How it works
To pass leads from Stackby to okoCrm automatically, use a ready-made scenario — no manual copying, no lost leads.
- Starts when: Data Rights Request Webhook
- Then: Workflow Configuration
- Then: Rights Validation Agent
- Check: Route by Validation Status
- If yes: Governance Agent
- Check: Route by Action Type
- If yes: Execute Fulfillment API
- Check: Merge Action Branches
- Then: Log Governance Actions
- If no: Send Regulatory Report
- If no: Notify Compliance Team
- Then: Log Compliance Escalations
- If no: Log Validation Results
- Then: Consent Lookup Tool
- Then: Retention Policy Tool
- Then: Regulatory Reporting Tool
- Then: Anthropic Model - Rights Agent
- Then: Anthropic Model - Governance Agent
- Then: Anthropic Model - Consent Tool
- Then: Anthropic Model - Retention Tool
- Then: Anthropic Model - Reporting Tool
- Then: Rights Validation Output Parser
- Then: Governance Output Parser
- Then: Consent Tool Output Parser
- Then: Retention Tool Output Parser
- Then: Reporting Tool Output Parser
You can launch this Stackby + okoCrm integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.