Scriptera
Harvest and Keap automations — Documents
Ready-made scenarios where Harvest and Keap work for you (documents): pick one — a copy appears in your account and runs on its own.
18 scenarios
- Updated invoices in harvest — Orders in Keap
- New contacts in Keap — Invoices in Harvest
- Updated contacts in Keap — Customers in Harvest
- New invoices in Harvest — Orders in Keap
- New form responses in Formstack — Sending emails in Keap — variant 3
- New invoices in Harvest — Contacts in Keap
- Updated contacts in Keap — Invoices in Harvest
- New invoices in Harvest — Updating contacts in Keap
- New orders in Keap — Invoices in Harvest
- New invoices in Harvest — Emails in Keap
- New invoices in Harvest — Tags in Keap
- New orders in WooCommerce — Invoices in Harvest
- Updated invoices in Harvest — Contacts in Keap
- Text from chat photos, straight into a sheet
- Invoices from an order form — issued and sent automatically
- An invoice to the client — from one status change
- Contract renewal reminders: an email to the client, a task for the rep
- Invoice intake with reading, risk checks and approval
