Scriptera
Wekan automations — Sales & Leads
Ready-made scenarios where Wekan works for you (sales & leads): pick one — a copy appears in your account and runs on its own.
86 scenarios
- Typeform answers become items in Wekan
- Stage change: deals in hubspot — Updating records in Wekan
- New leads in Copper — Boards in Wekan
- New deals in Copper — Cards in Wekan
- A booked CRM project creates a task card
- New forms in Wufoo — Running apis in Wekan
- Updated deals in Pipedrive — Boards in Wekan
- Stage change: deals in copper — Updating records in Wekan
- New deals in Affinity — Comments in Wekan
- Updated surveys in surveyMonkey — Boards in Wekan
- Updated leads in salesforce — Deleting records in Wekan
- Stage change: deals in copper — Updating records in Wekan — variant 2
- New deals in Affinity — Deleting records in Wekan
- New deals in Copper — Updating records in Wekan
- New deals in Affinity — Deleting boards in Wekan
- Stage change: deals in pipedrive — Running apis in Wekan
- Updated customers in Chargebee — Boards in Wekan
- Form submissions become items in Wekan
- New customers in Stripe — Running apis in Wekan
- Updated customers in Chargebee — Running apis in Wekan
- New customers in Stripe — Boards in Wekan
- New leads in Pipedrive — Comments in Wekan
- New customers in Clockify — Checklists in Wekan
- Updated deals in Pipedrive — Running apis in Wekan
- Stage change: deals in pipedrive — Updating cards in Wekan
- Updated contacts in Copper — Comments in Wekan
- New deals in Affinity — Running apis in Wekan
- New leads in Copper — Checklists in Wekan
- Push Salesforce leads into Wekan audiences
- JotForm submissions turn into Wekan cards
- Updated deals in Affinity — Updating cards in Wekan
- Updated contacts in Copper — Boards in Wekan
- Form responses — cards in Wekan
- Updated leads in Pipedrive — Cards in Wekan
- New deals in Copper — Lists in Wekan
- Stage change: deals in hubspot — Comments in Wekan
- New deals in HubSpot — Boards in Wekan
- New projects in Asana — Lists in Wekan
- New forms in netlify — Boards in Wekan
- New contacts in activeCampaign — Running apis in Wekan
- New contacts in activeCampaign — Boards in Wekan
- Updated records in Wekan — Contacts in Amo Crm
- Contacts from Amo Crm into Wekan audiences
- New contacts in activeCampaign — Checklists in Wekan
- New cards in Wekan — Contacts in Amo Crm
- New lists in Wekan — Customers in Stripe
- New contacts in Amo Crm — Deleting boards in Wekan
- Updated records in Wekan — Customers in Get Course
- New boards in Wekan — Customers in Get Course
- New deals in Bitrix24 — Cards in Wekan
- New lists in Wekan — Contacts in Amo Crm
- New cards in Wekan — Deals in Bitrix24
- New contacts in Amo Crm — Comments in Wekan
- New lists in Wekan — Finding contacts in Google Contacts
- Updated contacts in amoCrm — Deleting boards in Wekan
- New deals in Bitrix24 — Deleting records in Wekan
- New contacts in activeCampaign — Deleting boards in Wekan
- New form responses in Formstack — Updating records in Wekan
- Found: contacts in Google Contacts — Comments in Wekan
- Updated contacts in microsoftDynamicsCrm — Running apis in Wekan
- New contacts in activeCampaign — Comments in Wekan
- New leads in microsoftDynamicsCrm — Deleting boards in Wekan
- New lists in Wekan — Updating contacts in Amo Crm
- Found: deals in Pipedrive — Comments in Wekan
- New comments in Wekan — Deals in Bitrix24
- New messages in Telegram — Updating records in Wekan
- New cards in Wekan — Leads in Amo Crm
- Updated records in Wekan — Updating contacts in Amo Crm
- Updated contacts in amoCrm — Checklists in Wekan
- Found: customers in Get Course — Running apis in Wekan
- New lists in Wekan — Leads in Amo Crm
- New Amo Crm contacts — into Wekan audiences
- New contacts in Amo Crm — Boards in Wekan
- New contacts in Amo Crm — Running apis in Wekan
- Found: deals in Pipedrive — Running apis in Wekan
- Formstack responses into Wekan and Google Sheets
- Route each new order into your CRM, invoices, and mailing list
- A list of sites into lead cards on a board
- A PDF pricing proposal from your sheet — sent to the client
- Enrich your lead base with real company intel
- Sales call breakdown: transcript, lead status, task
- Form leads — as cards in Wekan
- A personal opening line for every lead on your list
- A personal opening line for every contact
- Finding companies and their staff's work contacts — with AI
- A sales assistant across every messenger
