Scriptera
Invoice Ninja and OkoCrm automations — Customer Support
Ready-made scenarios where Invoice Ninja and OkoCrm work for you (customer support): pick one — a copy appears in your account and runs on its own.
14 scenarios
- A form request — a tracker task and a team alert
- Form feedback turned into tasks across your trackers
- Incoming messages routed to the right team
- Fast-track VIP support tickets — instant task and alert
- Customer-feedback triage with tickets — automatically
- Tickets prioritized by importance, tasks created for you
- Stuck tickets, followed up automatically
- Customer escalations found automatically and routed to the team
- Urgent tickets become tasks and an instant team alert
- Catch churning customers early: record updated, task created, team alerted
- Customer feedback sorted into themes, tasks and a weekly report
- Support tickets turned into a prioritized engineering backlog
- A full new-client welcome after the form
- Tester feedback triage: tickets, knowledge base and a reply to the author
