Scriptera
Invoice Ninja and SendGrid automations — Sales & Leads
Ready-made scenarios where Invoice Ninja and SendGrid work for you (sales & leads): pick one — a copy appears in your account and runs on its own.
11 scenarios
- New payments in Invoice Ninja — Updating emails in SendGrid
- New customers in Invoice Ninja — Running apis in SendGrid
- A Invoice Ninja event — a deal in Pipedrive and an email in SendGrid
- Route each new order into your CRM, invoices, and mailing list
- Personalised welcome emails right after payment
- A follow-up email after a canceled meeting — automatically
- Welcome emails for new customers with tracking
- Client onboarding from a questionnaire: project, tasks, channel, email, CRM
- B2B prospect search and personal outreach — on autopilot
- Website lead scoring — a task for the rep only on the strong ones
- Kick off a client project the moment they pay
