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How to connect Harvest and Streak
Create a New Scenario to Connect Harvest and Streak
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 Streak will be your first step. To do this, click "Choose an app," find Harvest or Streak, 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 Streak Node
Next, click the plus (+) icon on the Harvest node, select Streak from the list of available apps, and choose the action you need from the list of nodes within Streak.
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Authenticate Streak
Now, click the Streak node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Streak settings. Authentication allows you to use Streak through Latenode.
Configure the Harvest and Streak 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 Streak 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, Streak, 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 Streak integration works as expected. Depending on your setup, data should flow between Harvest and Streak (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 Streak
Streak + Harvest + Slack: When a deal's stage changes in Streak, the automation retrieves the total time tracked for that deal in Harvest and sends a summary of the deal and time tracked to a designated Slack channel for project updates.
Streak + Harvest + Google Sheets: When a deal closes in Streak, the automation creates a new row in Google Sheets. The row includes information about the deal from Streak, as well as the associated total time entries from Harvest linked to that deal.
Harvest and Streak 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 Streak
Use Streak in Latenode to automate sales pipeline tasks. Automatically update deals, trigger follow-ups, or sync data with other apps when stages change. Integrate Streak with your marketing automation or billing systems using Latenode's visual builder, custom code, and affordable execution-based pricing. No per-step fees, full API control.
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See how Latenode works
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FAQ Harvest and Streak
How can I connect my Harvest account to Streak using Latenode?
To connect your Harvest account to Streak 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 Streak accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Streak deals with Harvest time entries?
Yes, you can! Latenode's visual editor simplifies this, ensuring your sales pipeline reflects the latest project time without manual updates. Scale as needed with built-in concurrency.
What types of tasks can I perform by integrating Harvest with Streak?
Integrating Harvest with Streak allows you to perform various tasks, including:
- Create new Streak boxes when new Harvest projects are created.
- Update Streak box details with summarized Harvest project time.
- Send Slack notifications for overdue Harvest invoices linked to Streak deals.
- Automatically log Harvest time entries based on Streak stage changes.
- Generate invoices in Harvest for won Streak deals automatically.
HowdodoItriggerworkflowsbasedonHarvestnewtimeentryeventsinLatenode?
Use the "New Time Entry" trigger in Latenode. It monitors Harvest for new entries and automatically starts your defined workflows, connecting to Streak seamlessly.
Are there any limitations to the Harvest and Streak integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration isn't supported directly; only new events trigger workflows.
- Complex data transformations might require JavaScript code blocks for advanced formatting.
- Rate limits imposed by Harvest and Streak APIs can affect high-volume workflows.
