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How to connect Harvest and SendPulse
Create a New Scenario to Connect Harvest and SendPulse
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 SendPulse will be your first step. To do this, click "Choose an app," find Harvest or SendPulse, 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 SendPulse Node
Next, click the plus (+) icon on the Harvest node, select SendPulse from the list of available apps, and choose the action you need from the list of nodes within SendPulse.
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Authenticate SendPulse
Now, click the SendPulse node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your SendPulse settings. Authentication allows you to use SendPulse through Latenode.
Configure the Harvest and SendPulse 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 SendPulse 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, SendPulse, 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 SendPulse integration works as expected. Depending on your setup, data should flow between Harvest and SendPulse (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 SendPulse
Harvest + SendPulse + Slack: When a new project is created in Harvest, a new subscriber is added to a SendPulse mailing list, and a notification is sent to a Slack channel.
SendPulse + Harvest + Google Sheets: When a new subscriber is added to SendPulse, a new task is created in Harvest, and the subscriber's information is logged in Google Sheets.
Harvest and SendPulse 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 SendPulse
Use SendPulse in Latenode for automated email & SMS marketing. Trigger campaigns based on real-time events, segment contacts dynamically, and personalize messages using data from any app. Automate list cleaning and optimize send times in response to user behavior. Connect SendPulse to any data source for smarter, event-driven communication workflows.
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FAQ Harvest and SendPulse
How can I connect my Harvest account to SendPulse using Latenode?
To connect your Harvest account to SendPulse 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 SendPulse accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I send invoices to new clients via SendPulse?
Yes, you can! Latenode lets you automatically send Harvest invoices to new clients added in SendPulse, saving time and ensuring timely billing.
What types of tasks can I perform by integrating Harvest with SendPulse?
Integrating Harvest with SendPulse allows you to perform various tasks, including:
- Add new Harvest clients when they subscribe via SendPulse.
- Send customized thank you emails with Harvest invoice links.
- Update SendPulse contact properties based on Harvest project status.
- Create Harvest projects when a new deal closes in SendPulse.
- Trigger SendPulse SMS reminders for upcoming Harvest invoice due dates.
Can I filter Harvest data based on custom conditions in Latenode?
Yes, Latenode allows complex filtering of Harvest data using JavaScript and AI, creating highly customized automation flows based on specific needs.
Are there any limitations to the Harvest and SendPulse integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration between Harvest and SendPulse may require manual import.
- Advanced SendPulse segmentation options may require custom JavaScript coding.
- The number of tasks is limited by your Latenode plan.
