This automation scenario allows you to connect Harvest and Slack
It can be build using Ifttt, a no-code workflow automation tool. Ifttt allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Harvest and Slack can also be integrated using automation tools other than ifttt:
When this trigger fires in Harvest
This Trigger fires every time you create a new project on Harvest.
Then this action happens in Slack
This Action will post a message to the channel you choose in Slack.
This guide contains information on how to set up an automatic workflow that allows to Harvest Creation to Slack.
Part I
First, we need to connect Harvest and Slack to IFTTT.
Create IFTTT account.
Create IFTTT account if you don't have one.
Connect Harvest to IFTTT.
Give IFTTT access to your Harvest account, using Harvest credentials.
Connect Slack to IFTTT.
Give IFTTT access to your Slack account, using Slack credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of IFTTT.
Set up a Trigger action for Harvest
Choose the following trigger: Project created (This Trigger fires every time you create a new project on Harvest.).
Then set up an Action for Slack
Choose this action: Post to channel (This Action will post a message to the channel you choose in Slack.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Harvest and Slack.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Harvest Creation to Slack!
New message in channels (instant)
Triggers when a new message is posted to a specific #channel you choose.
Triggers when you save a message.
Triggers when you click the "Push to Zapier" button from a message in Slack.
Triggers when a new Slack user is created / first joins your org.
Triggers when a username or highlight word is mentioned in a public #channel.
Creates a project.
Adds a new task.
Create timesheet entry
Start time entry
Stop time entry
This Action will create a new task in the project you choose. NOTE: You must be an Admin in Harvest to do so.
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IFTTT helps to create applications connections with a simple statement: if this then that. For example: "Tweet your Instagrams as native photos on Twitter". You define a task by a trigger and an action.