Scriptera
MoeDelo and SendGrid automations
Ready-made scenarios where MoeDelo and SendGrid work for you: pick one — a copy appears in your account and runs on its own.
16 scenarios
- PDF invoices generated from a form and emailed automatically
- A contract from a form — filled in and sent to the client automatically
- Route each new order into your CRM, invoices, and mailing list
- Scheduled invoice payment reminders for customers
- Automatic payment reminders for moeDelo invoices
- Invoices from an order form — issued and sent automatically
- Meeting notes — into tasks, participant emails and a summary
- A ready lead magnet for your niche — as a document, sent by email
- An automated follow-up email sequence for your contacts
- Welcome emails for new customers with tracking
- Procedures generated from raw documents — steps, register and delivery
- Blog articles from store products — a draft for each
- Low-stock monitoring for your store, with priority alerts
- Client brief breakdowns, done for you with industry research
- One-click insurance submissions to carriers
- Invoices from orders and payment reminders — automatically
