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How to connect Harvest and Vitally
Create a New Scenario to Connect Harvest and Vitally
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 Vitally will be your first step. To do this, click "Choose an app," find Harvest or Vitally, 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 Vitally Node
Next, click the plus (+) icon on the Harvest node, select Vitally from the list of available apps, and choose the action you need from the list of nodes within Vitally.
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Authenticate Vitally
Now, click the Vitally node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Vitally settings. Authentication allows you to use Vitally through Latenode.
Configure the Harvest and Vitally 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 Vitally 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, Vitally, 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 Vitally integration works as expected. Depending on your setup, data should flow between Harvest and Vitally (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 Vitally
Harvest + Vitally + Slack: When a project's time exceeds the budget in Harvest, this triggers a search for the project manager in Vitally using the project data. Finally, a Slack message is sent to the project manager to alert them of the budget overrun.
Vitally + Harvest + Google Sheets: When a user is updated in Vitally, this triggers a search in Harvest for relevant time entry data associated with that user. This data is then used to generate timesheet reports automatically in Google Sheets.
Harvest and Vitally 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 Vitally
Use Vitally in Latenode to centralize customer success data and automate actions based on health scores. Sync data, trigger alerts for at-risk users, and personalize support workflows, all within Latenode's visual editor. Combine Vitally's insights with other tools for smarter, automated customer lifecycle management.
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FAQ Harvest and Vitally
How can I connect my Harvest account to Vitally using Latenode?
To connect your Harvest account to Vitally 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 Vitally accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Vitally when Harvest invoices are paid?
Yes, you can! Latenode allows real-time updates, ensuring Vitally reflects the latest revenue data from Harvest. Gain instant insights into customer health and project profitability.
What types of tasks can I perform by integrating Harvest with Vitally?
Integrating Harvest with Vitally allows you to perform various tasks, including:
- Automatically updating client data in Vitally based on Harvest projects.
- Triggering personalized customer success workflows upon project completion.
- Calculating customer lifetime value using Harvest time tracking data.
- Sending automated reports on project profitability to Vitally users.
- Creating new Vitally users when a new client is added to Harvest.
Can I use JavaScript to transform data between Harvest and Vitally?
Yes! Latenode's JavaScript support allows for complex data transformations, offering unmatched flexibility beyond simple field mappings for your Harvest and Vitally workflows.
Are there any limitations to the Harvest and Vitally integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration between Harvest and Vitally may require custom scripting.
- Complex Harvest permission structures might need manual configuration in Latenode.
- Vitally API rate limits may affect the frequency of data synchronization.
