Enkod and Harvest automations

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

98 scenarios

New Harvest land in Enkod by themselves
New Harvest contacts — into Enkod audiences
Tasks from one Enkod land on the other board
Contacts from Harvest into Enkod audiences
Text from chat photos, straight into a sheet
Website leads greeted — email, CRM, team alert
Form leads straight into the CRM
Route each new order into your CRM, invoices, and mailing list
A form request into a tracker issue
Support email sorts itself and becomes tasks
Onboarding event attendees — on autopilot
A daily overdue-tasks report in your inbox
Accounting invoices — in a sheet on their own, in real time
Automatic payment reminders for Harvest invoices
All work accounts for a new hire from one form
Unpaid-invoice control: task and email — on their own
Enriching leads with contacts — drop a sheet, get a filled CRM
Candidate shortlisting, emails and screening tasks
Urgent tasks that don't stall
Leads scored and routed to a rep — straight from the form
Lead scoring and routing: hot leads straight to sales
Invoices from an order form — issued and sent automatically
Win back abandoned Shopify carts by email and in CRM
A prospect list with contacts — automatically
Inbound leads scored, with alerts and draft replies for the hot ones
Form feedback turned into tasks across your trackers
A personalized sales proposal from a table row, ready and sent
An invoice to the client — from one status change
New-lead handling: CRM entry, team alert and reminder
Requests from Notion — into Harvest tasks with a team notice
Meeting notes — into tasks, participant emails and a summary
Lead verification and CRM sync — straight from a JotForm form
Tickets prioritized by importance, tasks created for you
Contacts tagged by role and seniority — automatically
Feedback sorted by sentiment — and every complaint becomes a ticket
Bug reports turned into proper tickets
A follow-up email after a canceled meeting — automatically
Data-load failure monitoring with tasks and alerts
Open-house visitors into your CRM and into an email, right after the visit
Resumes from a folder into a candidate card and a hiring task
Smart auto-replies to routine emails
Stuck tickets, followed up automatically
Release notes — ready the moment a version ships
A daily sprint and time-tracking report, by email
Properties with owner contacts — daily to your CRM and email
Interview bookings — call, task and emails assembled automatically
Topic legislation tracker with tasks
Invoices and payments on autopilot — from issue to paid
Client onboarding from a single form: folder, contact, channel, 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
Contract renewal reminders: an email to the client, a task for the rep
Polite candidate rejections sent by email, with the task closed
Smart support triage with Harvest
Stripe invoices from your wholesale orders table
Capture and route leads from every channel
Meeting attendance: a log, the late list and a summary in your chat
Critical bugs from testing escalated straight to tickets and engineering chat
Cold outreach with personal emails and CRM logging
Failed-login detection with tickets and alerts
A daily launch digest — with a task for each notable one
B2B prospect search and personal outreach — on autopilot
Score event RSVPs and route them to sales
Data-quality watch that alerts only on real issues
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Invoice intake with reading, risk checks and approval
Website lead scoring — a task for the rep only on the strong ones
Your agency's real profit — in chat every day
Incident response — ticket, alert, and report in seconds
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
Call summaries, tasks and follow-ups, automatically
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
Change request routing: tickets, audit trail and notifications
Route change requests by the rules — no manual triage
Tell customers their bug is fixed — the moment the issue closes
Early warning for a reputation crisis
Incoming lead sorting and routing — automatically
Automatic scenario check with an error report
Customer feedback sorted into themes, tasks and a weekly report
Auto-booking demos for high-intent leads
Website enquiries: contact, ticket and reply with no manual entry
Support tickets turned into a prioritized engineering backlog
A full new-client welcome after the form
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
Invoices from orders and payment reminders — automatically
A Harvest project from a feature description — with tasks and sub-tasks
Every sale — logged, a ping to you and a thank-you to the buyer
AI marketing outreach with reply handling — on autopilot