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How to connect Harvest and Softr
Create a New Scenario to Connect Harvest and Softr
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 Softr will be your first step. To do this, click "Choose an app," find Harvest or Softr, 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 Softr Node
Next, click the plus (+) icon on the Harvest node, select Softr from the list of available apps, and choose the action you need from the list of nodes within Softr.
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Authenticate Softr
Now, click the Softr node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Softr settings. Authentication allows you to use Softr through Latenode.
Configure the Harvest and Softr 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 Softr 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, Softr, 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 Softr integration works as expected. Depending on your setup, data should flow between Harvest and Softr (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 Softr
Harvest + Slack: When a new time entry is created in Harvest, check if the project's total time exceeds a predefined budget. If the budget is exceeded, send a notification to a designated Slack channel.
Softr + Harvest + Google Sheets: When a new row is added in Softr, create a new project in Harvest and log the submission details in a Google Sheet.
Harvest and Softr 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 Softr
Use Softr in Latenode to build custom web apps and client portals, then automate data flow between them and your backend. Update Softr content via Latenode workflows triggered by external events or scheduled tasks. Simplify app deployment and maintenance; connect it to other services for a seamless user experience.
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See how Latenode works
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FAQ Harvest and Softr
How can I connect my Harvest account to Softr using Latenode?
To connect your Harvest account to Softr 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 Softr accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Softr content with Harvest data?
Yes, you can! Latenode's visual editor and JavaScript blocks let you trigger updates to Softr based on new time entries in Harvest, ensuring your reports are always up-to-date and accurate, saving you time and effort.
What types of tasks can I perform by integrating Harvest with Softr?
Integrating Harvest with Softr allows you to perform various tasks, including:
- Automatically adding new Harvest clients to a Softr database.
- Displaying project time tracking summaries in a Softr portal.
- Triggering Softr notifications for overdue Harvest invoices.
- Creating Softr records for new Harvest projects.
- Updating Softr user profiles with Harvest time data.
How secure is connecting Harvest to Latenode for automation?
Latenode uses secure authentication and encryption methods to protect your Harvest data, ensuring your automation workflows are both reliable and secure.
Are there any limitations to the Harvest and Softr integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require custom JavaScript code.
- Rate limits from Harvest and Softr may affect high-volume workflows.
- Real-time updates depend on the polling interval set in Latenode.
