Scriptera
Calltouch and Exolve automations — Finance
Ready-made scenarios where Calltouch and Exolve work for you (finance): pick one — a copy appears in your account and runs on its own.
16 scenarios
- New invoices in xero — Sending messages in Exolve
- An invoice in calltouch from a Typeform submission
- An hourly rate history in your own sheet, plus messages to your messenger
- Daily stock trade ideas, generated automatically
- The day's economic calendar — the big events to your messenger, everything to a sheet
- Client risk scoring the moment the form is submitted
- Company market caps from the market — as a chart in your messenger
- Instructions from emails into the ledger — with a confirmation to the client
- Trading signals from email — straight to your messenger and a sheet
- Invoice data into a sheet — from PDFs automatically
- Invoice intake with reading, risk checks and approval
- Your agency's real profit — in chat every day
- Screen and score incoming deals — automatically
- A morning financial briefing for the boss, straight from your sheets
- Market signals from the news, in your messenger
- Currency news releases — straight to your messenger: better or worse than forecast
