Create a task in Harvest based on a Discord message.
Create a task in Harvest based on a Discord message.
Launch this workflow to connect
Discord &
Harvest
!
■Overview
Are you manually adding tasks created from active Discord discussions to Harvest later? This manual process is not only time-consuming but can also lead to human errors such as missing information or transcription mistakes. With this workflow, posts in a specific Discord channel trigger the automatic creation of tasks in Harvest, helping reduce these issues and streamline the connection between communication and task management.
■Who Should Use This Template
- Teams managing tasks or time tracking in Harvest based on discussions in Discord
- Team leaders who manually coordinate information between Discord and Harvest and feel this process is inefficient
- Project managers who want to manage requests from communication tools as tasks while reducing omissions
■Benefits of Using This Template
- Tasks are automatically created in Harvest when a Discord post is detected, reducing the time previously spent manually transferring information
- Prevent human errors such as missing information or forgetting to register tasks, which can occur during manual task entry, and improve operational accuracy
■Workflow
- First, connect Discord and Harvest with Yoom
- Next, select Discord as the trigger, set the action to “When a message is sent in a channel,” and specify the channel to monitor
- Then, configure the AI feature “Extract data from text” as an operation to extract the task name and other required information from the Discord post
- Finally, configure Harvest’s “Create Task” action as an operation to create a task based on the extracted information
※“Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts
■Customization Options
- In the AI feature settings, choose which information to extract from Discord posts, such as the task name and due date
- In the action for creating a task in Harvest, specify which project to add the task to and which task fields should be populated with the extracted information
■Notes
- Connect both Harvest and Discord 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.
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About the Apps
Templates using
Discord
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Templates using
Harvest
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Connect Harvest and Discord with Yoom to automatically notify a specified channel when a new task is created. Reduce manual updates and missed communications, keep work moving smoothly, and prevent misalignment through seamless information sharing.
About the apps you use
Discord
It is possible to automate various tasks by integrating with Discord's API without code. For example, you can automatically send messages or files to any text channel on Discord.
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Add responses to a Google Spreadsheet when there is a form submission and send a notification to Discord.
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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Connect Harvest and Discord with Yoom to automatically notify a specified channel when a new task is created. Reduce manual updates and missed communications, keep work moving smoothly, and prevent misalignment through seamless information sharing.
Notify Discord when a task is added in Harvest
No-Code API Actions
Executable API actions
Flowbot triggers
When a Message Is Sent in a Channel
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
Send Message
Send File
Create Channel
Close Channel
Create Direct Message Channel
Search Users in a Server
Change Channel Name
Remove User from Server
Create Invite URL for Channel
Create Thread in Forum Channel
Create Thread from Message
Send Message in Thread
Download Files in a Message
Assign a Specific Role to a User
Overwrite a User's Roles
Remove a Role from a User
Get Role Information
Get Server Channels
Flowbot triggers
When a Message Is Sent in a Channel
Flowbot operations
Send MessageSend FileCreate ChannelClose ChannelCreate Direct Message ChannelSearch Users in a ServerChange Channel NameRemove User from ServerCreate Invite URL for ChannelCreate Thread in Forum ChannelCreate Thread from MessageSend Message in ThreadDownload Files in a MessageAssign a Specific Role to a UserOverwrite a User's RolesRemove a Role from a UserGet Role InformationGet Server ChannelsGet Server ThreadsGet Text Channel MessagesGet a Specific MessageGet Messages in a Thread
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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