Harvest and Mandrill automations

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

73 scenarios

Website leads greeted — email, CRM, team alert
Form leads straight into the CRM
Support email sorts itself and becomes tasks
Route each new order into your CRM, invoices, and mailing list
A form request into a tracker issue
Onboarding event attendees — on autopilot
A daily overdue-tasks report in your inbox
Automatic payment reminders for Harvest invoices
All work accounts for a new hire from one form
Lead scoring and routing: hot leads straight to sales
Enriching leads with contacts — drop a sheet, get a filled CRM
Urgent tasks that don't stall
Leads scored and routed to a rep — straight from the form
Candidate shortlisting, emails and screening tasks
Unpaid-invoice control: task and email — on their own
A personalized sales proposal from a table row, ready and sent
A prospect list with contacts — automatically
Win back abandoned Shopify carts by email and in CRM
Inbound leads scored, with alerts and draft replies for the hot ones
Invoices from an order form — issued and sent automatically
Requests from Notion — into Harvest tasks with a team notice
An invoice to the client — from one status change
New-lead handling: CRM entry, team alert and reminder
Meeting notes — into tasks, participant emails and a summary
Tickets prioritized by importance, tasks created for you
Lead verification and CRM sync — straight from a JotForm form
Data-load failure monitoring with tasks and alerts
Release notes — ready the moment a version ships
Open-house visitors into your CRM and into an email, right after the visit
Bug reports turned into proper tickets
Stuck tickets, followed up automatically
A daily sprint and time-tracking report, by email
A follow-up email after a canceled meeting — automatically
Smart auto-replies to routine emails
Properties with owner contacts — daily to your CRM and email
Client onboarding from a single form: folder, contact, channel, tasks
Interview bookings — call, task and emails assembled automatically
Contract renewal reminders: an email to the client, a task for the rep
Smart support triage with Harvest
New-issue triage: task, notification, reply to the author, and a logged row
Polite candidate rejections sent by email, with the task closed
Critical bugs from testing escalated straight to tickets and engineering chat
Cold outreach with personal emails and CRM logging
A daily launch digest — with a task for each notable one
B2B prospect search and personal outreach — on autopilot
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Data-quality watch that alerts only on real issues
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
Content ideas from your audience's real pain points
Release notes from closed tasks — published everywhere at once
Reorder recommendations from your stock table — automatically
Route change requests by the rules — no manual triage
A morning traffic summary for your site — in plain words
Change request routing: tickets, audit trail and notifications
Call summaries, tasks and follow-ups, automatically
A daily goals report: what's on plan and what's behind
Early warning for a reputation crisis
Tell customers their bug is fixed — the moment the issue closes
Customer feedback sorted into themes, tasks and a weekly report
Support tickets turned into a prioritized engineering backlog
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
Lead verification, enrichment and sorting — automatically
Personal emails to new contacts — built from their own socials
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