Automations are trigger-action-based rules that help you automate workflows in Harvestr and between Harvestr and other tools we integrate with.

To create Automations, you need:

Go to your Settings > Integrations > Automations.

Click Add Automation and choose the trigger and the action.

We currently have three types of Automation available.

Select this trigger to automatically assign new feedback to a teammate when it contains specific labels.

Select this trigger to automatically assign updated feedback to a teammate when it contains specific labels.

Select this trigger to synchronize the status of a Discovery with the status of its linked Jira issues.

Would like to see more Automations? Please reach out to us to describe your use case!