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How to connect Harvest and SOS Inventory
Create a New Scenario to Connect Harvest and SOS Inventory
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 SOS Inventory will be your first step. To do this, click "Choose an app," find Harvest or SOS Inventory, 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 SOS Inventory Node
Next, click the plus (+) icon on the Harvest node, select SOS Inventory from the list of available apps, and choose the action you need from the list of nodes within SOS Inventory.
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Authenticate SOS Inventory
Now, click the SOS Inventory node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your SOS Inventory settings. Authentication allows you to use SOS Inventory through Latenode.
Configure the Harvest and SOS Inventory 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 SOS Inventory 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, SOS Inventory, 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 SOS Inventory integration works as expected. Depending on your setup, data should flow between Harvest and SOS Inventory (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 SOS Inventory
Harvest + Slack + SOS Inventory: When a project's time exceeds the allocated budget in Harvest, a notification is sent via Slack to inventory managers, prompting them to review associated costs in SOS Inventory.
SOS Inventory + Harvest + QuickBooks: When stock levels reach a predefined threshold in SOS Inventory, a task is created in Harvest to reconcile the inventory data with QuickBooks.
Harvest and SOS Inventory 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 SOS Inventory
Sync SOS Inventory with Latenode to automate stock updates and order processing. Connect your inventory data to accounting, e-commerce, or shipping platforms. Build visual workflows to trigger actions based on inventory levels or sales data. Use no-code tools or custom scripts to tailor the flow, avoiding manual data entry and ensuring real-time accuracy.
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FAQ Harvest and SOS Inventory
How can I connect my Harvest account to SOS Inventory using Latenode?
To connect your Harvest account to SOS Inventory 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 SOS Inventory accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate inventory updates from Harvest time entries?
Yes, you can! Latenode's visual editor simplifies this, automatically updating SOS Inventory stock levels based on project time tracked in Harvest, ensuring accurate inventory management.
What types of tasks can I perform by integrating Harvest with SOS Inventory?
Integrating Harvest with SOS Inventory allows you to perform various tasks, including:
- Automatically update inventory levels based on time tracked to projects.
- Generate invoices in Harvest when stock reaches a predefined threshold.
- Create new SOS Inventory items when new projects are created in Harvest.
- Sync customer data between Harvest and SOS Inventory for accurate billing.
- Trigger reorder alerts in SOS Inventory based on Harvest project budget.
HowsecureistheHarvestintegrationonLatenodeplatform?
Latenode employs robust security measures, including encryption and secure authentication, ensuring safe data transfer between Harvest and SOS Inventory.
Are there any limitations to the Harvest and SOS Inventory integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom fields in Harvest may require JavaScript to map correctly.
- Real-time synchronization depends on the API rate limits of both services.
- Historical data migration might require custom scripting and batch processing.
