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How to connect Harvest and WhatConverts
Create a New Scenario to Connect Harvest and WhatConverts
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 WhatConverts will be your first step. To do this, click "Choose an app," find Harvest or WhatConverts, 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 WhatConverts Node
Next, click the plus (+) icon on the Harvest node, select WhatConverts from the list of available apps, and choose the action you need from the list of nodes within WhatConverts.
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Authenticate WhatConverts
Now, click the WhatConverts node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your WhatConverts settings. Authentication allows you to use WhatConverts through Latenode.
Configure the Harvest and WhatConverts 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 WhatConverts 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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WhatConverts
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Harvest, WhatConverts, 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 WhatConverts integration works as expected. Depending on your setup, data should flow between Harvest and WhatConverts (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 WhatConverts
Harvest + WhatConverts + Google Sheets: When a new time entry is created in Harvest, find the corresponding lead in WhatConverts and update a Google Sheets spreadsheet with the time spent on the project and lead information for effort summarization.
WhatConverts + Harvest + Slack: When a new lead is created in WhatConverts, create a project in Harvest and send a notification in Slack to the team about the new project.
Harvest and WhatConverts 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 WhatConverts
Capture and analyze marketing leads in WhatConverts, then pipe data to Latenode to automate follow-ups. Qualify leads based on source & behavior using Latenode's no-code tools, triggering custom CRM updates or personalized email sequences. Scale lead management without complex coding.
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See how Latenode works
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FAQ Harvest and WhatConverts
How can I connect my Harvest account to WhatConverts using Latenode?
To connect your Harvest account to WhatConverts 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 WhatConverts accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger Harvest time tracking from new WhatConverts leads?
Yes, you can! Latenode's visual builder simplifies connecting WhatConverts lead capture to Harvest time tracking, ensuring accurate project time allocation and billing.
What types of tasks can I perform by integrating Harvest with WhatConverts?
Integrating Harvest with WhatConverts allows you to perform various tasks, including:
- Automatically create Harvest projects from new WhatConverts leads.
- Update Harvest task assignments based on WhatConverts conversion data.
- Send Harvest invoices upon lead conversion in WhatConverts.
- Log WhatConverts call details as Harvest project notes.
- Create detailed reports combining Harvest time tracking with lead data.
How do I manage Harvest permissions when using Latenode workflows?
Latenode respects Harvest’s permission settings. Ensure correct permissions are granted for proper workflow functionality.
Are there any limitations to the Harvest and WhatConverts integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom fields in Harvest may require JavaScript for manipulation.
- Real-time data synchronization depends on the API request limits.
- Large data volumes might need optimization for efficient processing.
