Scriptera
Box and Mailjet automations — Sales & Leads
Ready-made scenarios where Box and Mailjet work for you (sales & leads): pick one — a copy appears in your account and runs on its own.
17 scenarios
- A proposal right after the call — automatically
- Personalized quotes — delivered as PDF at once
- New client onboarding — folder, email and team, automatically
- A proposal and payment link right after the meeting
- A personalized sales proposal from a table row, ready and sent
- Client onboarding from a single form: folder, contact, channel, tasks
- New client onboarding — folder, tasks, channel, and email in a minute
- A card photo becomes a contact in your sheet
- Screening leads by criteria — with a reply to each
- End-to-end client onboarding from one form
- Client onboarding from a single form: project, tasks, contract, channel
- Sales proposals tailored to each client — on their own
- Automated cold outreach — with research on every lead
- Cold outreach with email checks and anti-spam pacing
- A full company analysis from one link — a report to your inbox
- Kick off a client project the moment they pay
- Agency client onboarding — folders, brief, and welcome email from one form
