Scriptera
HaloPSA and OkoCrm automations
Ready-made scenarios where HaloPSA and OkoCrm work for you: pick one — a copy appears in your account and runs on its own.
15 scenarios
- Unassigned support tickets — as a list in okoCrm
- Chat messages — into support tickets
- Customer emails become support tickets with a spreadsheet log
- Early churn-risk detection from HaloPSA tickets
- Daily duplicate-customer detection in your payment system
- Support emails become tickets with a priority attached
- Stuck tickets, followed up automatically
- A support ticket digest — every morning
- A daily access check: two-factor and stale keys
- Stripe invoices from your wholesale orders table
- A summary of support tickets — topics and customer mood
- Support metrics from two systems — in one weekly report
- SLA monitoring that warns before a ticket breaches
- Payment issue handling: a reply to the customer, an escalation to the team
- Response to a leaked access key — deactivate and lock down
