Scriptera
Microsoft SharePoint and OkoCrm automations — Data & Spreadsheets
Ready-made scenarios where Microsoft SharePoint and OkoCrm work for you (data & spreadsheets): pick one — a copy appears in your account and runs on its own.
13 scenarios
- Form responses into a sheet, with a heads-up to the team
- Contacts from CSV — as cards in okoCrm
- Sync an Excel sheet with a okoCrm database
- Sync a okoCrm database to a sheet, no duplicates
- Cleaning and standardizing CSV before import — automatically
- A weekly summary of new records to your messenger
- Multi-tab Excel report in one run
- Daily duplicate-customer detection in your payment system
- Everything from the chat, filed: notes, files, images
- Sheet change tracking with approval in your messenger
- Loading and cleaning CSVs into a database with quality checks
- All your mail with attachments in your own database
- Document sync between storages
