Create a task in Harvest when a Microsoft Teams post meets specific conditions
Create a task in Harvest when a Microsoft Teams post meets specific conditions
Launch this workflow to connect
Microsoft Teams &
Harvest
!
■Overview
Task requests in Microsoft Teams are convenient, but do they sometimes get buried in messages or fail to be registered in Harvest, your time-tracking tool, due to manual entry errors? Although these communications and data-entry tasks may seem minor, they are important and time-consuming.
This workflow automatically creates a task in Harvest when a post is sent to a specific Microsoft Teams channel. By connecting Harvest and Microsoft Teams, you can streamline the entire task management process and boost team productivity.
This workflow automatically creates a task in Harvest when a post is sent to a specific Microsoft Teams channel. By connecting Harvest and Microsoft Teams, you can streamline the entire task management process and boost team productivity.
■Who Should Use This Template
- Anyone who manually enters requests received in Microsoft Teams into Harvest and wants to save time
- Team leaders who want to connect Harvest and Microsoft Teams to automate task management
- Anyone who wants to prevent missed or delayed task registrations caused by manual work and improve the accuracy of time tracking
■Benefits of Using This Template
- Tasks are automatically created in Harvest when a post is sent in Microsoft Teams, reducing the time previously spent on manual registration
- Reduce the risk of human error, such as overlooking requests or making transcription mistakes, and accurately reflect request details in Harvest
■Workflow Steps
- First, connect Microsoft Teams and Harvest to Yoom
- Next, select Microsoft Teams as the trigger and set the action to “When a message is sent to a channel”
- Next, configure a branch in the operation settings so that only messages meeting specific conditions proceed to the subsequent steps
- Next, use the AI feature’s “Extract data from text” action to extract the information required for the task from the Microsoft Teams post
- Finally, configure Harvest’s “Create Task” action in the operation settings to create a task based on the extracted information
※“Trigger”: An action that starts the workflow. “Operation”: An action that processes data within the workflow after the trigger runs.
■Customization Options
- Set the conditions for messages that should trigger task creation when configuring the branch. For example, you can specify a keyword such as “#Request” or a mention from a specific member as a condition
- Customize the information extracted by the AI feature and the task details created in Harvest based on that information. For example, you can extract the task name and assignee from the post and map them to the corresponding Harvest fields
■Notes
- Connect both Harvest and Microsoft Teams to Yoom.
- You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
- Available minimum trigger intervals vary 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, the configured workflow operation will result in an error.
- Paid plans, including the Personal plan, come with a 2-week free trial. During the free trial, you can use apps and features (operations) that are restricted by plan. For details, see the Plans and Pricing page.
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No-Code API Actions
Executable API actions
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
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
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
Flowbot triggers
When a Message Is Sent to a ChannelWhen a Message Is Sent to a ChatWhen an Event Is Added to the CalendarWhen a Message with a File Is Sent to the ChannelWhen a Reply Is Posted in a Specific Message Thread
Flowbot operations
Get TeamsGet Team MembersGet Channel ListPost a Message to a ChannelSend Message to ChatRetrieve a List of ChatsCreate ChannelPost a Message to a Channel (Mention a Channel)Get User PresenceReply to a Message Posted to a ChannelCreate a Calendar EventGet Folder InformationDownload FileAdd Member to TeamGet Replies to a Specific MessageGet Messages in a Specific ChannelGet User InformationUpdate Calendar EventGet Events[For Next Page Link] Get EventsCreate a TeamDownload Meeting Recording DataGet Meeting InformationGet Meeting Recording ListRequest ApprovalGet Approval ListCancel ApprovalRetrieve a Message in a Specific Channel
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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