New messages in Oko Crm — Records in Yclients

The scenario catches new messages in Oko Crm and creates records in Yclients, checks a condition along the way. Runs on its own, no manual copying.

  • Every message from Oko Crm is a row in Yclients, nothing forgotten.
  • Text, author and time are captured automatically.
  • Data for reports piles up with no manual transfer.
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How it works

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

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

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

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