Start new client work with a project record already in place
Once a kickoff is confirmed, send the details to Telegram. Notis can create the Harvest project when the client and project information are clear, helping the setup keep pace with the work.
Trigger
New Message Received
Triggered when your bot receives a new message in a private chat, group, or supergroup. To receive every message in a group, Privacy Mode must be disabled for the bot in BotFather.
Action
Create Project
Tool to create a new project. use after confirming the client exists.
Why this helps
New work starts before anyone has set up the project, so time and costs have nowhere consistent to go.
- Create a Harvest home for confirmed work sooner.
- Avoid re-entering kickoff details by hand.
- Keep unconfirmed or incomplete project requests from creating stray records.
Setup
Build it in a few focused steps.
- 1Connect Telegram and Harvest to Notis once in the portal.
- 2Create a new automation in the portal, or ask Notis to configure it conversationally.
- 3Give one plain-language instruction to create a Harvest project from confirmed kickoff messages only after the client and project details are clear.
- 4Pick New Message Received as the trigger and choose a channel for run reports.
- 5Test using a confirmed kickoff and verify the client association in Harvest.
Questions about this workflow
Should a casual project idea create a Harvest project?
No. Set the instruction to require a confirmed kickoff and sufficient client and project details before creating the record.
What if the client does not exist yet?
Have Notis ask you to resolve or create the client first rather than guessing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Telegram to Harvest. A trigger fires from one place; an action lands in another.
Telegram 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 Message Received
Triggered when your bot receives a new message in a private chat, group, or supergroup. To receive every message in a group, Privacy Mode must be disabled for the bot in BotFather.
Create Estimate
Tool to create a new estimate. use after gathering client and line item details.
New Channel Post
Triggered when a new post is published to a channel where your bot is an administrator.
Create Estimate Item Category
Tool to create a new estimate item category in harvest. use after deciding to categorize line items within an estimate.
Callback Query Received
Triggered when a user taps an inline keyboard button attached to one of your bot's messages.
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 Edited
Triggered when a message in a chat your bot can see is edited by its sender.
Create Expense
Tool to create a new expense entry. use when recording costs against projects. ensure either units or total cost is provided.
New Chat Member
Triggered when a new member joins a group or supergroup the bot belongs to, including when the bot itself is added.
Create Invoice
Tool to create a new invoice. use when you have gathered all invoice details and need to bill a client in harvest.
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.
Telegram and Harvest, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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