How to automatically send Slack direct messages when a Harvest invoice is updated is an automation tool that lets you automate actions across Slack, Harvest, and many other apps. In this guide, we'll show you how to automatically send DM in Slack for each invoice updated in Harvest using
Harvest logoHarvest > Slack
Last triggered
Harvest logoInvoice updated
Slack logoSend DM

Set the Harvest trigger as “Invoice updated”

Once you have finished creating your playbook, the next step would be to begin with the first action. A playbook always starts with a trigger, which is responsible for detecting changes in your connected applications and responding accordingly.

Add the Harvest trigger to initiate your playbook's actions when invoices are updated. Click "Add trigger" in your playbook and choose "Invoice updated" from the dropdown menu under Harvest. This will allow your playbook to automatically identify newly updated invoices and trigger necessary actions.

If you still need to connect your Harvest account to yet, a prompt will guide you through the process.


Add the “Send DM” step in Slack

Integrate Slack automation into your playbook to ensure that you receive timely updates when a Harvest invoice is updated.

Select "Add Step" and then find the "Send DM" automation for Slack. Enter all the required details, including the receiver's name, and the message body containing detailed information.

If you still need to connect your Slack account to, you will be prompted to complete that connection. Ensure that you allow the necessary permissions for to send direct messages through your Slack account.


Activate your playbook

Activating your playbook is the last step in the process. Once you turn it on, it will automatically send Slack direct messages when a Harvest invoice is updated without requiring manual intervention.

To activate your playbook, click the toggle button at the header. Before activating, we recommend performing a test run of your playbook to ensure all the steps work seamlessly together.

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Automatically send Slack messages to a channel when a new user is created in Harvest

In today's fast-paced world, staying connected with your team is not just a convenience but a must-have strategy for achieving success. However, keeping everyone up-to-date with the latest updates can be a daunting challenge amid daily operations. Imagine this scenario: You've just brought on a new member to your team using Harvest, but with a streamlined notification process, critical details may stay intact, leaving them feeling disconnected and your team's productivity intact. This communication gap not only slows down progress but also hinders the collaborative spirit that drives success. But don't worry, is here to save the day! It's the dynamic solution to all your team's notification needs. With, you can bid farewell to the frustration of missed updates and welcome a new era of seamless communication. automatically sends Slack messages whenever a new user is created in Harvest, keeping everyone in the loop effortlessly and efficiently. No more missed notifications or overlooked details. With, communication becomes a well-oiled machine, driving your team towards greater synergy and productivity. Say goodbye to the chaos of disjointed workflows and hello to a future where every team member is informed, engaged, and ready to tackle the challenges ahead. In this guide, we'll show you how to set this integration up. Let's get started!

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