Scriptera
Microsoft Teams and Monica CRM automations — Finance
Ready-made scenarios where Microsoft Teams and Monica CRM work for you (finance): pick one — a copy appears in your account and runs on its own.
40 scenarios
- New messages in Microsoft Teams — Updating notes in Monica CRM
- New channels in Microsoft Teams — Updating notes in Monica CRM
- Updated payments in Stripe — Sending messages in Microsoft Teams
- On a webhook call from payPal — Sending messages in Microsoft Teams
- chargebee cancellations — a Monica CRM note, an email and a Microsoft Teams alert
- New invoices in xero — Sending messages in Microsoft Teams
- An invoice in Monica CRM from a Typeform submission
- Expense tracking by chat messages
- Expense tracking from a receipt photo in Microsoft Teams — automated
- An hourly rate history in your own sheet, plus messages to your messenger
- Expense tracking with a message to your messenger
- Daily stock trade ideas, generated automatically
- The day's economic calendar — the big events to your messenger, everything to a sheet
- Unpaid-invoice control: task and email — on their own
- Instructions from emails into the ledger — with a confirmation to the client
- Client risk scoring the moment the form is submitted
- Company market caps from the market — as a chart in your messenger
- Trading signals from email — straight to your messenger and a sheet
- Invoice bookkeeping from PDFs: drop the file, the data appears
- Invoice data into a sheet — from PDFs automatically
- Invoice data — straight into a sheet after upload
- Payment dispute alerts with automatic task creation
- Stock sentiment from social media — into tasks and alerts
- Refund risk scoring on every order
- Multi-tier expense approval on autopilot
- Money tracking straight from your inbox — with a Microsoft Teams alert
- Invoice intake with reading, risk checks and approval
- Your agency's real profit — in chat every day
- A market read by a team of AI analysts, on request
- Screen and score incoming deals — automatically
- Expense tracking from messenger messages
- A morning financial briefing for the boss, straight from your sheets
- Expense tracking from chat and bank emails
- Market signals from the news, in your messenger
- Emailed invoices — into your books, automatically
- Borrower onboarding: KYC, bureau and sanctions in one pass
- Automated payment reconciliation with confidence scores
- Currency news releases — straight to your messenger: better or worse than forecast
- Financial digests in your messenger: daily, weekly, monthly
- Crypto price alerts, a morning digest and on-demand replies
