New messages in Oko Crm — Notes in Monica CRM

The scenario catches new messages in Oko Crm and creates notes in Monica CRM. Runs on its own, no manual copying.

  • Every message from Oko Crm is saved as a note in Monica CRM — nothing is lost
  • The client's history is always at hand, no re-asking colleagues
  • You never copy chat by hand — context lands on its own
Add it to your accountScriptera

How it works

To create Monica CRM records from Oko Crm without manual input, use a ready-made scenario.

  1. Starts when: Schedule
  2. Then: Slack
  3. Then: Affinity

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

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