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How to connect Harvest and Signnow
Create a New Scenario to Connect Harvest and Signnow
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 Signnow will be your first step. To do this, click "Choose an app," find Harvest or Signnow, 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 Signnow Node
Next, click the plus (+) icon on the Harvest node, select Signnow from the list of available apps, and choose the action you need from the list of nodes within Signnow.
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Authenticate Signnow
Now, click the Signnow node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Signnow settings. Authentication allows you to use Signnow through Latenode.
Configure the Harvest and Signnow 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 Signnow 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, Signnow, 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 Signnow integration works as expected. Depending on your setup, data should flow between Harvest and Signnow (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 Signnow
Harvest + Signnow + Slack: When a new time entry is created in Harvest, a contract is sent via Signnow. The team receives a notification in Slack once the document has a new event.
Signnow + Harvest + Quickbooks: When a new event occurs in SignNow, a project is created in Harvest and a new invoice is created in Quickbooks.
Harvest and Signnow 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 Signnow
Automate document signing with Signnow in Latenode. Request signatures automatically when specific events occur in your other apps. Streamline contract workflows and approvals without manual intervention. Latenode provides the flexible logic and integrations Signnow lacks, automating end-to-end processes with AI and custom scripts.
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See how Latenode works
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FAQ Harvest and Signnow
How can I connect my Harvest account to Signnow using Latenode?
To connect your Harvest account to Signnow 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 Signnow accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically send signed timesheets to Harvest?
Yes, you can! Latenode lets you automate this, triggering updates in Harvest immediately after a timesheet is signed in Signnow, eliminating manual data entry with our visual flow builder.
What types of tasks can I perform by integrating Harvest with Signnow?
Integrating Harvest with Signnow allows you to perform various tasks, including:
- Automatically sending invoices for signed contracts.
- Creating Harvest projects upon document signature.
- Updating time entries based on signed timesheets.
- Generating client reports combining time and signature data.
- Triggering payment reminders after contract completion.
Can I use JavaScript to transform data between Harvest and Signnow?
Yes! Latenode allows you to use JavaScript code blocks to customize and transform data, giving you ultimate control over your workflows.
Are there any limitations to the Harvest and Signnow integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- File size limits may apply when transferring documents.
- Certain advanced Signnow features may not be directly supported.
- Complex data transformations might require JavaScript knowledge.
