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How to connect Harvest and Simplesat
Create a New Scenario to Connect Harvest and Simplesat
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 Simplesat will be your first step. To do this, click "Choose an app," find Harvest or Simplesat, 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 Simplesat Node
Next, click the plus (+) icon on the Harvest node, select Simplesat from the list of available apps, and choose the action you need from the list of nodes within Simplesat.
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Authenticate Simplesat
Now, click the Simplesat node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Simplesat settings. Authentication allows you to use Simplesat through Latenode.
Configure the Harvest and Simplesat 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 Simplesat 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, Simplesat, 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 Simplesat integration works as expected. Depending on your setup, data should flow between Harvest and Simplesat (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 Simplesat
Harvest + Simplesat + Slack: When a project is created in Harvest, a customer satisfaction survey is sent via Simplesat. Once a new answer is submitted in Simplesat, the results are shared in a Slack channel.
Simplesat + Harvest + Google Sheets: When a new answer is received in Simplesat, the response, along with associated Harvest project details, is added to a Google Sheet for analysis.
Harvest and Simplesat 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 Simplesat
Embed Simplesat in Latenode to automate feedback loops. Trigger surveys after key events in your workflows (e.g., support ticket close). Analyze responses, update systems, and alert teams based on satisfaction scores. Using Latenode, you ensure timely actions and reporting without manual checks.
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See how Latenode works
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FAQ Harvest and Simplesat
How can I connect my Harvest account to Simplesat using Latenode?
To connect your Harvest account to Simplesat 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 Simplesat accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate client feedback after invoicing?
Yes, you can! With Latenode, automatically trigger Simplesat surveys upon Harvest invoice payment. Get instant feedback to improve client satisfaction and streamline business processes.
What types of tasks can I perform by integrating Harvest with Simplesat?
Integrating Harvest with Simplesat allows you to perform various tasks, including:
- Create Simplesat surveys for new Harvest clients automatically.
- Send customized feedback requests based on Harvest project type.
- Update Harvest projects based on Simplesat satisfaction scores.
- Trigger alerts for negative feedback received in Simplesat.
- Analyze feedback trends correlated with Harvest billing data.
How do I handle errors when Harvest data is missing in Latenode?
Use Latenode’s conditional logic blocks to gracefully handle missing data. Set up fallback values or trigger error notifications easily.
Are there any limitations to the Harvest and Simplesat integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration from Harvest to Simplesat is not directly supported.
- Advanced Simplesat survey customization requires a paid Simplesat plan.
- Latenode usage limits apply based on your selected subscription tier.
