Create a task in Harvest when a Discord post matches specific conditions
Create a task in Harvest when a Discord post matches specific conditions
Launch this workflow to connect
Discord &
Harvest
!
■Overview
Do you find it time-consuming to manually register tasks generated in Discord in Harvest, your time management tool? This workflow reduces that burden by automatically creating tasks in Harvest when specific posts are made in Discord. Prevent missed registrations and transcription errors, and streamline task management by connecting Discord with Harvest.
■Recommended for
- Teams that use both Discord and Harvest and want to eliminate duplicate data entry
- Team leaders who want to prevent omissions and errors when transferring requests from Discord to Harvest
- Teams that want to connect Harvest and Discord to improve operational efficiency through automated task management
■Benefits of using this template
- Harvest tasks are automatically created when specific Discord messages are posted, reducing the time previously spent registering tasks manually
- Helps prevent human errors, such as input mistakes during manual task registration and overlooking important requests
■Workflow
- First, connect Discord and Harvest to Yoom
- Next, select Discord as the trigger and set the “When a message is sent in a channel” action
- Next, use the branching feature to set the conditions for posts that should be converted into tasks, such as posts containing specific keywords
- Next, set the AI feature’s “Extract data from text” action to extract the task name and other required information from the post content
- Finally, set Harvest’s “Create Task” action as an operation to automatically create a task based on the extracted information
※ “Trigger”: An action that initiates the workflow. “Operation”: An action that processes information within the workflow after the trigger starts.
■Customization options
- In the branching settings, define the conditions for which posts should trigger task creation, such as keywords or senders
- Customize which items to extract from Discord messages using the AI feature and the details of the Harvest tasks created from that information to match your operations
■Notes
- Connect both Harvest and Discord to Yoom.
- You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
- Available minimum trigger intervals vary by plan.
- Branching is an available feature (operation) on the Personal plan and above. On the Free plan, configured workflow operations will result in an error.
- Paid plans, such as the Personal plan, include a two-week free trial. During the free trial, you can use apps and features (operations) that are subject to plan restrictions. For details, see the pricing plans page.
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About the Apps
Templates using
Discord
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Templates using
Harvest
This is a business workflow that automatically sends a notification to Microsoft Teams when a new user is added to Harvest. It enables quick information sharing within the team, strengthens collaboration, and facilitates prompt responses.
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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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When there is a new response in the Yoom form, it is added to a Google Spreadsheet, and a notification of its content is sent to Discord. This flow allows for the automatic accumulation of form response information, eliminating the need to manually notify Discord of the response content, and ensuring that the latest information is captured and shared without any omissions.
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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