Scriptera
Keap and OkoCrm automations
Ready-made scenarios where Keap and OkoCrm work for you: pick one — a copy appears in your account and runs on its own.
624 scenarios
- A new contact — instantly a card on your task board
- Text from chat photos, straight into a sheet
- An invoice in okoCrm from a Typeform submission
- Website requests — straight to your messenger, a confirmation to the client
- Validating new contacts for dead addresses
- Data shaped to the table format — prepared automatically before writing
- A website lead: to the team chat, into a sheet, with an email to the client
- Meeting notes — right after the call
- A breakdown of client feedback and a ready post from each
- Emergency alerts — to parents and staff in seconds
- Website downtime alerts — to every channel at once
- Scenario failure alerts — to your messenger, inbox and a log
- Notifications about new invoices from your inbox to your messenger
- An exam-prep question — every day to email, messenger, and SMS
- Failure alerts for your scenarios: log and email
- Cold emails from company profiles — automatically
- A daily birthday reminder to your messenger
- Monthly PDF report from your database, delivered by email
- Applicant screening with a candidate rating
- Website enquiry intake — a ticket log and an instant reply
- The day's weather by email — with the history in a sheet
- Word of a project's major release — to chat and email
- Meeting recordings — into your storage and a shared log
- Prescriptions to patients — by email and okoCrm at once
- Product delivery and an upsell right after payment
- High-priority tickets alert every channel at once
- New client onboarding — folder, email and team, automatically
- Failure alerts: an email and a message the moment something breaks
- Automatic follow-ups on unpaid invoices
- Audio recordings turned into text — automatically
- Construction site attendance with geofencing
- Failure alerts across every channel
- Multilingual product descriptions — from the photo
- A warm thought every morning, in your inbox
- Customer feedback — logged and answered at once
- A meaningful reply to every website lead — by email, within a minute
- Application screening: the CV read, the candidate scored and answered
- A project request — turned into a proposal and emailed to the client
- Post-interview feedback reminders — sent daily, automatically
- A weekly store sales total in a sheet
- A personal email assistant — handles your mail and attachments
- Someone books a meeting — the guest gets an email, the team gets a heads-up
- Data from itinerary PDFs — into a spreadsheet automatically
- Products from any website — collected into a spreadsheet
- Incoming invoices: forwarding, archiving and notification — automatic
- A heads-up when the clocks change in other time zones
- The forum topics you need — by keywords, with alerts
- Attendance tracking with instant teacher alerts
- Website inquiries: sheet, alert and one-click reply
- Smart alerts for important emails in okoCrm
- AI breakdown of any failure — straight to your inbox and messenger
- Emails to found companies — from list to sent
- Low-stock alerts — in advance
- Cleaning and standardizing CSV before import — automatically
- Tasks and a summary from your weekly notes
- Auto-saving reels to storage, with a log and an alert
- Expense tracking from receipt photos, automatically
- Form submissions straight into a table — with an automatic reply
- Payment reminders with a link — by email and messenger
- Generating images from a description and archiving them
- CRM event alerts across channels — with a log
- A daily trend digest from discussions
- Instant failure alerts: urgent ping to chat, full report by email
- A daily news roundup on your topic — automatically
- A freed-up domain monitor with alerts
- Images from an idea in your messenger — AI polishes the prompt
- Search-ranking watch — a same-day alert when positions drop
- Email attachments — automatically into Keap
- Appointment approvals in one tap, with the client's email written for you
- Invoices from email — to storage and a log automatically
- Every lead: reply, CRM and nurture, instantly
- Property-tour booking without the back-and-forth
- Receipt data into okoCrm — from a chat photo
- Lead scoring and routing: hot leads straight to sales
- Product descriptions from a form — written and translated
- A weekly briefing on your topic — to your inbox and knowledge base
- Automated malicious-file triage with threat-intel lookup
- Unpaid-invoice control: task and email — on their own
- Catch invoices in your inbox, ping your messenger
- Auto-qualifying inbound leads from a form
- Security alerts, triaged by priority
- Workout journal with AI analysis
- Urgent tasks that don't stall
- Inbound leads scored, with alerts and draft replies for the hot ones
- Quote requests handled — from form to client reply
- Order tracking in a table with an evening email summary
- Daily stock market recap — to your messenger and email
- CRM company and task from a form submission
- Pitch an upgrade at the exact moment a customer outgrows their plan
- A receipt to the client and an alert to the team — right after payment
- Route leads by budget and source — automatically
- Installation booking approvals through chat
- A daily news digest — to your inbox and messenger
- LinkedIn lead finding and personalized outreach
- Free Udemy courses — into a sheet on their own
- Sorting support requests by urgency
- Order confirmation and a coupon for first-time buyers
- AI-driven application review with instant replies
- Business leads from Google Maps with auto-emails
- Medication reminders — by messenger and email
