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How to connect Harvest and Sendy
Create a New Scenario to Connect Harvest and Sendy
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 Sendy will be your first step. To do this, click "Choose an app," find Harvest or Sendy, 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 Sendy Node
Next, click the plus (+) icon on the Harvest node, select Sendy from the list of available apps, and choose the action you need from the list of nodes within Sendy.
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Authenticate Sendy
Now, click the Sendy node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Sendy settings. Authentication allows you to use Sendy through Latenode.
Configure the Harvest and Sendy 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 Sendy 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, Sendy, 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 Sendy integration works as expected. Depending on your setup, data should flow between Harvest and Sendy (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 Sendy
Harvest + Sendy + Slack: When a new project is created in Harvest, the client associated with that project is added to a mailing list in Sendy, and a notification is sent to a designated Slack channel.
Sendy + Harvest + Google Sheets: When a campaign is created in Sendy, project time entries from Harvest are retrieved and added to a Google Sheet for ROI analysis.
Harvest and Sendy 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 Sendy
Use Sendy in Latenode to automate email campaigns without complex coding. Trigger campaigns based on events in other apps (CRM, e-commerce). Latenode lets you process data, filter recipients, and personalize emails with JavaScript or AI nodes before sending via Sendy. Scale outreach efficiently and track results within your workflows.
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See how Latenode works
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FAQ Harvest and Sendy
How can I connect my Harvest account to Sendy using Latenode?
To connect your Harvest account to Sendy 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 Sendy accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically add new Harvest clients to Sendy?
Yes, you can! Latenode allows instant synchronization of new Harvest clients to Sendy. Keep email lists updated automatically without manual exports, thanks to powerful no-code and JavaScript tools.
What types of tasks can I perform by integrating Harvest with Sendy?
Integrating Harvest with Sendy allows you to perform various tasks, including:
- Add new Harvest clients automatically to a specific Sendy list.
- Send customized welcome emails through Sendy upon client creation in Harvest.
- Update client details in Sendy whenever their information changes in Harvest.
- Trigger email campaigns in Sendy based on project milestones in Harvest.
- Segment Sendy lists based on client types tracked within Harvest.
Can I use JavaScript to transform Harvest data before sending?
Yes! Latenode enables advanced data transformation using JavaScript. Enrich and modify Harvest data for optimal Sendy email personalization.
Are there any limitations to the Harvest and Sendy integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom field mappings may require custom JavaScript coding.
- Rate limits imposed by Harvest and Sendy APIs still apply.
- Historical data synchronization might require manual setup and batch processing.
