Harvest and Mautic automations

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

86 scenarios

Mautic submissions become tasks in Harvest
New lead in Mautic becomes a task in Harvest
Deal moves a stage in Mautic — a task appears in Harvest
New Mautic contacts show up in Harvest
New CRM deal, task in your task manager
Mautic customers land in your address book
New Mautic projects become tasks in Harvest
New Harvest contacts — into Mautic audiences
Harvest entries — into Mautic
Contacts synced into accounting
Copy Harvest entries into Mautic
Contacts from Harvest into Mautic audiences
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
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
Lead scoring and routing: hot leads straight to sales
Urgent tasks that don't stall
Leads scored and routed to a rep — straight from the form
A prospect list with contacts — automatically
A personalized sales proposal from a table row, ready and sent
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
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
Tickets prioritized by importance, tasks created for you
Lead verification and CRM sync — straight from a JotForm form
Bug reports turned into proper tickets
Data-load failure monitoring with tasks and alerts
Stuck tickets, followed up automatically
Open-house visitors into your CRM and into an email, right after the visit
Release notes — ready the moment a version ships
A follow-up email after a canceled meeting — automatically
A daily sprint and time-tracking report, by email
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
Polite candidate rejections sent by email, with the task closed
New-issue triage: task, notification, reply to the author, and a logged row
Contract renewal reminders: an email to the client, a task for the rep
A lead replies — the CRM card updates and a task lands on a rep
Smart support triage with Harvest
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
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
Tasks and a recap email after a meeting — from one yes
Website lead scoring — a task for the rep only on the strong ones
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
A morning traffic summary for your site — in plain words
A daily goals report: what's on plan and what's behind
Change request routing: tickets, audit trail and notifications
Reorder recommendations from your stock table — automatically
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
Customer feedback sorted into themes, tasks and a weekly report
Support tickets turned into a prioritized engineering backlog
Website enquiries: contact, ticket and reply with no manual entry
Auto-booking demos for high-intent leads
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