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How to connect Harvest and Youform
Create a New Scenario to Connect Harvest and Youform
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 Youform will be your first step. To do this, click "Choose an app," find Harvest or Youform, 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 Youform Node
Next, click the plus (+) icon on the Harvest node, select Youform from the list of available apps, and choose the action you need from the list of nodes within Youform.
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Authenticate Youform
Now, click the Youform node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Youform settings. Authentication allows you to use Youform through Latenode.
Configure the Harvest and Youform 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 Youform 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, Youform, 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 Youform integration works as expected. Depending on your setup, data should flow between Harvest and Youform (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 Youform
Harvest + Youform + Slack: When a new project is created in Harvest, a form is sent to the client via Youform to gather project requirements. Once the form is submitted, a Slack channel is created for the project team to collaborate.
Youform + Harvest + Google Sheets: When a client submits a project request form through Youform, a new project is automatically created in Harvest, and the submitted form data is recorded in Google Sheets for analysis and tracking.
Harvest and Youform 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 Youform
Use Youform in Latenode to capture data and kick off automated processes. Create forms, then automatically trigger workflows to process submissions, update databases, and send notifications. Extend Youform with JavaScript code inside Latenode for custom validation and complex logic. Scale form-driven automation without vendor lock-in.
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FAQ Harvest and Youform
How can I connect my Harvest account to Youform using Latenode?
To connect your Harvest account to Youform 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 Youform accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Harvest projects from new Youform submissions?
Yes, you can! With Latenode, automate project creation in Harvest whenever a new form is submitted in Youform. This saves time and ensures all project details are captured instantly.
What types of tasks can I perform by integrating Harvest with Youform?
Integrating Harvest with Youform allows you to perform various tasks, including:
- Create Harvest tasks when new Youform entries match specific criteria.
- Update project details in Harvest based on Youform submission data.
- Send customized confirmations via Youform upon Harvest project completion.
- Generate reports combining time tracking data and form input.
- Trigger invoice generation in Harvest from approved Youform requests.
How does Latenode handle Harvest API rate limits efficiently?
Latenode intelligently manages API calls, using queues and error handling to minimize the impact of Harvest's rate limits, ensuring smooth automation.
Are there any limitations to the Harvest and Youform integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require JavaScript blocks.
- Custom field mappings depend on the available API endpoints.
- Real-time synchronization depends on the polling intervals of webhooks.
