Invoice Ninja and OkoCrm automations

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

72 scenarios

Text from chat photos, straight into a sheet
A form request — a tracker task and a team alert
Accounting customers — into a spreadsheet every month
A paid invoice moves the deal in your CRM
Accounting invoices — in a sheet on their own, in real time
New invoice alerts — straight into your team chat
A landing-page lead — into CRM, a task and chat at once
Automatic bug triage: priority, ticket, team alert
Meeting notes turned into tasks and a summary
A task and an alert on every deal move in your CRM
Unpaid-invoice control: task and email — on their own
Urgent tasks that don't stall
Onboarding a hire from a form: chats, a task and access
A morning task plan from Invoice Ninja to okoCrm
Form feedback turned into tasks across your trackers
A receipt to the client and an alert to the team — right after payment
Daily duplicate-customer detection in your payment system
Incoming messages routed to the right team
Fast-track VIP support tickets — instant task and alert
Customer-feedback triage with tickets — automatically
Monitoring your sites' certificate expiry
Tickets prioritized by importance, tasks created for you
A morning briefing of today's tasks in your chat
Personalised welcome emails right after payment
Bug reports turned into proper tickets
Stuck tickets, followed up automatically
Data-load failure monitoring with tasks and alerts
Resumes from a folder into a candidate card and a hiring task
Feedback sorted by sentiment — and every complaint becomes a ticket
A daily revenue forecast — from your own payments
Customer escalations found automatically and routed to the team
Urgent tickets become tasks and an instant team alert
Team-capacity tracking with over-allocation alerts
Topic legislation tracker with tasks
Payment dispute alerts with automatic task creation
Contract renewal reminders: an email to the client, a task for the rep
New-issue triage: task, notification, reply to the author, and a logged row
Revenue reports from your payment system, straight to team chat
Stripe invoices from your wholesale orders table
Release notes, a QA task and team alerts — straight from a version tag
Stock sentiment from social media — into tasks and alerts
Meeting attendance: a log, the late list and a summary in your chat
Critical bugs from testing escalated straight to tickets and engineering chat
Failed-login detection with tickets and alerts
Paid access to Zoom meetings via Invoice Ninja
Error-log watch with automatic tickets
A daily launch digest — with a task for each notable one
A daily numbers summary — to chat and email
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Data-quality watch that alerts only on real issues
Cross-tool task dependencies, reconciled every night
Website lead scoring — a task for the rep only on the strong ones
Catch churning customers early: record updated, task created, team alerted
Tasks and a recap email after a meeting — from one yes
Incident response — ticket, alert, and report in seconds
Events on autopilot: registration, payment, reminders
Content ideas from your audience's real pain points
IT tickets by voice from Telegram — straight into Invoice Ninja
A morning traffic summary for your site — in plain words
Route change requests by the rules — no manual triage
Reorder recommendations from your stock table — automatically
Change request routing: tickets, audit trail and notifications
Customer feedback sorted into themes, tasks and a weekly 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
Reconcile payments, bank and orders — mismatches found for you
Emailed invoices — into your books, automatically
Tester feedback triage: tickets, knowledge base and a reply to the author
Kick off a client project the moment they pay