An expense sheet from payment emails — automatically

The scenario reads your payment emails, pulls the amount, date and purpose and adds a row to okoCrm. You retype nothing.

  • Amounts pulled from emails automatically
  • Invoices and payments in one okoCrm
  • Date and purpose sorted into columns
  • Expense tracking that runs itself
Set it upScriptera

How it works

To move data from GetResponse to okoCrm automatically, use a ready-made scenario — no manual exports.

  1. Starts when: Get invoice
  2. Then: Extract invoice
  3. Then: Invoice data
  4. Check: Switch
  5. If yes: HTML
  6. Then: Split Out
  7. Then: Set data 0
  8. Check: Merge
  9. Then: Extract details
  10. Then: Send
  11. If no: Set data 1
  12. If no: Set data 2
  13. Then: Extract details1
  14. Then: Send1
  15. Starts when: Get payment
  16. Then: Extract payment
  17. Then: Payment data
  18. Then: Structured Output Parser1
  19. Then: Google Gemini Chat Model1
  20. Then: Groq Chat Model
  21. Then: Structured Output Parser

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

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