Scriptera
Box and Microsoft Teams automations — Sales & Leads
Ready-made scenarios where Box and Microsoft Teams work for you (sales & leads): pick one — a copy appears in your account and runs on its own.
12 scenarios
- CRM changes announced in your messenger
- New Box deal — instant Microsoft Teams alert
- New client onboarding — folder, email and team, automatically
- Client onboarding: folder, record and team alert, automatically
- Client onboarding from a single form: folder, contact, channel, tasks
- New client onboarding — folder, tasks, channel, and email in a minute
- Client onboarding from a single form: project, tasks, contract, channel
- A sales agent in chat: finds the product, answers questions, sends the payment link
- Lead qualification and client document collection — automated
- Kick off a client project the moment they pay
- Agency client onboarding — folders, brief, and welcome email from one form
- A sales assistant across every messenger
