Scriptera
OkoCrm and Postmark automations — Finance
Ready-made scenarios where OkoCrm and Postmark work for you (finance): pick one — a copy appears in your account and runs on its own.
7 scenarios
- Card spending — straight into a sheet and into chat
- Money tracking straight from your inbox — with a okoCrm alert
- Sort invoices from your inbox into a sheet and folders
- Screen and score incoming deals — automatically
- An expense sheet from payment emails — automatically
- Expense tracking from chat and bank emails
- Emailed invoices — into your books, automatically
