Harvest and Stackby automations

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

33 scenarios

New Harvest contacts — into Stackby audiences
Contacts from Harvest into Stackby audiences
Tasks from one Stackby land on the other board
New Harvest land in Stackby by themselves
Text from chat photos, straight into a sheet
Form feedback turned into tasks across your trackers
Win back abandoned Shopify carts by email and in CRM
Tickets prioritized by importance, tasks created for you
Feedback sorted by sentiment — and every complaint becomes a ticket
Data-load failure monitoring with tasks and alerts
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
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
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
Change request routing: tickets, audit trail and notifications
Reorder recommendations from your stock table — automatically
Customer feedback sorted into themes, tasks and a weekly report
Incoming lead sorting and routing — automatically
Lead verification, enrichment and sorting — 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
Every sale — logged, a ping to you and a thank-you to the buyer
AI marketing outreach with reply handling — on autopilot