Mark a Slack kickoff ready for Harvest
Use a simple reaction as the handoff from an agreed kickoff to a new Harvest project.
Trigger
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Action
Create Project
Tool to create a new project. use after confirming the client exists.
Why this helps
New project setup can be delayed when a clear decision still needs a separate admin reminder.
- Make the setup handoff visible in the kickoff thread.
- Start tracking without a separate reminder to create the project.
- Require a confirmed client and project before acting.
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 project when you mark a confirmed kickoff with a chosen reaction.
- 3Tell Notis to require the existing client and clear project details, and to report missing information or likely duplicates.
- 4Pick the Slack message reaction trigger and choose a channel for run reports.
- 5Test by reacting to one real confirmed kickoff and verify the project in Harvest.
Questions about this workflow
Does reacting approve an undecided project?
Use the reaction only after the kickoff is confirmed; the prompt can limit action to clearly approved project details.
What if the client is missing from Harvest?
Notis should report that prerequisite so you can confirm or create the client before project setup.
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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