From Oko Crm through Action Network — the answer back to Oko Crm

On a schedule the scenario takes records from Oko Crm, processes them in Action Network and returns the result back to Oko Crm.

  • Processing runs on a schedule on its own
  • The result comes back to Oko Crm
  • No manual data shuffling
  • Empty runs are cut off by a condition

How it works

Automating Oko Crm and Action Network takes no code: a ready-made scenario does the routine for you.

  1. Starts when: Schedule
  2. Then: Slack
  3. Check: If
  4. If yes: Freshdesk
  5. Then: Slack 2

You can launch this Oko Crm + Action Network integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.