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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.
Connect RD Station and Harvest in minutes with Latenode.
Create RD Station to Harvest workflow
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Create a New Scenario to Connect RD Station and Harvest
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β 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.
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.
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.
RD Station
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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.
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.
Set Up the RD Station and Harvest Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Harvest
Trigger on Webhook
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RD Station
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring RD Station, Harvest, and any additional nodes, donβt 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 βRun onceβ 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.
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.
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.
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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.
Related categories
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:
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:
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: