Affinity and Harvest automations

Ready-made scenarios where Affinity and Harvest work for you: pick one — a copy appears in your account and runs on its own.

58 scenarios

Affinity people feed your Harvest audiences
Rows in Affinity become tasks in Harvest
New Affinity contacts show up in Harvest
New Affinity projects become tasks in Harvest
New rows in Affinity — tasks in Harvest
Affinity submissions become tasks in Harvest
Affinity customers land in your address book
Documents from storage sent to accounting
CRM contacts pushed into ad audiences
New CRM deal, task in your task manager
New lead in Affinity becomes a task in Harvest
New Affinity rows — contacts in Harvest
A spreadsheet row becomes a task
Records from Affinity become tasks in Harvest
Deal moves a stage in Affinity — a task appears in Harvest
New Affinity contacts — into Harvest audiences
Affinity entries — into Harvest
Contacts from Affinity into Harvest audiences
Contacts synced into accounting
Copy Affinity entries into Harvest
New Harvest land in Affinity by themselves
Tasks from one Affinity land on the other board
Text from chat photos, straight into a sheet
A closed deal — instantly a customer in billing
Route each new order into your CRM, invoices, and mailing list
Leads scored and routed to a rep — straight from the form
A personalized sales proposal from a table row, ready and sent
Win back abandoned Shopify carts by email and in CRM
Form feedback turned into tasks across your trackers
New-lead handling: CRM entry, team alert and reminder
Tickets prioritized by importance, tasks created for you
Data-load failure monitoring with tasks and alerts
Feedback sorted by sentiment — and every complaint becomes a ticket
Topic legislation tracker with tasks
Urgent emails from key clients, turned straight into tasks
Scoring and routing leads from form submissions
New-issue triage: task, notification, reply to the author, and a logged row
A lead replies — the CRM card updates and a task lands on a rep
Stripe invoices from your wholesale orders table
Meeting attendance: a log, the late list and a summary in your chat
Failed-login detection with tickets and alerts
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Invoice intake with reading, risk checks and approval
Your agency's real profit — in chat every day
Incident response — ticket, alert, and report in seconds
Release notes from closed tasks — published everywhere at once
Content ideas from your audience's real pain points
Route change requests by the rules — no manual triage
Reorder recommendations from your stock table — automatically
Change request routing: tickets, audit trail and notifications
Customer feedback sorted into themes, tasks and a weekly report
Incoming lead sorting and routing — automatically
Lead verification, enrichment and sorting — automatically
Tester feedback triage: tickets, knowledge base and a reply to the author
Action-emails — straight onto your to-do list
Feedback triage and customer replies — automatically
Every sale — logged, a ping to you and a thank-you to the buyer
AI marketing outreach with reply handling — on autopilot