Omnisend and Harvest Integration

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Automatically trigger targeted Omnisend campaigns when new invoices are paid in Harvest using Latenode’s visual editor. Scale engagement affordably and customize your marketing with JavaScript for precision.

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Omnisend

Harvest

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Omnisend and Harvest

Create a New Scenario to Connect Omnisend 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 Omnisend, triggered by another scenario, or executed manually (for testing purposes). In most cases, Omnisend or Harvest will be your first step. To do this, click "Choose an app," find Omnisend or Harvest, and select the appropriate trigger to start the scenario.

Add the Omnisend Node

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

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Omnisend

Configure the Omnisend

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

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Connect Omnisend

Sign In

Run node once

Add the Harvest Node

Next, click the plus (+) icon on the Omnisend 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.

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Sign In

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Configure the Omnisend 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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Run node once

Set Up the Omnisend 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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Save and Activate the Scenario

After configuring Omnisend, 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 Omnisend and Harvest integration works as expected. Depending on your setup, data should flow between Omnisend 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 Omnisend and Harvest

Omnisend + Harvest + Slack: When a new subscriber is added to Omnisend, create a new project in Harvest to track time spent on that customer. Then, send a message to a Slack channel to notify the team about the new client.

Harvest + Omnisend + Google Sheets: When a time entry is created in Harvest, add the client to an Omnisend list and record the time entry data in a Google Sheet for tracking and reporting.

Omnisend and Harvest integration alternatives

About Omnisend

Use Omnisend in Latenode to automate email & SMS marketing based on real-time data. Connect e-commerce platforms and CRMs, then trigger personalized campaigns. Stop overspending on rigid marketing tools. Latenode's visual editor and flexible logic create scalable automation at a fraction of the cost.

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 Omnisend and Harvest

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

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

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

Can I automate invoice creation after a new Omnisend campaign?

Yes, easily! Latenode lets you trigger Harvest invoice creation based on Omnisend campaigns, saving time. Customize this workflow with no-code blocks or JavaScript steps.

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

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

  • Create Harvest projects when new customers subscribe via Omnisend.
  • Log time in Harvest for marketing tasks triggered by Omnisend events.
  • Update customer details in Harvest based on Omnisend profile data.
  • Generate invoices in Harvest based on products promoted in Omnisend campaigns.
  • Send automated thank-you emails via Omnisend for paid Harvest invoices.

How to sync contact properties between Omnisend and Harvest on Latenode?

Use Latenode's data mapping features! Create a flow to automatically sync contact details, ensuring consistent customer data across both platforms.

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

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

  • Complex data transformations might require JavaScript knowledge.
  • Real-time synchronization depends on the API rate limits of both services.
  • Historical data migration between the two platforms is not directly supported.

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