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How to connect Instantly and Harvest
Create a New Scenario to Connect Instantly and Harvest
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 Instantly, triggered by another scenario, or executed manually (for testing purposes). In most cases, Instantly or Harvest will be your first step. To do this, click "Choose an app," find Instantly or Harvest, and select the appropriate trigger to start the scenario.
Add the Instantly Node
Select the Instantly node from the app selection panel on the right.
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Configure the Instantly
Click on the Instantly node to configure it. You can modify the Instantly URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Harvest Node
Next, click the plus (+) icon on the Instantly node, select Harvest from the list of available apps, and choose the action you need from the list of nodes within Harvest.
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Authenticate Harvest
Now, click the Harvest node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Harvest settings. Authentication allows you to use Harvest through Latenode.
Configure the Instantly and Harvest 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 Instantly and Harvest 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Instantly, Harvest, 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 Instantly and Harvest integration works as expected. Depending on your setup, data should flow between Instantly and Harvest (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Instantly and Harvest
Instantly + Harvest + Slack: When a new lead is created in Instantly, log time spent on that lead in Harvest using 'Start Timer'. Then notify the team in Slack about the new lead and the timer start.
Harvest + Instantly + Google Sheets: When a new time entry is created in Harvest, fetch corresponding leads from Instantly and log time entry details with relevant lead data in Google Sheets for analysis.
Instantly and Harvest integration alternatives
About Instantly
Use Instantly in Latenode to automate email outreach at scale. Connect Instantly to your CRM, database, or lead sources and build automated sequences based on triggers. Enrich data and route responses using Latenode's visual editor and JS node for custom logic — all without per-step pricing limits.
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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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FAQ Instantly and Harvest
How can I connect my Instantly account to Harvest using Latenode?
To connect your Instantly account to Harvest on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Instantly and click on "Connect".
- Authenticate your Instantly and Harvest accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I track Instantly campaign time in Harvest?
Yes, you can! Latenode’s flexible workflows allow precise time tracking. Automatically log Instantly campaign hours in Harvest for detailed project cost analysis.
What types of tasks can I perform by integrating Instantly with Harvest?
Integrating Instantly with Harvest allows you to perform various tasks, including:
- Automatically logging Instantly campaign time in Harvest projects.
- Creating Harvest tasks when new leads are captured in Instantly.
- Updating Harvest project budgets based on Instantly campaign spend.
- Generating invoices in Harvest for time tracked against Instantly campaigns.
- Sending Harvest time reports to Instantly users based on campaign performance.
HowcanIautomatetimetrackingforInstantlycampaignsusingLatenode?
Latenode enables fully automated time tracking. Use pre-built blocks or JavaScript for custom calculations, linking Instantly campaign activity to Harvest time entries.
Are there any limitations to the Instantly and Harvest integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data sync depends on the API limits of Instantly and Harvest.
- Complex calculations may require JavaScript knowledge.
- Initial setup requires a clear understanding of both Instantly and Harvest project structures.
