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Harvest Microsoft Teams
Send a notification to Microsoft Teams when a task matching specific conditions is added in Harvest
Try this template
Harvest Microsoft Teams

Send a notification to Microsoft Teams when a task matching specific conditions is added in Harvest

Launch this workflow to connect Harvest & Microsoft Teams !
Try this template
■Overview
Do you manually share updates with your team whenever a new task is added in Harvest, your project management tool? Manual sharing not only takes time but can also lead to important tasks being overlooked. This workflow automatically notifies a designated Microsoft Teams channel whenever a task matching specific conditions is added in Harvest. By integrating Harvest with Teams, you can streamline task sharing and help boost team productivity.
■Who is this template for?
  • Managers who use Harvest and Microsoft Teams for project management
  • Anyone who finds manual task sharing time-consuming and wants to streamline information sharing with their team
  • Team members who want to prevent important tasks from being missed and keep projects moving smoothly
■Benefits of using this template
  • Microsoft Teams sends a notification automatically whenever a task is added to Harvest, reducing the time previously spent sharing updates manually.
  • Because the system sends notifications automatically, it helps prevent human errors such as forgetting to send notifications or missing important updates, ensuring reliable information sharing.
■Flow bot steps
  1. First, connect Harvest and Microsoft Teams to Yoom.
  2. Next, select Harvest as the trigger and set the action to “When a new task is added.”
  3. Then, configure branching in the operation settings so that subsequent actions run only when a task meets specific conditions.
  4. Finally, set the Microsoft Teams “Send a message to a channel” action in the operation settings to notify the designated channel with the task details.
※ “Trigger”: An action that starts the flow. “Operation”: An action that processes information within the flow after the trigger runs.
■Customization options
  • Set conditions that fit your workflow, such as notifying the team only about tasks that include a specific project name or client name.
  • Customize the Microsoft Teams notification freely by combining information retrieved from Harvest, such as the task name and due date, so that team members can easily understand it.
■Notes‍
  • Connect both Harvest and Microsoft Teams to Yoom.
  • You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
  • Note that the shortest trigger interval varies by plan.
  • Microsoft 365 (formerly Office 365) offers plans for home users and businesses (Microsoft 365 Business). Authentication may fail if you are not subscribed to a business plan.
  • Branching is an operation available on the Personal plan and higher. On the Free plan, configured flow bot operations will result in errors.
  • Paid plans, including the Personal plan, offer a two-week free trial. During the free trial, you can use apps and features (operations) that are restricted on your plan. For details, see the Pricing Plans page.
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About the Apps
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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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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No-Code API Actions
Executable API actions
All
Harvest
Microsoft Teams
Flowbot triggers
    New or Updated Expense
    New Client
    New Contact
    New User
    New Task
    New Projects
    New or Updated Time Entry
    New or Updated Invoice
    When a Message Is Sent to a Channel
    When a Message Is Sent to a Chat
    When an Event Is Added to the Calendar
    When a Message with a File Is Sent to the Channel
    When a Reply Is Posted in a Specific Message Thread
Flowbot operations
    Create User
    Get User
    Update User
    Archive User
    Create Client
    Update Client
    Create Contact
    Get Contact
    Create Time Entry
    Stop Current Time Entry
    Create Time Entry (Start & End Times)
    Restart Time Entry
    Create Task
    Get Task
    Update Task
    Search Expenses
    Get Expense
    Create Expense
    Find Invoices
    Get Invoice
    Create Invoice
    List Users
    List Contacts
    Get Teams
    Get Team Members
    Get Channel List
    Post a Message to a Channel
    Send Message to Chat
    Retrieve a List of Chats
    Create Channel
    Post a Message to a Channel (Mention a Channel)
    Get User Presence
    Reply to a Message Posted to a Channel
    Create a Calendar Event
    Get Folder Information
    Download File
    Add Member to Team
    Get Replies to a Specific Message
    Get Messages in a Specific Channel
    Get User Information
    Update Calendar Event
    Get Events
    [For Next Page Link] Get Events
    Create a Team
    Download Meeting Recording Data
    Get Meeting Information
    Get Meeting Recording List
    Request Approval
    Get Approval List
    Cancel Approval
    Retrieve a Message in a Specific Channel
Flowbot triggers
    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 User
    Get User
    Update User
    Archive User
    Create Client
    Update Client
    Create Contact
    Get Contact
    Create Time Entry
    Stop Current Time Entry
    Create Time Entry (Start & End Times)
    Restart Time Entry
    Create Task
    Get Task
    Update Task
    Search Expenses
    Get Expense
    Create Expense
    Find Invoices
    Get Invoice
    Create Invoice
    List Users
    List Contacts
Flowbot triggers
    When a Message Is Sent to a Channel
    When a Message Is Sent to a Chat
    When an Event Is Added to the Calendar
    When a Message with a File Is Sent to the Channel
    When a Reply Is Posted in a Specific Message Thread
Flowbot operations
    Get Teams
    Get Team Members
    Get Channel List
    Post a Message to a Channel
    Send Message to Chat
    Retrieve a List of Chats
    Create Channel
    Post a Message to a Channel (Mention a Channel)
    Get User Presence
    Reply to a Message Posted to a Channel
    Create a Calendar Event
    Get Folder Information
    Download File
    Add Member to Team
    Get Replies to a Specific Message
    Get Messages in a Specific Channel
    Get User Information
    Update Calendar Event
    Get Events
    [For Next Page Link] Get Events
    Create a Team
    Download Meeting Recording Data
    Get Meeting Information
    Get Meeting Recording List
    Request Approval
    Get Approval List
    Cancel Approval
    Retrieve a Message in a Specific Channel
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