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How to connect Harvest and tl;dv
Create a New Scenario to Connect Harvest and tl;dv
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 tl;dv will be your first step. To do this, click "Choose an app," find Harvest or tl;dv, 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 tl;dv Node
Next, click the plus (+) icon on the Harvest node, select tl;dv from the list of available apps, and choose the action you need from the list of nodes within tl;dv.
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Authenticate tl;dv
Now, click the tl;dv node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your tl;dv settings. Authentication allows you to use tl;dv through Latenode.
Configure the Harvest and tl;dv 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 tl;dv 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, tl;dv, 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 tl;dv integration works as expected. Depending on your setup, data should flow between Harvest and tl;dv (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 tl;dv
Harvest + Slack + tl;dv: When a project in Harvest exceeds its budget, a Slack message is sent to a manager. The Slack message includes a link to a tl;dv meeting recording, allowing the manager to review the project's progress and discuss potential solutions.
tl;dv + Jira + Harvest: When a tl;dv meeting has highlights, a Jira task is created for each highlight. After creation, time spent working on each Jira task is tracked in Harvest, ensuring accurate time tracking and project management.
Harvest and tl;dv 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 tl;dv
Use tl;dv with Latenode to automate meeting insights. Get summaries and timestamps, then trigger actions: update CRMs, create tasks, or send follow-ups. Stop manually processing meeting notes. Latenode adds flexible routing, data transformation, and direct integrations, turning meeting data into actionable workflows.
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See how Latenode works
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FAQ Harvest and tl;dv
How can I connect my Harvest account to tl;dv using Latenode?
To connect your Harvest account to tl;dv 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 tl;dv accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I log tl;dv meeting time in Harvest?
Yes, you can! Latenode's visual editor makes it simple to automatically log tl;dv meeting summaries as Harvest time entries. This ensures accurate project time tracking with minimal effort.
What types of tasks can I perform by integrating Harvest with tl;dv?
Integrating Harvest with tl;dv allows you to perform various tasks, including:
- Automatically create Harvest projects based on tl;dv meeting topics.
- Log billable hours in Harvest for time spent in tl;dv meetings.
- Send tl;dv meeting summaries to Harvest as project notes.
- Update Harvest task statuses based on action items from tl;dv.
- Generate invoices in Harvest based on tl;dv meeting attendance.
How secure is connecting Harvest to Latenode for automations?
Latenode employs robust security measures, including encryption and secure authentication, ensuring the safe transfer and storage of your Harvest data during automation workflows.
Are there any limitations to the Harvest and tl;dv integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data synchronization depends on the API rate limits of both Harvest and tl;dv.
- Complex workflows might require some JavaScript knowledge for advanced customization.
- Historical data migration between Harvest and tl;dv is not supported by default.
