Scriptera
OkoCrm automations — Invoice Tracking
Ready-made scenarios where OkoCrm works for you (invoice tracking): pick one — a copy appears in your account and runs on its own.
21 scenarios
- An invoice in okoCrm from a Typeform submission
- Notifications about new invoices from your inbox to your messenger
- Log invoice data into a table — automatically
- Incoming invoices: forwarding, archiving and notification — automatic
- Accounting invoices — in a sheet on their own, in real time
- New invoice alerts — straight into your team chat
- A current exchange rate in your table — updating itself every morning
- Data from PDF invoices into a table — automatically
- Invoice data into a sheet — from PDFs automatically
- Invoices from your email — filed and logged automatically
- Invoice data — straight into a sheet after upload
- Supplier invoices — into a sheet, PDFs — filed by year
- Invoice processing from a messenger: data to a table, file to storage
- PDF invoice processing with approval — automatically
- Payment receipts: sending, archive and ledger — automatically
- Invoice capture from a form, plus a weekly spending report
- Sort invoices from your inbox into a sheet and folders
- Scanned invoices into a table, with an email summary
- Invoices from your inbox into a table, automatically
- Automated invoice processing from email into your table
- Emailed invoices — into your books, automatically
