Scriptera
Invoice Ninja and YCLIENTS automations
Ready-made scenarios where Invoice Ninja and YCLIENTS work for you: pick one — a copy appears in your account and runs on its own.
38 scenarios
- New Invoice Ninja customers and payments — into Yclients
- Tasks from one Yclients land on the other board
- Text from chat photos, straight into a sheet
- Accounting customers — into a spreadsheet every month
- Accounting invoices — in a sheet on their own, in real time
- Daily duplicate-customer detection in your payment system
- Form feedback turned into tasks across your trackers
- Personalised welcome emails right after payment
- Tickets prioritized by importance, tasks created for you
- Data-load failure monitoring with tasks and alerts
- A daily revenue forecast — from your own payments
- Feedback sorted by sentiment — and every complaint becomes a ticket
- Stuck tickets, followed up automatically
- Resumes from a folder into a candidate card and a hiring task
- Team-capacity tracking with over-allocation alerts
- Topic legislation tracker with tasks
- Urgent emails from key clients, turned straight into tasks
- New-issue triage: task, notification, reply to the author, and a logged row
- Meeting attendance: a log, the late list and a summary in your chat
- Stripe invoices from your wholesale orders table
- Paid access to Zoom meetings via Invoice Ninja
- Failed-login detection with tickets and alerts
- Cross-tool task dependencies, reconciled every night
- Client onboarding from a questionnaire: project, tasks, channel, email, CRM
- Incident response — ticket, alert, and report in seconds
- Content ideas from your audience's real pain points
- Release notes from closed tasks — published everywhere at once
- Change request routing: tickets, audit trail and notifications
- Reorder recommendations from your stock table — automatically
- Route change requests by the rules — no manual triage
- A morning traffic summary for your site — in plain words
- 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
- 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
- Invoices from orders and payment reminders — automatically
