Send a message to Twist about a new invoice in Harvest

Streamline your invoicing notifications with the "Send a Message to Twist about a New Invoice in Harvest" workflow, designed to automatically bridge Harvest and Twist for seamless team communication. This powerful automation triggers instantly whenever a new invoice is created in Harvest—your go-to tool for time tracking and billing—and dispatches a tailored message directly to your Twist workspace. Say goodbye to manual updates: no more copying invoice details or chasing down team members. The primary purpose is to keep your entire team informed in real-time about fresh invoices, ensuring everyone stays aligned on financials without lifting a finger. Key features include a reliable Harvest "New Invoice" trigger that captures essential details like client name, invoice amount, due date, and status. It then formats and sends a customizable message to a specific Twist channel or conversation, complete with links to the invoice for quick access. Built on Make.com's intuitive no-code platform, setup takes minutes—simply connect your accounts, tweak the message template, and activate. Advanced capabilities allow filtering by invoice type or value, adding attachments like PDFs, or even conditional logic to notify only relevant stakeholders. Freelancers, agencies, and small teams managing client billing will love this workflow, especially those already using Harvest for projects and Twist for collaboration. Common use cases include alerting sales reps to follow up on new bills, prompting accounting for reviews, or looping in project managers for timeline adjustments. By automating these repetitive tasks, you save hours weekly, minimize oversight errors, and boost cash flow efficiency—transforming invoicing from a chore into a competitive edge. (248 words)

Platform

Make

Category

Notifications

Price

Free

Creator

Jose Maurino

• automation
• make
• harvest
• twist