МойСклад + Twake scenarios — Sales & Leads

Ready-made scenarios where МойСклад and Twake work together: pick one — a copy appears in your account and runs on its own.

64 scenarios

Website leads to your messenger and a sheet
Website leads land in your list and in the team chat
A website lead: to the team chat, into a sheet, with an email to the client
Collect and verify emails from Twake into Moysklad
Client onboarding: folder, record and team alert, automatically
New deals routed automatically — to the team, table, and slides
Website inquiries: sheet, alert and one-click reply
A form submission becomes a full contact with a verified email
A landing-page lead — into CRM, a task and chat at once
CRM event alerts across channels — with a log
Priority for big-budget leads — straight to the CRM and a team signal
Lead capture with a multi-step form
A task and an alert on every deal move in your CRM
Lead scoring and routing: hot leads straight to sales
Quote requests handled — from form to client reply
Win back leads after missed calls
Stalled leads: a morning nudge to the rep with the next step written out
Auto-handle lead replies from email — CRM task and sales alert
Score inbound leads against your own ideal-client profile
When a payment lands: receipt, CRM update and a team ping
Client meeting prep: the gift, the place, and their preferences
A personal post-purchase message to your customer — automatic
Mining leads from your inbox into a sheet
Personalized video-pitch scripts for job posts
High-value lead alerts — to chat, sheet and calendar
A form lead: analysed in a sheet, answered by email, flagged in your chat
Website leads: scored and routed — hot ones to sales, the rest to nurture
Early warnings on at-risk deals, delivered to the rep's chat
Lead qualification by robo-call — with a proposal for the good fits
Posts with real deal potential — pinged to chat, filed in your knowledge base
Hiring spikes at your accounts — straight to team chat
Scoring and routing leads from form submissions
A personal plan for every new lead — right after the request
Capture and route leads from every channel
Client onboarding from an intake form — checklist, consultant and kickoff
Client renewal reminders — ahead of time
Morning briefs for your meetings — who and where from
Cold-email reply triage: hot leads notified instantly
Lead scoring, an instant reply and a nudge to sales
Intake and routing of service requests with appointment booking
A new lead summed up from their site — a card in moysklad and an alert to Twake
Lead scoring with automatic routing of qualified prospects
Enrich leads and get alerts on strong ones
Score event RSVPs and route them to sales
A sales leaderboard with a personal word to the team — automatically
Property enquiries: instant auto-reply and the right agent alerted
B2B leads and cold emails — sourcing and sending, automated
Ready-to-buy clients from social — on request
Sales call breakdown: transcript, lead status, task
Classify and route every cold email reply
Businesses from the map — scored, each with an outreach email ready
Tender questionnaires — answered for you
Website lead scoring and an instant client reply
Website lead scoring — a task for the rep only on the strong ones
Re-engaging quiet clients — weekly, without manual tracking
Automatic follow-ups for prospects who went quiet
Website enquiry triage: spam aside, customers get a personal reply
A personal opening line for every lead on your list
A personal opening line for every contact
Incoming lead sorting and routing — automatically
A pre-meeting brief: last notes, open tickets, recent changes
Enquiries: qualified, written up, yours to approve
Lead verification, enrichment and sorting — automatically
Sort email leads and file them into the CRM — by importance

Any scenario from this collection can be launched in Scriptera: describe the task in plain words — it is built, launched and monitored for you.