A task and an alert on every deal move in your CRM

Watches deals in highLevel, creates a task in GitHub on every stage change and messages the team in okoCrm.

  • Every deal move under control
  • A GitHub task created automatically
  • Team alerts in okoCrm
  • No manual CRM checks
HighLevel

How it works

To get GitHub notifications in okoCrm, you don't need a developer: a ready-made scenario watches events and sends messages for you.

  1. Starts when: When clicking ‘Execute workflow’
  2. Then: Fetch All Deals from CRM1
  3. Check: Filter Recent Deal Updates1
  4. If yes: Get Contact Details1
  5. Then: Create ClickUp Task1
  6. If no: Notify Old Deal Update1

You can launch this GitHub + okoCrm integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.