Scriptera
Keap and WhatsApp Business Cloud automations — Finance
Ready-made scenarios where Keap and WhatsApp Business Cloud work for you (finance): pick one — a copy appears in your account and runs on its own.
44 scenarios
- New messages in WhatsApp Business Cloud — Orders in Keap
- New messages in WhatsApp Business Cloud — Updating notes in Keap
- New messages in WhatsApp Business Cloud — Orders in Keap
- Found: files in WhatsApp Business Cloud — Updating notes in Keap
- Found: files in WhatsApp Business Cloud — Orders in Keap
- chargebee cancellations — a Keap note, an email and a WhatsApp Business Cloud alert
- Found: files in WhatsApp Business Cloud — Deleting orders in Keap
- On a webhook call from payPal — Sending messages in WhatsApp Business Cloud
- An invoice in Google Sheets from a Typeform submission
- Notifications about new invoices from your inbox to your messenger
- Incoming invoices: forwarding, archiving and notification — automatic
- Payment reminders with a link — by email and messenger
- Unpaid-invoice control: task and email — on their own
- Daily stock market recap — to your messenger and email
- Stock price alerts — sent to you the moment it matters
- Exchange rates every morning — to your messenger and inbox
- Crypto price watch — an alert the moment your limit is hit
- Invoice bookkeeping from PDFs: drop the file, the data appears
- Client portfolio update emails, with adviser approval built in
- Invoice processing from a messenger: data to a table, file to storage
- Payment reminders to messenger and email — with a pay link
- Duplicate vendor-invoice payment protection
- Tax deadline control — a daily check and alerts
- Overdue invoice recovery: client emails and escalation on autopilot
- Buffett-style stock analysis — from a ticker in chat
- Multi-tier expense approval on autopilot
- Alerts for the space station passing overhead — when it's visible
- 'Buy / sell' signals on top coins
- Invoice intake with reading, risk checks and approval
- A gold-market breakdown with a forecast — every few hours
- Your agency's real profit — in chat every day
- Risk scoring across all your systems — alerts and reports
- A report on your wallet positions — to chat and email, on schedule
- Payment issue handling: a reply to the customer, an escalation to the team
- Loan-application risk scoring from PDFs — report by email
- Multi-source payment fraud checks
- Cross-border tax, computed daily: rules, anomalies and advisor reports
- Lead qualification and client document collection — automated
- Expense tracking from receipts via WhatsApp Business Cloud
- Borrower onboarding: KYC, bureau and sanctions in one pass
- Early price-crisis detection across many sources
- Receipts from photo into a table — automatically
- Invoices and escalating payment reminders — hands-free, until you're paid
- Automatic payment reminders for overdue invoices
