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How to connect Harvest and Smartsheet
Create a New Scenario to Connect Harvest and Smartsheet
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 Smartsheet will be your first step. To do this, click "Choose an app," find Harvest or Smartsheet, 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 Smartsheet Node
Next, click the plus (+) icon on the Harvest node, select Smartsheet from the list of available apps, and choose the action you need from the list of nodes within Smartsheet.
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Authenticate Smartsheet
Now, click the Smartsheet node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Smartsheet settings. Authentication allows you to use Smartsheet through Latenode.
Configure the Harvest and Smartsheet 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 Smartsheet 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, Smartsheet, 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 Smartsheet integration works as expected. Depending on your setup, data should flow between Harvest and Smartsheet (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 Smartsheet
Harvest + Smartsheet + Slack: When a project in Harvest reaches its budget limit, a new row is automatically created in Smartsheet to track the overage. A notification is then sent to a designated Slack channel to alert the team.
Smartsheet + Harvest + Google Calendar: When a new row is added to Smartsheet, a corresponding time entry is created in Harvest to track work on the task. This time entry is then added as an event to Google Calendar for scheduling and reminders.
Harvest and Smartsheet 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 Smartsheet
Use Smartsheet in Latenode to automate project tracking and data collection. Update sheets from any trigger, like form submissions or database changes. Automate reporting by sending data to other apps and skip manual updates. Low-code tools and JS nodes add custom logic for advanced workflow control.
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See how Latenode works
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FAQ Harvest and Smartsheet
How can I connect my Harvest account to Smartsheet using Latenode?
To connect your Harvest account to Smartsheet 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 Smartsheet accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Smartsheet with Harvest time entries?
Yes, with Latenode you can automate this! This integration eliminates manual data entry, keeping your project timelines accurate and up-to-date by instantly reflecting logged time.
What types of tasks can I perform by integrating Harvest with Smartsheet?
Integrating Harvest with Smartsheet allows you to perform various tasks, including:
- Create Smartsheet rows for new Harvest projects.
- Update Smartsheet tasks based on Harvest time entries.
- Sync Harvest clients with Smartsheet contact lists.
- Generate Smartsheet reports based on Harvest data.
- Automatically trigger Smartsheet alerts for budget overruns tracked in Harvest.
CanIuseJavaScripttomanipulateHarvestdatawithinLatenode?
Yes! Latenode allows you to use JavaScript blocks to transform and enrich Harvest data before sending it to Smartsheet for custom reporting and analysis.
Are there any limitations to the Harvest and Smartsheet integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require JavaScript knowledge.
- Real-time synchronization depends on the API limits of Harvest and Smartsheet.
- Historical data migration may need additional configuration.
