Create a task in Harvest when a file matching specific conditions is added to Box

■Overview

Are you spending too much time manually creating Harvest tasks every time a specific file is stored in Box? With this workflow, you can connect Box and Harvest to automatically create a Harvest task whenever a file matching specific conditions is uploaded. Eliminate missed task creation and manual checks to streamline your project management.

■Who should use this template

• Teams looking to improve project management efficiency with Box and Harvest
• Teams that manually create Harvest tasks whenever files are uploaded to Box
• Teams aiming to standardize operations by automating task creation based on file types

■Benefits of using this template

• Harvest tasks are created automatically when files are uploaded to Box, reducing the time previously spent on manual task creation.
• Automating task creation based on specific conditions helps prevent human errors such as missed responses and incorrect entries, improving operational accuracy.

■Workflow

1. First, connect Box and Harvest to Yoom.
2. Next, select Box as the trigger and set the action to “When a file is uploaded to a folder.”
3. Then, add a branch operation and configure it to branch the process based on specific conditions, such as the file name.
4. Finally, select Harvest as the operation for when the conditions are met, and set the “Create Task” action to create a task.

※“Trigger”: An action that starts the workflow. “Operation”: An action that processes data within the workflow after the trigger is activated.

■Customize this workflow

• Set the conditions for branching based on your actual operations, such as file names or file types.
• Customize the names and details of the Harvest tasks to create, enabling automation that better fits your operations.

■Notes‍

• Connect both Harvest and Box to Yoom.
• You can select a trigger interval of 5, 10, 15, 30, or 60 minutes.
• Note that the shortest available trigger interval varies by plan.
• Branching is an operation available on the Mini plan and higher. On the Free plan, operations in workflows that use branching will result in an error.
• Paid plans, including the Mini plan, offer a two-week free trial. During the free trial, you can use apps and features (operations) that are subject to plan restrictions.