Scriptera
SendGrid and WhatsApp Business Cloud automations — Finance
Ready-made scenarios where SendGrid and WhatsApp Business Cloud work for you (finance): pick one — a copy appears in your account and runs on its own.
33 scenarios
- chargebee cancellations — a Freshworks CRM note, an email and a WhatsApp Business Cloud alert
- 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
- Invoice bookkeeping from PDFs: drop the file, the data appears
- Crypto price watch — an alert the moment your limit is hit
- Payment reminders to messenger and email — with a pay link
- Client portfolio update emails, with adviser approval built in
- Duplicate vendor-invoice payment protection
- Overdue invoice recovery: client emails and escalation on autopilot
- Tax deadline control — a daily check and alerts
- 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
- A gold-market breakdown with a forecast — every few hours
- Invoice intake with reading, risk checks and approval
- 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
- Borrower onboarding: KYC, bureau and sanctions in one pass
- Early price-crisis detection across many sources
- Invoices and escalating payment reminders — hands-free, until you're paid
- Automatic payment reminders for overdue invoices
