Make Finance Pack — 10 Workflows
Automate Harvest-to-Slack notifications for invoices, projects, and contacts.
What This Pack Does
This pack bundles 10 Make workflows that connect Harvest and Slack to automate finance-related notifications. The workflows automatically send Slack messages when new invoices, projects, or contacts are created in Harvest. Specifically, three workflows notify Slack of new Harvest invoices, two notify Slack of new Harvest projects, one notifies Slack of new Harvest contacts, and one sends a Slack message about a new project in Harvest. The remaining workflows provide similar functionality, ensuring your team stays informed in real-time without manual checks. All workflows are customizable and importable into Make, allowing you to tailor triggers and messages to your needs. Together, they create a cohesive set for keeping your finance team updated on key Harvest events directly in Slack.
Who It's For
This pack is for finance teams, project managers, and operations professionals who use Harvest for time tracking, invoicing, and project management. It's ideal for teams that rely on Slack for communication and want to automate notifications about financial events like new invoices or project updates. Freelancers and small business owners managing their own finances will also benefit from reduced manual monitoring.
Highlights
- Automate Slack alerts for new Harvest invoices
- Get instant Slack notifications for new projects
- Stay updated on new Harvest contacts in Slack
- Customizable workflows importable into Make
- Connects Harvest and Slack for real-time updates
Included Workflows(5)
Example Use Case
Imagine a finance team at a marketing agency using Harvest to track billable hours and send invoices. When a new invoice is created, a workflow automatically posts a Slack message in the #finance channel, alerting the team to review and send it. Simultaneously, when a new project is added in Harvest, another workflow notifies the project manager in Slack, so they can assign resources. A new contact added in Harvest triggers a Slack update to the sales team, ensuring everyone stays aligned without checking Harvest manually.
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