When you receive an email with a specific subject in Outlook, create a user in Harvest
When you receive an email with a specific subject in Outlook, create a user in Harvest
Launch this workflow to connect
Microsoft Outlook &
Harvest
!
■Overview
When a new member joins a project, do you manually register them as a user in Harvest based on messages received in Outlook? Besides being time-consuming, this manual process can lead to human errors such as data entry mistakes and missed registrations. With this workflow, the integration between Harvest and Outlook is automated. Simply receive an email that matches specific criteria, and the user will be registered in Harvest automatically, helping reduce a range of issues caused by manual work.
■Who This Template Is For
- Project managers who manually register users in Harvest and want to improve operational efficiency
- Team leaders who manage member information based on messages received in Outlook and want to reduce data entry work
- Anyone who wants to prevent manual errors when transferring information between Harvest and Outlook and standardize their operations
■Benefits of This Template
- Users are automatically registered in Harvest simply by receiving a specific email in Outlook, reducing the time previously spent on manual work.
- Reducing manual data entry helps minimize the risk of human errors, such as incorrect names or email addresses and missed registrations.
■Workflow Steps
- First, connect Harvest and Outlook with Yoom.
- Next, select Outlook as the trigger and set the action to “When an email with a specific subject is received.”
- Then, set up the AI feature “Extract data from text” as an operation to extract the required information, such as the name and email address, from the received email.
- Finally, set up Harvest’s “Create User” action as an operation and use the information extracted by the AI feature to register the new user.
* “Trigger”: An action that starts the workflow. “Operation”: An action that processes data within the workflow after the trigger starts.
■Customization Options
- With the AI feature “Extract data from text,” you can specify which fields to extract from the Outlook email body, such as the name and email address.
- When creating a user in Harvest, you can set the values extracted by the preceding AI feature as variables for each field, such as the name and email address.
■Notes
- Connect both Outlook and Harvest with Yoom.
- You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
- Note that the shortest available trigger interval varies by plan.
- Microsoft 365 (formerly Office 365) offers plans for home users and business users (Microsoft 365 Business). Authentication may fail if you are not subscribed to a business plan.
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No-Code API Actions
Executable API actions
Flowbot triggers
When a Specific Subject Email Is Received
When an Email Is Received
When an Event Is Registered in the Calendar
When a Calendar Event Is Added or Updated
When a Task Is Created
When an Email Is Received
New or Updated Expense
New Client
New Contact
New User
New Task
New Projects
New or Updated Time Entry
New or Updated Invoice
Flowbot operations
Create an Event in My Calendar
Create a Calendar
Create an Event in a Specified User's Calendar
Get Email Attachment Information
Download Email Attachments
Delete Event from a Specific User's Calendar
Update Event in a Specific User's Calendar
Delete Event from My Calendar
Update Event in My Calendar
Create Task (with Reminder Settings)
Create a Task (Reminders Not Supported)
Search Events in My Calendar
Search Events in a Specific User's Calendar
Find Meeting Times
Get Calendar View
Retrieve Mail Messages
Move Message
Retrieve a Specific Message
Flowbot triggers
When a Specific Subject Email Is ReceivedWhen an Email Is ReceivedWhen an Event Is Registered in the CalendarWhen a Calendar Event Is Added or UpdatedWhen a Task Is CreatedWhen an Email Is Received
Flowbot operations
Create an Event in My CalendarCreate a CalendarCreate an Event in a Specified User's CalendarGet Email Attachment InformationDownload Email AttachmentsDelete Event from a Specific User's CalendarUpdate Event in a Specific User's CalendarDelete Event from My CalendarUpdate Event in My CalendarCreate Task (with Reminder Settings)Create a Task (Reminders Not Supported)Search Events in My CalendarSearch Events in a Specific User's CalendarFind Meeting TimesGet Calendar ViewRetrieve Mail MessagesMove MessageRetrieve a Specific MessageSearch Messages in a Specific FolderUpdate MessageFind a Specified User's Free/busy ScheduleRetrieve a Specified User's Calendar ViewRetrieve a Specified Group's Calendar ViewRetrieve a List of Members in a Specified Group
Flowbot triggers
New or Updated ExpenseNew ClientNew ContactNew UserNew TaskNew ProjectsNew or Updated Time EntryNew or Updated Invoice
Flowbot operations
Create UserGet UserUpdate UserArchive UserCreate ClientUpdate ClientCreate ContactGet ContactCreate Time EntryStop Current Time EntryCreate Time Entry (Start & End Times)Restart Time EntryCreate TaskGet TaskUpdate TaskSearch ExpensesGet ExpenseCreate ExpenseFind InvoicesGet InvoiceCreate InvoiceList UsersList ContactsMore inspiration for you
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