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How to connect Harvest and Wealthbox
Create a New Scenario to Connect Harvest and Wealthbox
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 Wealthbox will be your first step. To do this, click "Choose an app," find Harvest or Wealthbox, 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 Wealthbox Node
Next, click the plus (+) icon on the Harvest node, select Wealthbox from the list of available apps, and choose the action you need from the list of nodes within Wealthbox.
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Authenticate Wealthbox
Now, click the Wealthbox node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Wealthbox settings. Authentication allows you to use Wealthbox through Latenode.
Configure the Harvest and Wealthbox 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 Wealthbox 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, Wealthbox, 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 Wealthbox integration works as expected. Depending on your setup, data should flow between Harvest and Wealthbox (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 Wealthbox
Harvest + Wealthbox + Slack: When a new time entry is created in Harvest, the workflow updates the corresponding contact or project details in Wealthbox. A summary of the time entry and updated Wealthbox information is then sent to a designated Slack channel.
Harvest + Wealthbox + QuickBooks: When a new time entry is recorded in Harvest, the workflow retrieves corresponding client information from Wealthbox and then creates or updates a customer in QuickBooks. It then creates an invoice in QuickBooks based on the time entry and client info.
Harvest and Wealthbox 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 Wealthbox
Automate Wealthbox tasks inside Latenode to streamline financial workflows. Create clients, manage opportunities, or trigger actions based on CRM data. Connect Wealthbox to other apps and add custom logic using Latenode’s visual editor and code functions for seamless automation without manual steps.
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See how Latenode works
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FAQ Harvest and Wealthbox
How can I connect my Harvest account to Wealthbox using Latenode?
To connect your Harvest account to Wealthbox 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 Wealthbox accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Wealthbox contacts from new Harvest clients?
Yes, you can! Latenode lets you automate this, ensuring seamless CRM updates. Save time and eliminate manual data entry with our visual workflow builder.
What types of tasks can I perform by integrating Harvest with Wealthbox?
Integrating Harvest with Wealthbox allows you to perform various tasks, including:
- Creating Wealthbox contacts from new Harvest clients.
- Updating project statuses in Wealthbox from Harvest time entries.
- Generating invoices in Harvest based on Wealthbox deal stages.
- Tracking billable hours from Harvest within Wealthbox projects.
- Syncing client details between Harvest and Wealthbox automatically.
HowdoIhandlespecificHarvestdatathatdoesn'tfitWealthboxfields?
Latenode's JavaScript blocks let you transform data for compatibility. AI steps help classify and route complex information effectively.
Are there any limitations to the Harvest and Wealthbox integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration requires custom workflow design.
- Complex Harvest project structures may need advanced mapping.
- Real-time synchronization depends on Harvest and Wealthbox API availability.
