Integrate Harvest with Slack Using Pabbly Connect: A Step-by-Step Guide

Learn how to automate sending Slack messages for new timesheet entries in Harvest using Pabbly Connect. Follow this detailed tutorial for seamless integration. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Harvest and Slack Integration

To automate sending Slack messages for new timesheet entries in Harvest, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing up for a free account. Once registered, log in and navigate to the dashboard where you can create a new workflow.

Click on the ‘Create Workflow’ button and name your workflow, for example, ‘Harvest to Slack Automation’. After naming, click ‘Create’. This sets the stage for integrating Harvest with Slack through Pabbly Connect.

2. Configuring the Trigger with Harvest

In this section, you will set up the trigger event using Harvest in Pabbly Connect. From the trigger application options, select Harvest and choose the event as ‘New Timesheet Entry’. This means that every time a new entry is added in Harvest, it will trigger the workflow.

• Select Harvest as the trigger application.
• Choose the trigger event: New Timesheet Entry.
• Set the trigger to check for new entries every 10 minutes.

After selecting the trigger event, click on ‘Connect’ and choose ‘Add New Connection’. You will need to input your Harvest API token and account ID to establish this connection. Once connected, Pabbly Connect will capture the latest timesheet data for the next steps.

3. Configuring Slack to Receive Messages

Next, you will configure Slack as the action application in Pabbly Connect. Search for Slack and select it, then choose the action event as ‘Send Channel Message’. This allows you to send a message to your Slack channel whenever a new timesheet entry is created.

Click on ‘Connect’ and select ‘Add New Connection’. You will need to provide a token type, either user or bot. After selecting user as the token type, grant access to Pabbly Connect by allowing the necessary permissions. Once this connection is established, you can proceed to select the channel where messages will be sent.

4. Customizing the Slack Message

In this step, you will customize the Slack message that will be sent. Select the channel where you want to send the message, such as ‘PAB Team’. You can type a standard message like ‘Hello team, we got a new entry in our timesheet for’ and then map the details from the previous step.

• Map the project name from the Harvest data.
• Include the date of work and time spent.
• Add the client’s name and any notes you included in Harvest.

Once you have customized the message, click on ‘Save and Send Test Request’. This will send a test message to your selected Slack channel, confirming that the integration is working correctly through Pabbly Connect.

5. Finalizing Your Automation Workflow

After testing the Slack message, your automation is nearly complete. Review the test message received in Slack to ensure it includes all the mapped details correctly. This confirms that Pabbly Connect is functioning as intended.

Once you are satisfied with the setup, click on ‘Save’ to finalize your workflow. From now on, every new timesheet entry in Harvest will automatically trigger a message in your Slack channel, keeping your team updated without any manual effort.

Conclusion

In this tutorial, you learned how to use Pabbly Connect to automate sending Slack messages for new timesheet entries in Harvest. This integration saves time and keeps your team informed effortlessly. Start using Pabbly Connect today to enhance your workflow automation.