Scriptera
Harvest and LoneScale automations — Documents
Ready-made scenarios where Harvest and LoneScale work for you (documents): pick one — a copy appears in your account and runs on its own.
13 scenarios
- New leads in LoneScale — Invoices in Harvest
- Updated contacts in LoneScale — Invoices in Harvest
- Updated invoices in Harvest — Records in LoneScale
- New leads in LoneScale — Finding emails in Gmail — variant 2
- New lists in LoneScale — Invoices in Harvest
- New invoices in Harvest — Updating contacts in LoneScale
- Updated invoices in harvest — Records in LoneScale
- New records in LoneScale — Expenses in Harvest
- New invoices in Harvest — Lists in LoneScale
- Updated contacts in LoneScale — Customers in Harvest
- Closed deals from pipedrive — an invoice in Harvest and a record in the base
- Text from chat photos, straight into a sheet
- Invoice intake with reading, risk checks and approval
