Harvest and SMSC.ru automations

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

104 scenarios

Incident alerts — to everyone, everywhere at once
Website leads greeted — email, CRM, team alert
A form request — a tracker task and a team alert
Form leads straight into the CRM
Support email sorts itself and becomes tasks
A form request into a tracker issue
Route each new order into your CRM, invoices, and mailing list
A daily overdue-tasks report in your inbox
Onboarding event attendees — on autopilot
New invoice alerts — straight into your team chat
A landing-page lead — into CRM, a task and chat at once
All work accounts for a new hire from one form
Automatic payment reminders for Harvest invoices
Meeting notes turned into tasks and a summary
Leads scored and routed to a rep — straight from the form
Unpaid-invoice control: task and email — on their own
Lead scoring and routing: hot leads straight to sales
Enriching leads with contacts — drop a sheet, get a filled CRM
A task and an alert on every deal move in your CRM
Urgent tasks that don't stall
Automatic bug triage: priority, ticket, team alert
Candidate shortlisting, emails and screening tasks
A personalized sales proposal from a table row, ready and sent
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
Invoices from an order form — issued and sent automatically
Onboarding a hire from a form: chats, a task and access
Requests from Notion — into Harvest tasks with a team notice
An invoice to the client — from one status change
New-lead handling: CRM entry, team alert and reminder
Fast-track VIP support tickets — instant task and alert
Incoming messages routed to the right team
Meeting notes — into tasks, participant emails and a summary
Tickets prioritized by importance, tasks created for you
Lead verification and CRM sync — straight from a JotForm form
Release notes — ready the moment a version ships
Smart auto-replies to routine emails
A follow-up email after a canceled meeting — automatically
A daily sprint and time-tracking report, by email
Bug reports turned into proper tickets
Stuck tickets, followed up automatically
Open-house visitors into your CRM and into an email, right after the visit
Data-load failure monitoring with tasks and alerts
Client onboarding from a single form: folder, contact, channel, tasks
Properties with owner contacts — daily to your CRM and email
Invoices and payments on autopilot — from issue to paid
Urgent tickets become tasks and an instant team alert
Interview bookings — call, task and emails assembled automatically
New-issue triage: task, notification, reply to the author, and a logged row
Payment dispute alerts with automatic task creation
Contract renewal reminders: an email to the client, a task for the rep
Scoring and routing leads from form submissions
Polite candidate rejections sent by email, with the task closed
Smart support triage with Harvest
Release notes, a QA task and team alerts — straight from a version tag
Capture and route leads from every channel
Cold outreach with personal emails and CRM logging
Meeting attendance: a log, the late list and a summary in your chat
Critical bugs from testing escalated straight to tickets and engineering chat
Stock sentiment from social media — into tasks and alerts
Ticket triage and escalation with response-time control
Failed-login detection with tickets and alerts
A daily launch digest — with a task for each notable one
Error-log watch with automatic tickets
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Data-quality watch that alerts only on real issues
B2B prospect search and personal outreach — on autopilot
Score event RSVPs and route them to sales
Invoice intake with reading, risk checks and approval
Website leads — enrichment, scoring and routing to CRM
Catch churning customers early: record updated, task created, team alerted
Tasks and a recap email after a meeting — from one yes
Incident response — ticket, alert, and report in seconds
Website lead scoring — a task for the rep only on the strong ones
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
Reorder recommendations from your stock table — automatically
Call summaries, tasks and follow-ups, automatically
A daily goals report: what's on plan and what's behind
Route change requests by the rules — no manual triage
IT tickets by voice from Telegram — straight into Harvest
Change request routing: tickets, audit trail and notifications
Early warning for a reputation crisis
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
Tasks from your meeting recording, straight into the tracker
Auto-booking demos for high-intent leads
A full new-client welcome after the form
Website enquiries: contact, ticket and reply with no manual entry
Support tickets turned into a prioritized engineering backlog
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