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How to connect Harvest and Zendesk
Create a New Scenario to Connect Harvest and Zendesk
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 Zendesk will be your first step. To do this, click "Choose an app," find Harvest or Zendesk, 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 Zendesk Node
Next, click the plus (+) icon on the Harvest node, select Zendesk from the list of available apps, and choose the action you need from the list of nodes within Zendesk.
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Authenticate Zendesk
Now, click the Zendesk node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Zendesk settings. Authentication allows you to use Zendesk through Latenode.
Configure the Harvest and Zendesk 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 Zendesk 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, Zendesk, 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 Zendesk integration works as expected. Depending on your setup, data should flow between Harvest and Zendesk (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 Zendesk
Harvest + Zendesk + Slack: When a new invoice is created in Harvest, check if the invoice amount exceeds a specified budget threshold. If it does, create a Zendesk ticket to investigate the budget overrun and notify the project manager in Slack.
Zendesk + Harvest + Google Calendar: When a new ticket is created in Zendesk, schedule a follow-up meeting with the client by creating a time entry in Harvest to track the time spent on the follow-up, and create an event in Google Calendar to schedule the meeting.
Harvest and Zendesk 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 Zendesk
Automate Zendesk ticket management within Latenode. Update tickets based on external events, route requests using AI, and sync data across platforms. Close the loop between support and other systems using visual flows, JavaScript, and webhooks—reducing manual work.
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See how Latenode works
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FAQ Harvest and Zendesk
How can I connect my Harvest account to Zendesk using Latenode?
To connect your Harvest account to Zendesk 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 Zendesk accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Zendesk tickets from Harvest invoice events?
Yes, you can! Latenode enables this with a visual builder and custom logic, ensuring all billable time is captured by instantly generating Zendesk support requests.
What types of tasks can I perform by integrating Harvest with Zendesk?
Integrating Harvest with Zendesk allows you to perform various tasks, including:
- Create Zendesk tickets for overdue Harvest invoices.
- Update Zendesk tickets when Harvest invoices are paid.
- Trigger Harvest time tracking from new Zendesk tickets.
- Send Harvest invoice reminders based on Zendesk ticket activity.
- Log billable hours in Harvest based on Zendesk support time.
Can I use JavaScript to transform Harvest data before updating Zendesk?
Yes! Latenode allows you to use JavaScript code blocks to transform Harvest data, ensuring it seamlessly integrates with Zendesk fields.
Are there any limitations to the Harvest and Zendesk integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration between Harvest and Zendesk is not directly supported.
- Complex custom field mappings may require JavaScript coding.
- Rate limits of Harvest and Zendesk APIs apply.
