Gmail and Harvest automations

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

93 scenarios

Labeled emails from Gmail become tasks in Harvest
Emails in Gmail turn into Harvest tasks
Emails from Gmail become tasks in Harvest
Emails from Gmail turn into tasks in Harvest
Emails from Gmail turn into tasks in Harvest
Starred Gmail emails become Harvest tasks
Flagged emails turned into tasks
New emails from Gmail become tasks in Harvest
Emails from Gmail become tasks in Harvest
Website leads greeted — email, CRM, team alert
Form leads straight into the CRM
A form request into a tracker issue
Route each new order into your CRM, invoices, and mailing list
Support email sorts itself and becomes tasks
Onboarding event attendees — on autopilot
A daily overdue-tasks report in your inbox
Automatic payment reminders for Harvest invoices
An email of tasks into a ticket with subtasks
All work accounts for a new hire from one form
Leads scored and routed to a rep — straight from the form
Candidate shortlisting, emails and screening tasks
Turn support emails into tracker tickets automatically
Urgent tasks that don't stall
Lead scoring and routing: hot leads straight to sales
Enriching leads with contacts — drop a sheet, get a filled CRM
Unpaid-invoice control: task and email — on their own
A personalized sales proposal from a table row, ready and sent
Never miss an invoice payment — auto reminders from your inbox
A prospect list with contacts — automatically
Invoices from an order form — issued and sent automatically
Win back abandoned Shopify carts by email and in CRM
Inbound leads scored, with alerts and draft replies for the hot ones
Requests from Notion — into Harvest tasks with a team notice
Triaged support: replies and bug tickets
New-lead handling: CRM entry, team alert and reminder
An invoice to the client — from one status change
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
A follow-up email after a canceled meeting — automatically
Bug reports turned into proper tickets
Release notes — ready the moment a version ships
Store lead emails turned into CRM contacts and deals automatically
A daily sprint and time-tracking report, by email
Open-house visitors into your CRM and into an email, right after the visit
Stuck tickets, followed up automatically
Smart auto-replies to routine emails
Data-load failure monitoring with tasks and alerts
Urgent emails from key clients, turned straight into tasks
Interview bookings — call, task and emails assembled automatically
Client onboarding from a single form: folder, contact, channel, tasks
Properties with owner contacts — daily to your CRM and email
Polite candidate rejections sent by email, with the task closed
Contract renewal reminders: an email to the client, a task for the rep
New-issue triage: task, notification, reply to the author, and a logged row
Smart support triage with Harvest
Capture and route leads from every channel
Cold outreach with personal emails and CRM logging
Critical bugs from testing escalated straight to tickets and engineering chat
A daily launch digest — with a task for each notable one
B2B prospect search and personal outreach — on autopilot
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
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
A morning traffic summary for your site — in plain words
Call summaries, tasks and follow-ups, automatically
A daily goals report: what's on plan and what's behind
Route change requests by the rules — no manual triage
Change request routing: tickets, audit trail and notifications
Reorder recommendations from your stock table — automatically
Tell customers their bug is fixed — the moment the issue closes
Early warning for a reputation crisis
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
A full new-client welcome after the form
Support tickets turned into a prioritized engineering backlog
Feedback from every channel into a prioritized queue
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
An AI assistant over your CRM in any messenger