Clockify and OkoCrm automations

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

67 scenarios

Move tasks from Clockify to okoCrm
Incident alerts — to everyone, everywhere at once
A form request — a tracker task and a team alert
A landing-page lead — into CRM, a task and chat at once
A task and an alert on every deal move in your CRM
Meeting notes turned into tasks and a summary
Unpaid-invoice control: task and email — on their own
Urgent tasks that don't stall
Automatic bug triage: priority, ticket, team alert
Form feedback turned into tasks across your trackers
A morning task plan from Clockify to okoCrm
Onboarding a hire from a form: chats, a task and access
Daily duplicate-customer detection in your payment system
Incoming messages routed to the right team
Monitoring your sites' certificate expiry
Customer-feedback triage with tickets — automatically
Fast-track VIP support tickets — instant task and alert
A morning briefing of today's tasks in your chat
Tickets prioritized by importance, tasks created for you
An idea from your notes into a ready plan to approve
Data-load failure monitoring with tasks and alerts
Feedback sorted by sentiment — and every complaint becomes a ticket
Resumes from a folder into a candidate card and a hiring task
Stuck tickets, followed up automatically
Bug reports turned into proper tickets
Topic legislation tracker with tasks
Team-capacity tracking with over-allocation alerts
Customer escalations found automatically and routed to the team
Urgent tickets become tasks and an instant team alert
New-issue triage: task, notification, reply to the author, and a logged row
Contract renewal reminders: an email to the client, a task for the rep
Payment dispute alerts with automatic task creation
Stripe invoices from your wholesale orders table
Meeting attendance: a log, the late list and a summary in your chat
A daily access check: two-factor and stale keys
Release notes, a QA task and team alerts — straight from a version tag
Stock sentiment from social media — into tasks and alerts
Critical bugs from testing escalated straight to tickets and engineering chat
Failed-login detection with tickets and alerts
A daily numbers summary — to chat and email
Error-log watch with automatic tickets
A daily launch digest — with a task for each notable one
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Cross-tool task dependencies, reconciled every night
Data-quality watch that alerts only on real issues
Incident response — ticket, alert, and report in seconds
Catch churning customers early: record updated, task created, team alerted
Website lead scoring — a task for the rep only on the strong ones
Turn security-scanner findings into tasks — no duplicates
Your agency's real profit — in chat every day
Tasks and a recap email after a meeting — from one yes
Client onboarding from a single form: project, tasks, contract, channel
Content ideas from your audience's real pain points
Route change requests by the rules — no manual triage
IT tickets by voice from Telegram — straight into Clockify
Reorder recommendations from your stock table — automatically
Change request routing: tickets, audit trail and notifications
A morning traffic summary for your site — in plain words
Customer feedback sorted into themes, tasks and a weekly report
Automatic scenario check with an error report
A full new-client welcome after the form
A pre-meeting brief: last notes, open tickets, recent changes
Support tickets turned into a prioritized engineering backlog
Tasks from your meeting recording, straight into the tracker
An end-of-day report — written by AI and sent for you
Tester feedback triage: tickets, knowledge base and a reply to the author
Response to a leaked access key — deactivate and lock down