Create an approved Harvest invoice by DM
Give Notis the approved billing details in a direct message and let it prepare the invoice record in Harvest.
Trigger
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Action
Create Invoice
Tool to create a new invoice. use when you have gathered all invoice details and need to bill a client in harvest.
Why this helps
A billing request can linger when its details are complete but still require another manual handoff.
- Create an invoice record from an explicit, complete request.
- Keep billing details together in one message.
- Get a run report when an approval or line item needs clarification.
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 invoice from a complete, approved billing DM.
- 3Tell Notis to require the client, line items, amounts, and explicit approval, and to report anything missing.
- 4Pick the Slack direct message trigger and choose a channel for run reports.
- 5Test with one real approved billing DM and review the invoice details in Harvest.
Questions about this workflow
Can Notis infer a missing amount from earlier messages?
For accurate billing, instruct Notis to report missing or uncertain amounts rather than infer them.
Is the invoice automatically sent?
The selected action creates an invoice record. Review it in Harvest before sending it separately.
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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