Flag a Slack request for Harvest task setup
A reaction can mark a project request as ready for Harvest, so task setup does not rely on remembering it after the conversation moves on.
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 Task
Tool to create a new task. use after identifying task details to register it in harvest.
Why this helps
Decisions can get lost when there is no clear handoff from discussion to project setup.
- Give a specific request a clear handoff signal.
- Keep the task tied to its original Slack conversation.
- Avoid task creation from unapproved or vague ideas.
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 task when you add a chosen reaction to a clear project request.
- 3Tell Notis to require a definite task and project and to report possible duplicates or missing details.
- 4Pick the Slack message reaction trigger and choose a channel for run reports.
- 5Test by reacting to one real project request with a clear task description.
Questions about this workflow
Can I choose which reaction marks a request as ready?
Describe the reaction in the instruction so Notis knows which signal to look for.
What should the Slack message include?
It should identify a specific task and the Harvest project where that task belongs.
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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