Harvest and Monday.com automations

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

56 scenarios

Contacts from Harvest into Monday.com audiences
Items from Harvest become tasks in your other Harvest
New Harvest land in Monday.com by themselves
New Harvest contacts — into Monday.com audiences
Tasks from one Monday.com land on the other board
Text from chat photos, straight into a sheet
Accounting invoices — in a sheet on their own, in real time
Lead scoring and routing: hot leads straight to sales
Form feedback turned into tasks across your trackers
Win back abandoned Shopify carts by email and in CRM
Tickets prioritized by importance, tasks created for you
Contacts tagged by role and seniority — automatically
Stuck tickets, followed up automatically
Feedback sorted by sentiment — and every complaint becomes a ticket
Leads from a post's likes and comments — straight to your CRM
Resumes from a folder into a candidate card and a hiring task
Data-load failure monitoring with tasks and alerts
Urgent emails from key clients, turned straight into tasks
Topic legislation tracker with tasks
Scoring and routing leads from form submissions
New-issue triage: task, notification, reply to the author, and a logged row
Meeting attendance: a log, the late list and a summary in your chat
Stripe invoices from your wholesale orders table
Capture and route leads from every channel
Failed-login detection with tickets and alerts
Score event RSVPs and route them to sales
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Invoice intake with reading, risk checks and approval
Incident response — ticket, alert, and report in seconds
Your agency's real profit — in chat every day
Release notes from closed tasks — published everywhere at once
Content ideas from your audience's real pain points
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
A morning traffic summary for your site — in plain words
Route change requests by the rules — no manual triage
Tell customers their bug is fixed — the moment the issue closes
Automatic scenario check with an error report
Incoming lead sorting and routing — automatically
Customer feedback sorted into themes, tasks and a weekly report
Auto-booking demos for high-intent leads
A full new-client welcome after the form
Lead verification, enrichment and sorting — automatically
Feedback from every channel into a prioritized queue
Personal emails to new contacts — built from their own socials
Emailed invoices — into your books, automatically
Open-house lead follow-up — a week-long touchpoint sequence on autopilot
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
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
Two-way task sync between your knowledge base and Todoist