can! Latenode's visual editor makes it easy to automatically send invoices via Sendgrid when they're created in Harvest, saving time and improving client communication.
What types of tasks can I perform by integrating Harvest with Sendgrid?
Integrating Harvest with Sendgrid allows you to perform various tasks, including:
- Automatically send welcome emails to new clients tracked in Harvest.
- Receive alerts for overdue Harvest invoices via Sendgrid email.
- Create summary reports of Harvest time entries and email them.
- Send customized thank-you emails after project completion in Harvest.
- Email Harvest reports to stakeholders on a recurring schedule.
How does Latenode handle Harvest API rate limits effectively?
Latenode offers built-in queueing and error handling to manage Harvest's API limits, ensuring reliable automation even during peak usage.
Are there any limitations to the Harvest and Sendgrid integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Advanced Sendgrid email templates require HTML knowledge.
- Historical Harvest data migration requires custom scripting.
- File attachments are limited by Sendgrid's plan restrictions.
