LiveChat and Harvest Integration

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Automatically track billable hours in Harvest based on LiveChat conversations. Latenode's visual editor and affordable execution pricing make accurate time tracking and invoicing easier than ever with flexible logic.

Swap Apps

LiveChat

Harvest

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect LiveChat and Harvest

Create a New Scenario to Connect LiveChat and Harvest

In the workspace, click the โ€œCreate New Scenarioโ€ button.

Add the First Step

Add the first node โ€“ a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a LiveChat, triggered by another scenario, or executed manually (for testing purposes). In most cases, LiveChat or Harvest will be your first step. To do this, click "Choose an app," find LiveChat or Harvest, and select the appropriate trigger to start the scenario.

Add the LiveChat Node

Select the LiveChat node from the app selection panel on the right.

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LiveChat

Configure the LiveChat

Click on the LiveChat node to configure it. You can modify the LiveChat URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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LiveChat

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Connect LiveChat

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Run node once

Add the Harvest Node

Next, click the plus (+) icon on the LiveChat 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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LiveChat

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Harvest

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.

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Harvest

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Configure the LiveChat 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.

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Harvest Oauth 2.0

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Run node once

Set Up the LiveChat 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 donโ€™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 LiveChat, Harvest, and any additional nodes, donโ€™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 โ€œRun onceโ€ and triggering an event to check if the LiveChat and Harvest integration works as expected. Depending on your setup, data should flow between LiveChat 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 LiveChat and Harvest

LiveChat + Harvest + Google Sheets: When a chat is deactivated in LiveChat, create a time entry in Harvest to track the support time and log the chat details to Google Sheets for reporting purposes.

Harvest + LiveChat + Slack: When a project in Harvest has a new time entry that exceeds the budget, send a Slack alert to the LiveChat support team so they can investigate the issue and communicate with the client.

LiveChat and Harvest integration alternatives

About LiveChat

Integrate LiveChat into Latenode to automate support workflows. Route chats based on keywords, tag conversations, or trigger automated responses. Connect LiveChat data to other apps (CRM, databases) for unified insights. Simplify complex routing and ensure agents have context โ€“ all visually, and without code.

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.

See how Latenode works

FAQ LiveChat and Harvest

How can I connect my LiveChat account to Harvest using Latenode?

To connect your LiveChat account to Harvest on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select LiveChat and click on "Connect".
  • Authenticate your LiveChat and Harvest accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically track chat time in Harvest?

Yes! Latenode automates time tracking from LiveChat conversations to Harvest. This ensures accurate billing and project management, saving time and reducing manual data entry.

What types of tasks can I perform by integrating LiveChat with Harvest?

Integrating LiveChat with Harvest allows you to perform various tasks, including:

  • Create Harvest time entries from LiveChat conversation summaries.
  • Generate invoices in Harvest based on LiveChat support hours.
  • Update Harvest project details with LiveChat support requests.
  • Send LiveChat transcripts to Harvest project notes for context.
  • Trigger Harvest project updates based on LiveChat satisfaction surveys.

How can I use AI with LiveChat in Latenode?

Latenode's AI tools can analyze LiveChat conversations and automatically create time entries in Harvest, categorizing work and improving billing accuracy.

Are there any limitations to the LiveChat and Harvest integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex custom fields in Harvest may require JavaScript adjustments.
  • High LiveChat volume might necessitate scaling considerations for optimal performance.
  • Initial setup requires understanding of both LiveChat and Harvest APIs.

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