Compass and Monica CRM automations

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

344 scenarios

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