How to automatically send Slack direct messages when tasks in Harvest are updated

Relay.app 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 task updated in Harvest using Relay.app.
Harvest logoHarvest > Slack
Trigger
Last triggered
Harvest logoTask updated
Slack logoSend DM
1

Set the Harvest trigger as “Task 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 for every task update. Click "Add trigger" in your playbook and choose "Task updated" from the dropdown menu under Harvest. This will allow your playbook to automatically identify newly updated tasks and trigger necessary actions.

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

2

Add the “Send DM” step in Slack

Integrate Slack automation into your playbook to ensure that you receive timely updates when tasks in Harvest are 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 Relay.app, you will be prompted to complete that connection. Ensure that you allow the necessary permissions for Relay.app to send direct messages through your Slack account.

3

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 tasks in Harvest are 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.

More how-to guides featuring Slack and Harvest

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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, Relay.app is here to save the day! It's the dynamic solution to all your team's notification needs. With Relay.app, you can bid farewell to the frustration of missed updates and welcome a new era of seamless communication. Relay.app 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 Relay.app, 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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