Harvest and SendPulse automations

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

74 scenarios

Website leads greeted — email, CRM, team alert
Form leads straight into the CRM
Route each new order into your CRM, invoices, and mailing list
A form request into a tracker issue
Support email sorts itself and becomes tasks
Onboarding event attendees — on autopilot
A daily overdue-tasks report in your inbox
All work accounts for a new hire from one form
Automatic payment reminders for Harvest invoices
Urgent tasks that don't stall
Candidate shortlisting, emails and screening tasks
Lead scoring and routing: hot leads straight to sales
Unpaid-invoice control: task and email — on their own
Enriching leads with contacts — drop a sheet, get a filled CRM
Leads scored and routed to a rep — straight from the form
Inbound leads scored, with alerts and draft replies for the hot ones
A prospect list with contacts — automatically
Win back abandoned Shopify carts by email and in CRM
A personalized sales proposal from a table row, ready and sent
Invoices from an order form — issued and sent automatically
An invoice to the client — from one status change
New-lead handling: CRM entry, team alert and reminder
Requests from Notion — into Harvest tasks with a team notice
Meeting notes — into tasks, participant emails and a summary
Lead verification and CRM sync — straight from a JotForm form
Tickets prioritized by importance, tasks created for you
Smart auto-replies to routine emails
A daily sprint and time-tracking report, by email
A follow-up email after a canceled meeting — automatically
Stuck tickets, followed up automatically
Data-load failure monitoring with tasks and alerts
Open-house visitors into your CRM and into an email, right after the visit
Release notes — ready the moment a version ships
Bug reports turned into proper tickets
Invoices and payments on autopilot — from issue to paid
Client onboarding from a single form: folder, contact, channel, tasks
Interview bookings — call, task and emails assembled automatically
Properties with owner contacts — daily to your CRM and email
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
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
Website lead scoring — a task for the rep only on the strong ones
Tasks and a recap email after a meeting — from one yes
Content ideas from your audience's real pain points
Release notes from closed tasks — published everywhere at once
A morning traffic summary for your site — in plain words
A daily goals report: what's on plan and what's behind
Reorder recommendations from your stock table — automatically
Call summaries, tasks and follow-ups, automatically
Change request routing: tickets, audit trail and notifications
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
Website enquiries: contact, ticket and reply with no manual entry
Support tickets turned into a prioritized engineering backlog
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