■Overview
Manually notifying stakeholders every time a new project is created in Harvest can be time-consuming. This manual process can also lead to communication gaps, such as delayed notifications or missed updates. With this workflow, you can automatically notify a designated Slack channel whenever a project is created in Harvest, helping you streamline communication and share information quickly.
■Recommended for
- Teams that manage projects in Harvest and communicate in Slack
- Teams that find manual information sharing at the start of projects time-consuming or prone to omissions
- Teams looking to share project-related information more quickly and reliably
■Benefits of using this template
- Automatically notify Slack when a project is created in Harvest, reducing the time spent sharing updates manually.
- Because notifications are sent automatically, you can help prevent human errors such as forgetting to send a message or sending it to the wrong recipient.
■Flowbot steps
- First, connect Harvest and Slack to Yoom.
- Next, select Harvest as the trigger and set the action to “New Projects.”
- Finally, select Slack as the operation, set the action to “Send a message to a channel,” and create the notification message.
※“Trigger”: The action that starts the flow. “Operation”: The action that processes data within the flow after the trigger starts.
■Customization options
- You can choose which Slack channel to send the notification to.
- In addition to entering fixed text, you can insert dynamic information, such as the project name retrieved from the Harvest trigger, as a variable in the notification message.
■Notes
- Connect both Slack and Harvest to Yoom.
- You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
- The shortest available trigger interval varies by plan.
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About the apps you use
Harvest
Yoom allows you to integrate with Harvest's API without any code, enabling you to automate operations in Harvest via the API. For example, you can automatically register employee information from Google Workspace or Microsoft EntraID into Harvest, or automatically generate invoices in Harvest based on information from Google Sheets or Airtable.
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Notify Microsoft Teams when a user is added in Harvest.
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This is a business workflow that automatically adds new users to Harvest when they register in Google Workspace. It reduces effort and errors, enabling efficient user management.
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Slack
Yoom allows you to utilize Slack's API without any coding. By integrating Yoom with Slack, you can freely connect various SaaS with Slack and receive all kinds of notifications on Slack. Additionally, it is possible to trigger a bot when a message is sent to Slack.
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No-Code API Actions
Executable API actions
Flowbot triggers
Flowbot operations
Flowbot triggers
Flowbot operations
Flowbot triggers
Flowbot operations
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