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How to connect Harvest and Typebot
Create a New Scenario to Connect Harvest and Typebot
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 Typebot will be your first step. To do this, click "Choose an app," find Harvest or Typebot, 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 Typebot Node
Next, click the plus (+) icon on the Harvest node, select Typebot from the list of available apps, and choose the action you need from the list of nodes within Typebot.
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Authenticate Typebot
Now, click the Typebot node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Typebot settings. Authentication allows you to use Typebot through Latenode.
Configure the Harvest and Typebot 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 Typebot 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, Typebot, 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 Typebot integration works as expected. Depending on your setup, data should flow between Harvest and Typebot (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 Typebot
Harvest + Typebot + Slack: When a new time entry is created in Harvest, a Typebot is triggered to confirm the billable hours. Upon confirmation via Typebot, a message is sent to Slack with the details of the time entry.
Typebot + Harvest + Google Sheets: When a new Typebot is submitted, the data is sent to Google Sheets. If the response indicates a positive project opportunity, a new project is created in Harvest.
Harvest and Typebot 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 Typebot
Use Typebot in Latenode to build interactive chatbots for lead capture or support. Connect Typebot to your workflows to qualify leads and send data to your CRM, database, or other apps. Automate personalized experiences and complex logic visually, then scale affordably with Latenode’s usage-based pricing.
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FAQ Harvest and Typebot
How can I connect my Harvest account to Typebot using Latenode?
To connect your Harvest account to Typebot 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 Typebot accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically generate Harvest tasks from Typebot responses?
Yes, you can! Latenode allows for seamless data transfer, creating tasks in Harvest based on user inputs from Typebot, automating project time tracking and boosting efficiency.
What types of tasks can I perform by integrating Harvest with Typebot?
Integrating Harvest with Typebot allows you to perform various tasks, including:
- Create Harvest tasks based on user responses in Typebot.
- Send personalized time tracking reminders via Typebot.
- Update Harvest project budgets based on Typebot feedback.
- Generate invoices in Harvest after a Typebot order confirmation.
- Analyze time entries and customer feedback using AI steps.
How secure is my Harvest data when using Latenode for integration?
Latenode employs robust security measures, including encryption and secure authentication protocols, ensuring your Harvest data remains protected throughout the integration process.
Are there any limitations to the Harvest and Typebot integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require custom JavaScript code.
- Real-time updates depend on the API limits of both Harvest and Typebot.
- Advanced reporting features may need additional configuration.
