[email protected]
Discord
LinkedIn
Facebook
Instagram
Youtube
.svg){kind=icon}
Reddit
How to connect Ortto and Harvest
Create a New Scenario to Connect Ortto 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 Ortto, triggered by another scenario, or executed manually (for testing purposes). In most cases, Ortto or Harvest will be your first step. To do this, click "Choose an app," find Ortto or Harvest, and select the appropriate trigger to start the scenario.
Add the Ortto Node
Select the Ortto node from the app selection panel on the right.
+
1
Ortto
Add the Harvest Node
Next, click the plus (+) icon on the Ortto node, select Harvest from the list of available apps, and choose the action you need from the list of nodes within Harvest.
1
Ortto
⚙
+
2
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.
Configure the Ortto 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 Ortto 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.
5
JavaScript
⚙
6
AI Anthropic Claude 3
⚙
+
7
Harvest
1
Trigger on Webhook
⚙
2
Ortto
⚙
⚙
3
Iterator
⚙
+
4
Webhook response
Save and Activate the Scenario
After configuring Ortto, 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 Ortto and Harvest integration works as expected. Depending on your setup, data should flow between Ortto 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 Ortto and Harvest
Ortto + Harvest + Slack: When a new client is added in Ortto, a project is created in Harvest. Then, a message is sent to a designated Slack channel to notify the team about the new project.
Harvest + Google Sheets + Ortto: Log Harvest time entries in Google Sheets. Then use this data to update customer profiles in Ortto, specifically updating custom activity events.
Ortto and Harvest integration alternatives
About Ortto
Use Ortto in Latenode to automate personalized marketing campaigns. Trigger emails, SMS, or push notifications based on real-time data from any source. Segment users and update profiles dynamically within Latenode workflows, responding instantly to behavior. Improve engagement by connecting Ortto's segmentation to your Latenode data pipelines.
Related categories
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.
Related categories
See how Latenode works
.svg)
.png)
FAQ Ortto and Harvest
How can I connect my Ortto account to Harvest using Latenode?
To connect your Ortto account to Harvest on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Ortto and click on "Connect".
- Authenticate your Ortto and Harvest accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I track billable hours based on Ortto campaign engagement?
Yes! Latenode lets you trigger Harvest time tracking directly from Ortto events, giving clear ROI. Automate reports, invoice clients faster, and reduce manual data entry.
What types of tasks can I perform by integrating Ortto with Harvest?
Integrating Ortto with Harvest allows you to perform various tasks, including:
- Automatically create Harvest projects for new Ortto customers.
- Log billable hours in Harvest when contacts reach milestones in Ortto campaigns.
- Update client details in Harvest based on Ortto profile changes.
- Trigger personalized Ortto emails when Harvest invoices are paid.
- Generate summary reports on marketing ROI by combining Ortto and Harvest data.
What Ortto triggers can I use to start automations in Latenode?
Latenode supports a wide range of triggers from Ortto, including contact creation, segment entry/exit, and custom event triggers for powerful workflows.
Are there any limitations to the Ortto and Harvest integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data synchronization might require custom scripting for large datasets.
- Complex data transformations may require JavaScript knowledge for optimal results.
- Real-time updates are subject to API rate limits of both Ortto and Harvest.
