Compass and Harvest automations

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

65 scenarios

Contacts from Harvest into Compass audiences
New Harvest contacts — into Compass audiences
Completed Harvest tasks — posted to Compass
Incident alerts — to everyone, everywhere at once
A form request — a tracker task and a team alert
New invoice alerts — straight into your team chat
A landing-page lead — into CRM, a task and chat at once
Automatic bug triage: priority, ticket, team alert
A task and an alert on every deal move in your CRM
Unpaid-invoice control: task and email — on their own
Urgent tasks that don't stall
Lead scoring and routing: hot leads straight to sales
Meeting notes turned into tasks and a summary
Inbound leads scored, with alerts and draft replies for the hot ones
Onboarding a hire from a form: chats, a task and access
New-lead handling: CRM entry, team alert and reminder
Fast-track VIP support tickets — instant task and alert
Incoming messages routed to the right team
Tickets prioritized by importance, tasks created for you
Data-load failure monitoring with tasks and alerts
Bug reports turned into proper tickets
Client onboarding from a single form: folder, contact, channel, tasks
Urgent tickets become tasks and an instant team alert
Payment dispute alerts with automatic task creation
New-issue triage: task, notification, reply to the author, and a logged row
Scoring and routing leads from form submissions
Contract renewal reminders: an email to the client, a task for the rep
Release notes, a QA task and team alerts — straight from a version tag
Stock sentiment from social media — into tasks and alerts
Meeting attendance: a log, the late list and a summary in your chat
Critical bugs from testing escalated straight to tickets and engineering chat
Capture and route leads from every channel
Failed-login detection with tickets and alerts
Error-log watch with automatic tickets
Ticket triage and escalation with response-time control
A daily launch digest — with a task for each notable one
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Data-quality watch that alerts only on real issues
Score event RSVPs and route them to sales
Website leads — enrichment, scoring and routing to CRM
Invoice intake with reading, risk checks and approval
Incident response — ticket, alert, and report in seconds
Website lead scoring — a task for the rep only on the strong ones
Catch churning customers early: record updated, task created, team alerted
Your agency's real profit — in chat every day
Tasks and a recap email after a meeting — from one yes
Release notes from closed tasks — published everywhere at once
Content ideas from your audience's real pain points
IT tickets by voice from Telegram — straight into Harvest
Reorder recommendations from your stock table — automatically
A daily goals report: what's on plan and what's behind
A morning traffic summary for your site — in plain words
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
Incoming lead sorting and routing — automatically
Support tickets turned into a prioritized engineering backlog
A full new-client welcome after the form
Tasks from your meeting recording, straight into the tracker
Lead verification, enrichment and sorting — automatically
Emailed invoices — into your books, automatically
Tester feedback triage: tickets, knowledge base and a reply to the author
Feedback triage and customer replies — automatically
Every sale — logged, a ping to you and a thank-you to the buyer
Guest-access hygiene — with sponsor warnings and an audit log