Harvest and OkoCrm automations

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

74 scenarios

Text from chat photos, straight into a sheet
Incident alerts — to everyone, everywhere at once
A form request — a tracker task and a team alert
Accounting invoices — in a sheet on their own, in real time
New invoice alerts — straight into your team chat
A landing-page lead — into CRM, a task and chat at once
Meeting notes turned into tasks and a summary
Unpaid-invoice control: task and email — on their own
Urgent tasks that don't stall
Lead scoring and routing: hot leads straight to sales
Automatic bug triage: priority, ticket, team alert
A task and an alert on every deal move in your CRM
Onboarding a hire from a form: chats, a task and access
Win back abandoned Shopify carts by email and in CRM
Inbound leads scored, with alerts and draft replies for the hot ones
Form feedback turned into tasks across your trackers
Incoming messages routed to the right team
New-lead handling: CRM entry, team alert and reminder
Monitoring your sites' certificate expiry
Fast-track VIP support tickets — instant task and alert
Tickets prioritized by importance, tasks created for you
Contacts tagged by role and seniority — automatically
Stuck tickets, followed up automatically
Resumes from a folder into a candidate card and a hiring task
Data-load failure monitoring with tasks and alerts
Bug reports turned into proper tickets
Feedback sorted by sentiment — and every complaint becomes a ticket
Customer escalations found automatically and routed to the team
Urgent tickets become tasks and an instant team alert
Client onboarding from a single form: folder, contact, channel, tasks
Topic legislation tracker with tasks
New-issue triage: task, notification, reply to the author, and a logged row
Payment dispute alerts with automatic task creation
Scoring and routing leads from form submissions
Contract renewal reminders: an email to the client, a task for the rep
Stock sentiment from social media — into tasks and alerts
Release notes, a QA task and team alerts — straight from a version tag
Meeting attendance: a log, the late list and a summary in your chat
Critical bugs from testing escalated straight to tickets and engineering chat
Capture and route leads from every channel
Stripe invoices from your wholesale orders table
Cold outreach with auto follow-ups and CRM tracking
Error-log watch with automatic tickets
Failed-login detection with tickets and alerts
A daily launch digest — with a task for each notable one
Score event RSVPs and route them to sales
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 leads — enrichment, scoring and routing to CRM
Tasks and a recap email after a meeting — from one yes
Catch churning customers early: record updated, task created, team alerted
Website lead scoring — a task for the rep only on the strong ones
Incident response — ticket, alert, and report in seconds
Content ideas from your audience's real pain points
Route change requests by the rules — no manual triage
Reorder recommendations from your stock table — automatically
Change request routing: tickets, audit trail and notifications
IT tickets by voice from Telegram — straight into Harvest
A morning traffic summary for your site — in plain words
Tell customers their bug is fixed — the moment the issue closes
Incoming lead sorting and routing — automatically
Customer feedback sorted into themes, tasks and a weekly report
Automatic scenario check with an error report
Auto-booking demos for high-intent leads
Support tickets turned into a prioritized engineering backlog
A full new-client welcome after the form
Tasks from your meeting recording, straight into the tracker
Lead verification, enrichment and sorting — automatically
Emailed invoices — into your books, automatically
Tester feedback triage: tickets, knowledge base and a reply to the author
Feedback triage and customer replies — automatically
Every sale — logged, a ping to you and a thank-you to the buyer
AI marketing outreach with reply handling — on autopilot