Harvest and Quick Base automations

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

46 scenarios

Tasks from one Quick Base land on the other board
New Harvest land in Quick Base by themselves
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
Win back abandoned Shopify carts by email and in CRM
Form feedback turned into tasks across your trackers
Tickets prioritized by importance, tasks created for you
Contacts tagged by role and seniority — automatically
Stuck tickets, followed up automatically
Data-load failure monitoring with tasks and alerts
Resumes from a folder into a candidate card and a hiring task
Leads from a post's likes and comments — straight to your CRM
Feedback sorted by sentiment — and every complaint becomes a ticket
Topic legislation tracker with tasks
New-issue triage: task, notification, reply to the author, and a logged row
Scoring and routing leads from form submissions
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
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Score event RSVPs and route them to sales
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
Content ideas from your audience's real pain points
Release notes from closed tasks — published everywhere at once
Route change requests by the rules — no manual triage
A morning traffic summary for your site — in plain words
Reorder recommendations from your stock table — automatically
Change request routing: tickets, audit trail and notifications
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
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
AI marketing outreach with reply handling — on autopilot
Guest-access hygiene — with sponsor warnings and an audit log