Scriptera
Dropbox and OkoCrm automations — Finance
Ready-made scenarios where Dropbox and OkoCrm work for you (finance): pick one — a copy appears in your account and runs on its own.
11 scenarios
- Incoming invoices: forwarding, archiving and notification — automatic
- Receipt data into okoCrm — from a chat photo
- Receipts from your inbox — into a spreadsheet and storage
- Invoice data — straight into a sheet after upload
- Invoice processing from a messenger: data to a table, file to storage
- Invoices from your email — filed and logged automatically
- An expense claim — from receipts
- Payment receipts: sending, archive and ledger — automatically
- Sort invoices from your inbox into a sheet and folders
- A personalized financial plan from a questionnaire — PDF to the client's inbox
- Cross-border tax, computed daily: rules, anomalies and advisor reports
