ClickUp and Harvest automations

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

51 scenarios

New project in ClickUp appears in Harvest
Work tasks copy into your personal Harvest
Tasks from one ClickUp land on the other board
Personal tasks flow into the team ClickUp
Tasks from one Harvest — copied into the other Harvest
Copy tasks from one Harvest to another
Personal ClickUp tasks flow into the team ClickUp
Move tasks from one Harvest to the one you actually use
Tasks from one task manager, mirrored in the other
Contacts from Harvest into ClickUp audiences
Tasks sync into your other Harvest
Tasks from one Harvest appear in the other
New Harvest land in ClickUp by themselves
New Harvest contacts — into ClickUp audiences
Tasks from one Harvest mirrored in the other
Tasks copied into your second task manager
Text from chat photos, straight into a sheet
Accounting invoices — in a sheet on their own, in real time
All work accounts for a new hire from one form
Lead scoring and routing: hot leads straight to sales
Win back abandoned Shopify carts by email and in CRM
An invoice to the client — from one status change
Contacts tagged by role and seniority — automatically
Feedback sorted by sentiment — and every complaint becomes a ticket
Data-load failure monitoring with tasks and alerts
Topic legislation tracker with tasks
A lead replies — the CRM card updates and a task lands on a rep
Scoring and routing leads from form submissions
Stripe invoices from your wholesale orders table
Capture and route leads from every channel
Failed-login detection with tickets and alerts
Score event RSVPs and route them to sales
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
Reorder recommendations from your stock table — automatically
Route change requests by the rules — no manual triage
Change request routing: tickets, audit trail and notifications
Tell customers their bug is fixed — the moment the issue closes
Customer feedback sorted into themes, tasks and a weekly report
Incoming lead sorting and routing — automatically
Auto-booking demos for high-intent leads
Tasks from your meeting recording, straight into the tracker
Lead verification, enrichment and sorting — automatically
Personal emails to new contacts — built from their own socials
Emailed invoices — into your books, 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
AI marketing outreach with reply handling — on autopilot