Scriptera
KoBoToolbox and YCLIENTS automations
Ready-made scenarios where KoBoToolbox and YCLIENTS work for you: pick one — a copy appears in your account and runs on its own.
47 scenarios
- KoBoToolbox submissions become cards in Yclients
- Site submissions from KoBoToolbox become records in Yclients
- KoBoToolbox entries become items in Yclients
- Form responses into a sheet, with a heads-up to the team
- An invoice in yclients from a KoBoToolbox submission
- Receipt data — into a table from a photo in a form
- Form feedback sorted into sheets — positive and negative
- Sort form feedback by sentiment
- Form submissions into cards on your task board
- Product feedback — into a base, the important ones into tasks
- Product delivery and an upsell right after payment
- A project request — turned into a proposal and emailed to the client
- Bug reports from a form — into repository issues with an alert
- A form submission becomes a full contact with a verified email
- Priority for big-budget leads — straight to the CRM and a team signal
- Appointment approvals in one tap, with the client's email written for you
- Lead scoring and routing: hot leads straight to sales
- Track construction progress from site photos
- Sorting support requests by urgency
- CRM company and task from a form submission
- AI-driven application review with instant replies
- Route leads by budget and source — automatically
- Applications scored automatically — only the shortlist reaches you
- Validate and enrich form leads
- Employee onboarding from a single form
- A quiz from a document — built for you
- Tickets prioritized by importance, tasks created for you
- A form submission: scored, enriched with company data, answered personally
- Collect testimonials, analyse them and thank the customer
- Scoring and routing inquiries — automatically
- Applications get screened and strong candidates get invited at once
- Employee offboarding — tasks and insights handled automatically
- Vehicle checks from a form: alerts on critical, history in a sheet
- Screen job candidates by résumé with AI scoring
- Client onboarding from a questionnaire: project, tasks, channel, email, CRM
- The recording, emailed to everyone who missed the meeting
- Loan applications: assessed, decided and answered the same day
- Repair requests from a KoBoToolbox form — routed by urgency at once
- Form feedback sorts itself: tasks, table, alerts
- Reports from diagnosis emails — as PDF, straight to the recipients
- Multi-tier expense approval on autopilot
- Patient intake triage and sorting — automatically
- Invoice intake with reading, risk checks and approval
- Guest feedback — instant sentiment analysis and recovery
- A full new-client welcome after the form
- A form order: invoice and client confirmation — automatic
- An agreement from request to signature — the whole path on its own
