Register a client in Harvest from Slack
When a new client is confirmed in Slack, let Notis handle the initial Harvest record so project setup can follow.
Trigger
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Action
Create Client
Tool to create a new client. use after gathering client details to register a new client in harvest.
Why this helps
Client details can sit in a kickoff thread while the next project setup step waits on manual entry.
- Start client setup from the confirmation already in Slack.
- Reduce repeated entry of basic client information.
- Keep uncertain or duplicate client records out of Harvest.
Setup
Build it in a few focused steps.
- 1Connect Slack and Harvest to Notis once in the portal.
- 2Create an automation in the portal, or ask Notis in plain language to create a Harvest client from a confirmed new-client message.
- 3Tell Notis to require the details needed for a client record and to check for a likely existing client before creating one.
- 4Pick the Slack channel message trigger and choose a channel for run reports.
- 5Test with one real new-client confirmation and verify the resulting Harvest client.
Questions about this workflow
Will a prospect mention create a client?
The instruction should require an explicit confirmation that the client relationship is starting.
What if client details are incomplete?
Have Notis report the missing information so you can complete it before creating the record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Harvest. A trigger fires from one place; an action lands in another.
Slack triggers
Harvest actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Tool to create a new client. use after gathering client details to register a new client in harvest.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Client Contact
Tool to create a new client contact. use when you need to add a contact under an existing client. call after you've retrieved or confirmed the client id.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Create Estimate
Tool to create a new estimate. use after gathering client and line item details.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Create Estimate Item Category
Tool to create a new estimate item category in harvest. use after deciding to categorize line items within an estimate.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Create Estimate Message
Tool to create a new message for an estimate. use when you have an estimate id and want to send a message or run an event (send, accept, decline, re-open) on the estimate.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Create Expense
Tool to create a new expense entry. use when recording costs against projects. ensure either units or total cost is provided.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Create Invoice
Tool to create a new invoice. use when you have gathered all invoice details and need to bill a client in harvest.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Create Invoice Item Category
Tool to create a new invoice item category. use after you have decided on the category name to register it in harvest.
Connect any two apps with Notis in the middle.
Slack and Harvest, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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