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How to connect Harvest and Zoho Cliq
Create a New Scenario to Connect Harvest and Zoho Cliq
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 Zoho Cliq will be your first step. To do this, click "Choose an app," find Harvest or Zoho Cliq, 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 Zoho Cliq Node
Next, click the plus (+) icon on the Harvest node, select Zoho Cliq from the list of available apps, and choose the action you need from the list of nodes within Zoho Cliq.
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Authenticate Zoho Cliq
Now, click the Zoho Cliq node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Zoho Cliq settings. Authentication allows you to use Zoho Cliq through Latenode.
Configure the Harvest and Zoho Cliq 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 Zoho Cliq 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, Zoho Cliq, 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 Zoho Cliq integration works as expected. Depending on your setup, data should flow between Harvest and Zoho Cliq (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 Zoho Cliq
Harvest + Google Calendar + Zoho Cliq: When a new time entry is created in Harvest, a corresponding event is created in Google Calendar. A daily summary of Google Calendar events is then sent to a Zoho Cliq channel.
Zoho Cliq + Harvest + TimeCamp: When a channel message is sent in Zoho Cliq, a corresponding task is created in Harvest, and a time entry is logged in TimeCamp for that task.
Harvest and Zoho Cliq 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 Zoho Cliq
Integrate Zoho Cliq with Latenode to automate team communication based on real-time triggers. Post messages to channels when specific events occur in other apps. Manage approvals, send notifications, and monitor project status changes automatically. Build custom workflows for efficient collaboration without manual steps, using Latenode's visual editor and API support for advanced logic.
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See how Latenode works
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FAQ Harvest and Zoho Cliq
How can I connect my Harvest account to Zoho Cliq using Latenode?
To connect your Harvest account to Zoho Cliq 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 Zoho Cliq accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I get Zoho Cliq notifications for new Harvest projects?
Yes, you can! Latenode’s visual editor makes it easy to trigger Zoho Cliq messages upon new Harvest project creation, keeping your team informed without manual checks.
What types of tasks can I perform by integrating Harvest with Zoho Cliq?
Integrating Harvest with Zoho Cliq allows you to perform various tasks, including:
- Send Zoho Cliq alerts for overdue Harvest invoices.
- Post Harvest timesheet summaries daily to a Cliq channel.
- Create Cliq reminders for approaching Harvest project deadlines.
- Share Harvest project updates automatically in Cliq channels.
- Notify team members on Cliq about new Harvest client creation.
HowsecureistheHarvestintegrationwithZohoCliqviaLatenode?
Latenode employs robust encryption and secure authentication to protect your data during Harvest and Zoho Cliq integration, ensuring data privacy.
Are there any limitations to the Harvest and Zoho Cliq integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript coding.
- Real-time updates depend on the API polling intervals.
- Integration complexity is limited by your plan's operation allowance.
