Scriptera
Affinity and Automizy automations
Ready-made scenarios where Affinity and Automizy work for you: pick one — a copy appears in your account and runs on its own.
Affinity
Automizy23 scenarios
- Affinity customers land in your address book
- Documents from storage sent to accounting
- New Affinity rows — contacts in Automizy
- New Affinity contacts show up in Automizy
- Copy Affinity entries into Automizy
- New Automizy land in Affinity by themselves
- Contacts synced into accounting
- Affinity entries — into Automizy
- Contacts from Automizy — into Affinity on their own
- Two-way contact sync between two CRMs
- Leads scored and routed to a rep — straight from the form
- A personalized sales proposal from a table row, ready and sent
- Win back abandoned Shopify carts by email and in CRM
- New-lead handling: CRM entry, team alert and reminder
- High-value lead alerts — to chat, sheet and calendar
- Scoring and routing leads from form submissions
- Automatic follow-ups for prospects who went quiet
- Re-engaging quiet clients — weekly, without manual tracking
- Incoming lead sorting and routing — automatically
- Lead verification, enrichment and sorting — automatically
- Feedback triage and customer replies — automatically
- Every sale — logged, a ping to you and a thank-you to the buyer
- AI marketing outreach with reply handling — on autopilot
