Scriptera
Home Assistant and Monica CRM automations
Ready-made scenarios where Home Assistant and Monica CRM work for you: pick one — a copy appears in your account and runs on its own.
40 scenarios
- New notes in Monica CRM — Events in Home Assistant
- New tasks in Monica CRM — Events in Home Assistant
- Updated activities in Monica CRM — Events in Home Assistant
- New contacts in Monica CRM — Events in Home Assistant
- Updated contacts in Monica CRM — Events in Home Assistant
- New events in Home Assistant — Updating records in Monica CRM
- New records in Monica CRM — Events in Home Assistant
- New events in Home Assistant — Records in Monica CRM
- Tasks from Monica CRM land in Home Assistant
- Deleted contacts in Monica CRM — Events in Home Assistant
- Interview tracking: reminders, statuses and emails
- A study plan, already placed in your calendar
- The right offer sent right after the enquiry — with a follow-up reminder
- A personal assistant in Telegram — by voice and text
- High-value lead alerts — to chat, sheet and calendar
- From a meeting — ready tasks, events and notifications
- Automatic candidate screening and interview booking
- A daily briefing by email: tasks and meetings in one message
- Launch a vacancy: deadlines, task and announcement in one move
- A personal AI assistant with a personality
- Client onboarding from an intake form — checklist, consultant and kickoff
- Intake and routing of service requests with appointment booking
- A daily productivity read from your calendar and tasks
- A weekly report: the week against your goals
- Smart break suggestions for the gaps between your meetings
- A personal assistant in your messenger: email, calendar and tasks by voice
- Call summaries, tasks and follow-ups, automatically
- Meeting summaries and tasks across every channel — automatically
- Paid appointment booking: calendar, payment and reminder
- Taking food orders in your messenger — into a table and calendar
- Morning reminders of birthdays and name days
- Instant replies to messenger leads, with scoring and meeting booking
- Client visit booking — the assistant replies and books on its own
- Calendar meeting reminders — email and SMS
- A timesheet that fills itself
- Property compliance monitoring with automatic follow-through
- AI marketing outreach with reply handling — on autopilot
- Post accounting entries in Monica CRM with a plain message
- A sales assistant across every messenger
- Run your work from one chat — mail, calendar, tasks, clients
