МойСклад and OkoCrm automations

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

386 scenarios

Move tasks from moysklad to okoCrm
Form responses into a sheet, with a heads-up to the team
Website leads to your messenger and a sheet
An invoice in moysklad from a Typeform submission
Website leads land in your list and in the team chat
Incident alerts — to everyone, everywhere at once
Meeting notes the moment the call ends
Scenario failure alerts — to your messenger, inbox and a log
A website lead: to the team chat, into a sheet, with an email to the client
Affiliate events — into chat and into a table
Sort form feedback by sentiment
Failure alerts: a message in chat and a row in the log
A form request — a tracker task and a team alert
Client onboarding: folder, record and team alert, automatically
Sync an Excel sheet with a okoCrm database
Multilingual product descriptions — from the photo
New store orders — to chat and a sheet
Store orders — straight into a sheet and your chat
Daily mention collection with a sentiment read
A weekly store sales total in a sheet
Daily task snapshots from your board into a sheet
Capturing ideas into your knowledge base
Fresh funding rounds in a table every day
Booking handling: table, mailing list, notification
Sync a okoCrm database to a sheet, no duplicates
An hourly rate history in your own sheet, plus messages to your messenger
Stuck-task alerts to your messenger
Meeting notes and action items in your knowledge base, minutes after the call
Bug reports from a form — into repository issues with an alert
Store buyers become newsletter subscribers automatically
A form submission becomes a full contact with a verified email
New deals routed automatically — to the team, table, and slides
Ad copy and CTAs for a product — from a short form
Low-stock alerts — in advance
Website inquiries: sheet, alert and one-click reply
Daily stock trade ideas, generated automatically
CRM event alerts across channels — with a log
Document translation quality check — a discrepancy report on its own
Auto-saving reels to storage, with a log and an alert
A weekly summary of new records to your messenger
Sorting customer feedback by category with alerts
A landing-page lead — into CRM, a task and chat at once
Priority for big-budget leads — straight to the CRM and a team signal
A per-user request limit for your service — holds on its own
Form responses into a ready summary and a document
The day's economic calendar — the big events to your messenger, everything to a sheet
Meeting notes turned into tasks and a summary
Workout journal with AI analysis
A task and an alert on every deal move in your CRM
A daily market-and-competitor overview from the news
Lead capture with a multi-step form
Contract risk review from a PDF, logged and alerted
Appointment approvals in one tap, with the client's email written for you
Unpaid-invoice control: task and email — on their own
Urgent tasks that don't stall
Automatic bug triage: priority, ticket, team alert
Early churn-risk detection from Zendesk tickets
Lead scoring and routing: hot leads straight to sales
Win back leads after missed calls
Site speed under watch — with history and alerts
Quote requests handled — from form to client reply
Daily duplicate-customer detection in your payment system
Onboarding a hire from a form: chats, a task and access
Panic button: an instant alert with your location
An app-store optimization report from a link
Route leads by budget and source — automatically
Support email triage: category, priority, a ticket and alerts for the critical ones
Form feedback turned into tasks across your trackers
Knowledge-base freshness monitoring — overdue articles come to you
A morning task plan from moysklad to okoCrm
CRM company and task from a form submission
Sorting support requests by urgency
Image posts from X — into your channel on their own
Email and form requests in one stream, prioritised and auto-answered
Fast-track VIP support tickets — instant task and alert
Instructions from emails into the ledger — with a confirmation to the client
Call transcripts — straight into your spreadsheet and base
Customer-feedback triage with tickets — automatically
A post with a matching image, from a single topic
Company market caps from the market — as a chart in your messenger
Client risk scoring the moment the form is submitted
Stalled leads: a morning nudge to the rep with the next step written out
Auto-handle lead replies from email — CRM task and sales alert
Monitoring your sites' certificate expiry
Public holidays across a distributed team — flagged in advance
Daily matchup breakdown — every morning in your messenger
One article — posts for every platform, automatically
Incoming messages routed to the right team
Real-time sentiment from event feedback
Score inbound leads against your own ideal-client profile
Fresh remote jobs in okoCrm and a sheet
Collecting positive customer reviews
An idea from your notes into a ready plan to approve
Trading signals from email — straight to your messenger and a sheet
All customer inquiries in one place — from email and web forms
When a payment lands: receipt, CRM update and a team ping
A single-use meeting link — logged in a sheet and announced
A daily standup digest — instead of a wall of twelve messages
Video ideas from viewer comments — on a schedule
A daily store sales snapshot — in your chat and in your sheet