Scriptera
Wekan automations — CRM Sync
Ready-made scenarios where Wekan works for you (crm sync): pick one — a copy appears in your account and runs on its own.
46 scenarios
- New leads in Copper — Checklists in Wekan
- New customers in Clockify — Checklists in Wekan
- Updated customers in Chargebee — Running apis in Wekan
- Updated contacts in Copper — Comments in Wekan
- New leads in Copper — Boards in Wekan
- Updated customers in Chargebee — Boards in Wekan
- New leads in Pipedrive — Comments in Wekan
- Updated deals in Pipedrive — Running apis in Wekan
- Push Salesforce leads into Wekan audiences
- A booked CRM project creates a task card
- Updated contacts in Copper — Boards in Wekan
- Updated deals in Pipedrive — Boards in Wekan
- New customers in Stripe — Boards in Wekan
- New customers in Stripe — Running apis in Wekan
- New Amo Crm contacts — into Wekan audiences
- Found: deals in Pipedrive — Comments in Wekan
- New cards in Wekan — Contacts in Amo Crm
- Found: customers in Get Course — Running apis in Wekan
- Found: contacts in Google Contacts — Comments in Wekan
- New contacts in Amo Crm — Boards in Wekan
- Updated contacts in amoCrm — Checklists in Wekan
- Updated records in Wekan — Updating contacts in Amo Crm
- Found: deals in Pipedrive — Running apis in Wekan
- New lists in Wekan — Contacts in Amo Crm
- New contacts in Amo Crm — Running apis in Wekan
- New contacts in activeCampaign — Comments in Wekan
- New lists in Wekan — Finding contacts in Google Contacts
- New contacts in activeCampaign — Boards in Wekan
- Updated records in Wekan — Customers in Get Course
- New cards in Wekan — Leads in Amo Crm
- New contacts in activeCampaign — Running apis in Wekan
- New lists in Wekan — Customers in Stripe
- New contacts in activeCampaign — Deleting boards in Wekan
- Contacts from Amo Crm into Wekan audiences
- Updated records in Wekan — Contacts in Amo Crm
- Updated contacts in microsoftDynamicsCrm — Running apis in Wekan
- New contacts in activeCampaign — Checklists in Wekan
- New lists in Wekan — Updating contacts in Amo Crm
- Updated contacts in amoCrm — Deleting boards in Wekan
- New contacts in Amo Crm — Comments in Wekan
- New comments in Wekan — Deals in Bitrix24
- New boards in Wekan — Customers in Get Course
- New leads in microsoftDynamicsCrm — Deleting boards in Wekan
- New contacts in Amo Crm — Deleting boards in Wekan
- New lists in Wekan — Leads in Amo Crm
- Route each new order into your CRM, invoices, and mailing list
