Add a billing update to Harvest from Slack
Keep a specific invoice update attached to its Harvest record when the wording and invoice are clear in Slack.
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 Invoice Message
Tool to create a new message for an invoice. use after confirming the invoice id when you need to notify a client with invoice details.
Why this helps
Invoice context can become scattered when updates stay in a project channel instead of the billing record.
- Keep the update with the relevant invoice.
- Reduce searching across channels for billing context.
- Require clear invoice identity and approved wording.
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 add an approved Slack update to the identified Harvest invoice.
- 3Tell Notis to act only when the invoice and client-ready message are clear, and report any uncertainty before creating the message.
- 4Pick the Slack channel message trigger and choose a channel for run reports.
- 5Test with one real invoice update and verify the message is attached to the right invoice.
Questions about this workflow
Will this send a new invoice?
No. This action adds a message to an existing invoice, which must be clearly identified.
Can it use a draft update?
Tell Notis to add only approved wording, and to report messages that still need review.
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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