Harvest and SeaTable automations

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

68 scenarios

Records from SeaTable become tasks in Harvest
New SeaTable rows — contacts in Harvest
New rows in SeaTable — tasks in Harvest
Rows in SeaTable become tasks in Harvest
A spreadsheet row becomes a task
New Harvest land in SeaTable by themselves
Tasks from one SeaTable land on the other board
Text from chat photos, straight into a sheet
A form request into a tracker issue
An invoice archive from your accounting in the cloud — automatically
Accounting invoices — in a sheet on their own, in real time
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
Onboarding a hire from a form: chats, a task and access
Win back abandoned Shopify carts by email and in CRM
Form feedback turned into tasks across your trackers
A personalized sales proposal from a table row, ready and sent
New-lead handling: CRM entry, team alert and reminder
Contacts tagged by role and seniority — automatically
Tickets prioritized by importance, tasks created for you
Stuck tickets, followed up automatically
Leads from a post's likes and comments — straight to your CRM
Data-load failure monitoring with tasks and alerts
Resumes from a folder into a candidate card and a hiring task
Feedback sorted by sentiment — and every complaint becomes a ticket
Invoices and payments on autopilot — from issue to paid
Client onboarding from a single form: folder, contact, channel, tasks
Urgent emails from key clients, turned straight into tasks
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
A lead replies — the CRM card updates and a task lands on a rep
Capture and route leads from every channel
Meeting attendance: a log, the late list and a summary in your chat
Stripe invoices from your wholesale orders table
Failed-login detection with tickets and alerts
Cold outreach with auto follow-ups and CRM tracking
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 morning traffic summary for your site — in plain words
Route change requests by the rules — no manual triage
Change request routing: tickets, audit trail and notifications
Reorder recommendations from your stock table — automatically
IT tickets by voice from Telegram — straight into Harvest
Tell customers their bug is fixed — the moment the issue closes
Automatic scenario check with an error report
Customer feedback sorted into themes, tasks and a weekly report
Incoming lead sorting and routing — automatically
Auto-booking demos for high-intent leads
Tasks from your meeting recording, straight into the tracker
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
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