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How to connect Podio and Harvest
Create a New Scenario to Connect Podio 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 Podio, triggered by another scenario, or executed manually (for testing purposes). In most cases, Podio or Harvest will be your first step. To do this, click "Choose an app," find Podio or Harvest, and select the appropriate trigger to start the scenario.
Add the Podio Node
Select the Podio node from the app selection panel on the right.
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Add the Harvest Node
Next, click the plus (+) icon on the Podio 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 Podio 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 Podio 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 Podio, 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 Podio and Harvest integration works as expected. Depending on your setup, data should flow between Podio 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 Podio and Harvest
Podio + Harvest + Slack: When a new item is added to a Podio app designated for project phases, a new project is created in Harvest. A notification is then sent to a Slack channel to inform the team of the new project.
Harvest + Podio + Google Calendar: When a new project is created in Harvest, a corresponding item is created in a Podio app to track the project. Additionally, a new Google Calendar is created for scheduling and tracking events related to that project.
Podio and Harvest integration alternatives
About Podio
Sync Podio project data to other apps, automate task creation based on triggers, or generate reports using Latenode’s visual builder. Bypass Podio's limitations with custom JavaScript functions, AI integrations, and flexible data transformations. Automate your workflows without complex code and scale efficiently with Latenode.
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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 Podio and Harvest
How can I connect my Podio account to Harvest using Latenode?
To connect your Podio account to Harvest on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Podio and click on "Connect".
- Authenticate your Podio and Harvest accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically track Podio task completion in Harvest?
Yes, using Latenode you can! Automatically log time in Harvest when a Podio task is completed, ensuring accurate project tracking and efficient time management. Latenode's flexibility makes it easy to customize this flow.
What types of tasks can I perform by integrating Podio with Harvest?
Integrating Podio with Harvest allows you to perform various tasks, including:
- Create Harvest projects from new Podio workspaces.
- Update Harvest task statuses based on Podio item changes.
- Log time in Harvest when specific Podio items are updated.
- Generate Podio reports based on Harvest time entries.
- Create Harvest clients from Podio organization details.
How does Latenode handle custom fields from Podio in Harvest workflows?
Latenode seamlessly integrates custom fields from Podio. Map these fields to corresponding fields in Harvest to ensure accurate data transfer in your automations.
Are there any limitations to the Podio and Harvest integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Initial data migration between Podio and Harvest isn't automated.
- Complex conditional logic may require JavaScript knowledge.
- Real-time updates depend on the API limits of Podio and Harvest.
