OkoCrm + Pachca scenarios

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

309 scenarios

A daily task reminder to your messenger
Form responses into a sheet, with a heads-up to the team
Website leads to your messenger and a sheet
Website leads land in your list and in the team chat
An invoice in okoCrm from a Typeform submission
A website lead: to the team chat, into a sheet, with an email to the client
Sort form feedback by sentiment
Affiliate events — into chat and into a table
Website downtime alerts — to every channel at once
Scenario failure alerts — to your messenger, inbox and a log
Failure alerts: a message in chat and a row in the log
High-priority tickets alert every channel at once
Price-dip alerts, delivered to your messenger and by SMS
New store orders — to chat and a sheet
Failure alerts across every channel
Client onboarding: folder, record and team alert, automatically
Daily mention collection with a sentiment read
Store orders — straight into a sheet and your chat
Booking handling: table, mailing list, notification
Daily meeting digest — to your messenger each morning
A weekly store sales total in a sheet
An hourly rate history in your own sheet, plus messages to your messenger
A daily signups report to every team chat
Capturing ideas into your knowledge base
Bug reports from a form — into repository issues with an alert
Ad copy and CTAs for a product — from a short form
Website inquiries: sheet, alert and one-click reply
Meeting notes and action items in your knowledge base, minutes after the call
Store buyers become newsletter subscribers automatically
New-gig alerts from a job board — to your chat
New deals routed automatically — to the team, table, and slides
Priority for big-budget leads — straight to the CRM and a team signal
CRM event alerts across channels — with a log
Auto-saving reels to storage, with a log and an alert
Sorting customer feedback by category with alerts
Daily stock trade ideas, generated automatically
Lead capture with a multi-step form
Appointment approvals in one tap, with the client's email written for you
Early churn-risk detection from Zendesk tickets
Lead scoring and routing: hot leads straight to sales
The day's economic calendar — the big events to your messenger, everything to a sheet
Contract risk review from a PDF, logged and alerted
Workout journal with AI analysis
Failure alerts — instantly, in every channel
Fresh articles posted to your feed — never the same one twice
Knowledge-base freshness monitoring — overdue articles come to you
Support email triage: category, priority, a ticket and alerts for the critical ones
Site speed under watch — with history and alerts
Win back leads after missed calls
Quote requests handled — from form to client reply
Panic button: an instant alert with your location
Sorting support requests by urgency
Daily duplicate-customer detection in your payment system
The follow-up after a meeting — written for you
Real-time sentiment from event feedback
One article — posts for every platform, automatically
A weekly sales summary — straight into your team chat
Client risk scoring the moment the form is submitted
Auto-handle lead replies from email — CRM task and sales alert
Score inbound leads against your own ideal-client profile
Email and form requests in one stream, prioritised and auto-answered
Daily matchup breakdown — every morning in your messenger
AI comment moderation with a team report
A post with a matching image, from a single topic
Company market caps from the market — as a chart in your messenger
Public holidays across a distributed team — flagged in advance
Fresh remote jobs in pachca and a sheet
Instructions from emails into the ledger — with a confirmation to the client
Image posts from X — into your channel on their own
A location database for shoots from a simple query — automatically
Weekly store sales analysis with AI
Automatic comment moderation under your posts
Recaps of a channel's new videos — with approval before publishing
An idea from your notes into a ready plan to approve
Shared-inbox emails routed to the right channels by topic
Pre-release readiness checks — on autopilot
A summary of a new video — into a vk post after approval
All customer inquiries in one place — from email and web forms
When a payment lands: receipt, CRM update and a team ping
Which channels bring revenue, not just leads
Trading signals from email — straight to your messenger and a sheet
A single-use meeting link — logged in a sheet and announced
A daily standup digest — instead of a wall of twelve messages
Auto-posting fresh topic articles to social
Tickets prioritized by importance, tasks created for you
Influencer brand-safety check — automated
Social replies — straight into your work chat and your database
A daily store sales snapshot — in your chat and in your sheet
Call summaries — sent to your team and CRM automatically
Brand mentions with tone scoring — to the right channel
Call analysis: an unhappy client pings the manager immediately
Data-load failure monitoring with tasks and alerts
Topic news monitoring with a digest to your messenger
Invoice data into a sheet — from PDFs automatically
Round-the-clock answers to hotel guests, in their own language
Shield your AI assistant from malicious incoming messages
A voice note becomes a worked-out answer
Job matches with a ready cover letter
Proposals for the right projects — finished, within minutes
A personal post-purchase message to your customer — automatic

Any scenario from this collection can be launched in Scriptera: describe the task in plain words — it is built, launched and monitored for you.