Harvest and Microsoft Outlook automations — Customer Support

Ready-made scenarios where Harvest and Microsoft Outlook work for you (customer support): pick one — a copy appears in your account and runs on its own.

21 scenarios

Starting soon: events in microsoftOutlook — Deleting users in Harvest
New form responses in Formstack — Updating users in Harvest
Found: files in Microsoft Outlook — Customers in Harvest
New contacts in Microsoft Outlook — Updating users in Harvest
Found: files in Microsoft Outlook — Deleting users in Harvest
Support email sorts itself and becomes tasks
A form request into a tracker issue
Turn support emails into tracker tickets automatically
Support emails become tracker issues automatically
Triaged support: replies and bug tickets
Tickets prioritized by importance, tasks created for you
Stuck tickets, followed up automatically
Smart support triage with Harvest
Tell customers their bug is fixed — the moment the issue closes
Customer feedback sorted into themes, tasks and a weekly report
A full new-client welcome after the form
Website enquiries: contact, ticket and reply with no manual entry
Support tickets turned into a prioritized engineering backlog
Feedback from every channel into a prioritized queue
Tester feedback triage: tickets, knowledge base and a reply to the author
Feedback triage and customer replies — automatically