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How to connect Harvest and WhatsApp Business Cloud
Create a New Scenario to Connect Harvest and WhatsApp Business Cloud
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 WhatsApp Business Cloud will be your first step. To do this, click "Choose an app," find Harvest or WhatsApp Business Cloud, 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 WhatsApp Business Cloud Node
Next, click the plus (+) icon on the Harvest node, select WhatsApp Business Cloud from the list of available apps, and choose the action you need from the list of nodes within WhatsApp Business Cloud.
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Authenticate WhatsApp Business Cloud
Now, click the WhatsApp Business Cloud node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your WhatsApp Business Cloud settings. Authentication allows you to use WhatsApp Business Cloud through Latenode.
Configure the Harvest and WhatsApp Business Cloud 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 WhatsApp Business Cloud 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, WhatsApp Business Cloud, 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 WhatsApp Business Cloud integration works as expected. Depending on your setup, data should flow between Harvest and WhatsApp Business Cloud (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 WhatsApp Business Cloud
Harvest + WhatsApp Business Cloud + Slack: Harvest triggers a daily WhatsApp Business Cloud message to employees reminding them to submit their timesheets. If the timesheet is not submitted by a specified time, a Slack message is sent to the manager.
WhatsApp Business Cloud + Harvest + Google Sheets: When a new message is received in WhatsApp Business Cloud, relevant data is logged into a Google Sheet. Then, a time entry is created in Harvest using information from the WhatsApp message and the Google Sheet.
Harvest and WhatsApp Business Cloud 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 WhatsApp Business Cloud
Use WhatsApp Business Cloud in Latenode for automated messaging workflows. Send personalized updates, order confirmations, or support replies. Integrate it with your CRM, e-commerce platform, or database. Automate routing and customize messages with Latenode's visual editor and JavaScript support for flexible, scalable communication.
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FAQ Harvest and WhatsApp Business Cloud
How can I connect my Harvest account to WhatsApp Business Cloud using Latenode?
To connect your Harvest account to WhatsApp Business Cloud 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 WhatsApp Business Cloud accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I send WhatsApp messages for new Harvest invoices?
Yes, you can! Latenode's visual editor makes it easy to trigger WhatsApp messages upon new invoice creation in Harvest, enhancing client communication and payment reminders.
What types of tasks can I perform by integrating Harvest with WhatsApp Business Cloud?
Integrating Harvest with WhatsApp Business Cloud allows you to perform various tasks, including:
- Send payment reminders via WhatsApp for overdue Harvest invoices.
- Notify team members about new Harvest projects via WhatsApp.
- Share Harvest invoice links with clients directly through WhatsApp.
- Send automated thank you messages upon receiving a Harvest payment.
- Generate daily summaries of billable hours in Harvest and send via WhatsApp.
Can I use JavaScript to transform Harvest data before sending it to WhatsApp?
Yes, Latenode supports JavaScript code blocks. You can use JavaScript to format and customize Harvest data before sending it via WhatsApp.
Are there any limitations to the Harvest and WhatsApp Business Cloud integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data syncing depends on Harvest and WhatsApp Business Cloud API availability.
- Message delivery is subject to WhatsApp Business Cloud's policies and limitations.
- Complex data transformations may require advanced JavaScript coding skills.
