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How to connect Harvest and Teamleader
Create a New Scenario to Connect Harvest and Teamleader
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 Teamleader will be your first step. To do this, click "Choose an app," find Harvest or Teamleader, 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 Teamleader Node
Next, click the plus (+) icon on the Harvest node, select Teamleader from the list of available apps, and choose the action you need from the list of nodes within Teamleader.
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Authenticate Teamleader
Now, click the Teamleader node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Teamleader settings. Authentication allows you to use Teamleader through Latenode.
Configure the Harvest and Teamleader 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 Teamleader 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, Teamleader, 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 Teamleader integration works as expected. Depending on your setup, data should flow between Harvest and Teamleader (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 Teamleader
Harvest + Teamleader + Slack: When a project is completed in Harvest, the automation updates the corresponding client information in Teamleader. Subsequently, a notification is sent to the project team in Slack to inform them of the completion.
Harvest + Teamleader + Google Sheets: This automation tracks time entries logged in Harvest and compares it against project budgets defined in Teamleader. The data, including time spent and budget status, is then logged into Google Sheets for reporting and analysis.
Harvest and Teamleader 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 Teamleader
Sync Teamleader with Latenode to automate sales & project workflows. Update deals, manage tasks, and trigger actions in other apps based on Teamleader events. Enrich data with AI, filter with JavaScript, and scale your processes visually, paying only for execution time. Connect Teamleader to your stack and streamline operations.
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See how Latenode works
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FAQ Harvest and Teamleader
How can I connect my Harvest account to Teamleader using Latenode?
To connect your Harvest account to Teamleader 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 Teamleader accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync project time from Harvest to Teamleader?
Yes, you can! Latenode's visual editor makes this easy. Automatically sync tracked time as billable hours, ensuring accurate project costing and streamlined invoicing.
What types of tasks can I perform by integrating Harvest with Teamleader?
Integrating Harvest with Teamleader allows you to perform various tasks, including:
- Automatically create Teamleader projects from new Harvest projects.
- Sync Harvest clients to Teamleader as new companies.
- Update Teamleader tasks with time tracked in Harvest.
- Trigger customized reports in Latenode based on Harvest time entries.
- Create invoices in Teamleader from Harvest time reports.
WhatHarvest-specificfeaturesareavailableinLatenode?
Latenode provides full access to Harvest's API. You can use custom JavaScript blocks to handle complex logic or prompt-based AI to enhance workflows.
Are there any limitations to the Harvest and Teamleader integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration might require custom scripting.
- Complex data transformations may require JavaScript knowledge.
- Rate limits of Harvest and Teamleader APIs still apply.
