BotHelp and Monica CRM automations

Ready-made scenarios where BotHelp and Monica CRM work for you: pick one — a copy appears in your account and runs on its own.

326 scenarios

Form responses into a sheet, with a heads-up to the team
Website leads land in your list and in the team chat
An invoice in Monica CRM from a Typeform submission
Website leads to your messenger and a sheet
Incident alerts — to everyone, everywhere at once
Scenario failure alerts — to your messenger, inbox and a log
A website lead: to the team chat, into a sheet, with an email to the client
Affiliate events — into chat and into a table
Sort form feedback by sentiment
A form request — a tracker task and a team alert
Failure alerts: a message in chat and a row in the log
A daily birthday reminder to your messenger
Client onboarding: folder, record and team alert, automatically
High-priority tickets alert every channel at once
New store orders — to chat and a sheet
Store orders — straight into a sheet and your chat
A weekly store sales total in a sheet
Daily mention collection with a sentiment read
Capturing ideas into your knowledge base
Stuck-task alerts to your messenger
An hourly rate history in your own sheet, plus messages to your messenger
Booking handling: table, mailing list, notification
New deals routed automatically — to the team, table, and slides
Bug reports from a form — into repository issues with an alert
Meeting notes and action items in your knowledge base, minutes after the call
Ad copy and CTAs for a product — from a short form
Store buyers become newsletter subscribers automatically
Website inquiries: sheet, alert and one-click reply
A form submission becomes a full contact with a verified email
A weekly summary of new records to your messenger
A landing-page lead — into CRM, a task and chat at once
Auto-saving reels to storage, with a log and an alert
Sorting customer feedback by category with alerts
Daily stock trade ideas, generated automatically
Priority for big-budget leads — straight to the CRM and a team signal
CRM event alerts across channels — with a log
Urgent tasks that don't stall
Appointment approvals in one tap, with the client's email written for you
Unpaid-invoice control: task and email — on their own
Meeting notes turned into tasks and a summary
The day's economic calendar — the big events to your messenger, everything to a sheet
Early churn-risk detection from Zendesk tickets
Workout journal with AI analysis
Contract risk review from a PDF, logged and alerted
Lead capture with a multi-step form
A task and an alert on every deal move in your CRM
Automatic bug triage: priority, ticket, team alert
Lead scoring and routing: hot leads straight to sales
A morning task plan from Monica CRM to botHelp
Inbound leads scored, with alerts and draft replies for the hot ones
Win back leads after missed calls
Knowledge-base freshness monitoring — overdue articles come to you
Site speed under watch — with history and alerts
Sorting support requests by urgency
Onboarding a hire from a form: chats, a task and access
Quote requests handled — from form to client reply
Panic button: an instant alert with your location
Support email triage: category, priority, a ticket and alerts for the critical ones
Daily duplicate-customer detection in your payment system
Score inbound leads against your own ideal-client profile
Customer-feedback triage with tickets — automatically
Image posts from X — into your channel on their own
A post with a matching image, from a single topic
Fresh remote jobs in botHelp and a sheet
New-lead handling: CRM entry, team alert and reminder
Stalled leads: a morning nudge to the rep with the next step written out
Email and form requests in one stream, prioritised and auto-answered
Real-time sentiment from event feedback
Incoming messages routed to the right team
Company market caps from the market — as a chart in your messenger
Fast-track VIP support tickets — instant task and alert
Instructions from emails into the ledger — with a confirmation to the client
One article — posts for every platform, automatically
Monitoring your sites' certificate expiry
Daily matchup breakdown — every morning in your messenger
Public holidays across a distributed team — flagged in advance
Client risk scoring the moment the form is submitted
Auto-handle lead replies from email — CRM task and sales alert
A single-use meeting link — logged in a sheet and announced
Trading signals from email — straight to your messenger and a sheet
A daily store sales snapshot — in your chat and in your sheet
A summary of a new video — into a vk post after approval
Weekly store sales analysis with AI
When a payment lands: receipt, CRM update and a team ping
All customer inquiries in one place — from email and web forms
Recaps of a channel's new videos — with approval before publishing
Market pain points — a daily digest of what’s new
Tickets prioritized by importance, tasks created for you
A morning briefing of today's tasks in your chat
Pre-release readiness checks — on autopilot
Shared-inbox emails routed to the right channels by topic
A location database for shoots from a simple query — automatically
Influencer brand-safety check — automated
An idea from your notes into a ready plan to approve
Automatic comment moderation under your posts
Page SEO check with advice, into a spreadsheet
Data-load failure monitoring with tasks and alerts
Invoice bookkeeping from PDFs: drop the file, the data appears
Round-the-clock answers to hotel guests, in their own language
Invoice data into a sheet — from PDFs automatically