RD Station and Harvest Integration

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Automatically create Harvest projects when new leads convert in RD Station. Latenode's visual editor makes it easy to customize workflows, add complex logic with JavaScript, and scale affordably by paying only for execution time.

RD Station + Harvest integration

Connect RD Station and Harvest in minutes with Latenode.

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Automate your workflow

Swap Apps

RD Station

Harvest

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect RD Station and Harvest

Create a New Scenario to Connect RD Station and Harvest

In the workspace, click the β€œCreate 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 RD Station, triggered by another scenario, or executed manually (for testing purposes). In most cases, RD Station or Harvest will be your first step. To do this, click "Choose an app," find RD Station or Harvest, and select the appropriate trigger to start the scenario.

Add the RD Station Node

Select the RD Station node from the app selection panel on the right.

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RD Station

Configure the RD Station

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

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Connect RD Station

Sign In
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Run node once

Add the Harvest Node

Next, click the plus (+) icon on the RD Station 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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Connect Harvest

Sign In
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Run node once

Configure the RD Station 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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Select an action *

Select

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The action ID

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Run node once

Set Up the RD Station 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 RD Station, 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 β€œRun once” and triggering an event to check if the RD Station and Harvest integration works as expected. Depending on your setup, data should flow between RD Station 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 RD Station and Harvest

RD Station + Harvest + Slack: When a lead is converted into a customer in RD Station, a new project is created in Harvest for that customer. Then, a notification is sent to a designated Slack channel to inform the team about the new project.

Harvest + RD Station + Google Sheets: This automation tracks time entries in Harvest. For each new time entry, it updates the customer's information in RD Station and then adds a row to a Google Sheet summarizing the time spent and customer details.

RD Station and Harvest integration alternatives

About RD Station

Use RD Station in Latenode to automate marketing tasks. Update leads, trigger personalized emails, and track campaign performance, all inside automated workflows. Integrate RD Station data with other apps, enrich with AI, and build custom logic without code. Scale your marketing automation affordably and visually.

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 RD Station and Harvest

How can I connect my RD Station account to Harvest using Latenode?

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

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

Can I track lead-source revenue with RD Station and Harvest?

Yes! With Latenode, automate revenue tracking from RD Station leads in Harvest. Gain insights into your most profitable lead sources using advanced logic and data transformation blocks.

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

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

  • Automatically creating Harvest projects from new qualified RD Station leads.
  • Updating Harvest task assignments based on RD Station lead nurturing stages.
  • Generating invoices in Harvest when deals close in RD Station.
  • Tracking time spent on RD Station leads within specific Harvest projects.
  • Sending personalized follow-up emails via RD Station after Harvest invoice payments.

What RD Station data can I access when using Latenode integrations?

Latenode allows you to access any RD Station data exposed via their API, including leads, opportunities, and conversion events, for powerful automation.

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

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

  • Historical data synchronization may require custom scripting for large datasets.
  • Complex data transformations may require JavaScript knowledge.
  • Rate limits imposed by RD Station and Harvest APIs still apply.

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