OkoCrm and SendGrid automations

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

528 scenarios

An invoice in okoCrm from a Typeform submission
Website requests — straight to your messenger, a confirmation to the client
Emergency alerts — to parents and staff in seconds
A breakdown of client feedback and a ready post from each
A website lead: to the team chat, into a sheet, with an email to the client
Meeting notes — right after the call
An exam-prep question — every day to email, messenger, and SMS
Notifications about new invoices from your inbox to your messenger
Website downtime alerts — to every channel at once
Scenario failure alerts — to your messenger, inbox and a log
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
Cold emails from company profiles — automatically
Failure alerts for your scenarios: log and email
Applicant screening with a candidate rating
Monthly PDF report from your database, delivered by email
New client onboarding — folder, email and team, automatically
Prescriptions to patients — by email and okoCrm at once
Automatic follow-ups on unpaid invoices
A warm thought every morning, in your inbox
Product delivery and an upsell right after payment
Failure alerts: an email and a message the moment something breaks
Failure alerts across every channel
High-priority tickets alert every channel at once
Construction site attendance with geofencing
Products from any website — collected into a spreadsheet
A personal email assistant — handles your mail and attachments
Customer feedback — logged and answered at once
Someone books a meeting — the guest gets an email, the team gets a heads-up
A project request — turned into a proposal and emailed to the client
Incoming invoices: forwarding, archiving and notification — automatic
A meaningful reply to every website lead — by email, within a minute
Data from itinerary PDFs — into a spreadsheet automatically
Application screening: the CV read, the candidate scored and answered
Post-interview feedback reminders — sent daily, automatically
Tasks and a summary from your weekly notes
Attendance tracking with instant teacher alerts
AI breakdown of any failure — straight to your inbox and messenger
Website inquiries: sheet, alert and one-click reply
A heads-up when the clocks change in other time zones
The forum topics you need — by keywords, with alerts
Emails to found companies — from list to sent
Smart alerts for important emails in okoCrm
A daily trend digest from discussions
Expense tracking from receipt photos, automatically
Payment reminders with a link — by email and messenger
Form submissions straight into a table — with an automatic reply
CRM event alerts across channels — with a log
A daily news roundup on your topic — automatically
Instant failure alerts: urgent ping to chat, full report by email
A freed-up domain monitor with alerts
Property-tour booking without the back-and-forth
Urgent tasks that don't stall
Security alerts, triaged by priority
Automated malicious-file triage with threat-intel lookup
Lead scoring and routing: hot leads straight to sales
Appointment approvals in one tap, with the client's email written for you
Every lead: reply, CRM and nurture, instantly
Unpaid-invoice control: task and email — on their own
A weekly briefing on your topic — to your inbox and knowledge base
Product descriptions from a form — written and translated
Auto-qualifying inbound leads from a form
Search-ranking watch — a same-day alert when positions drop
Catch invoices in your inbox, ping your messenger
Workout journal with AI analysis
Inbound leads scored, with alerts and draft replies for the hot ones
Installation booking approvals through chat
Route leads by budget and source — automatically
Order confirmation and a coupon for first-time buyers
Daily stock market recap — to your messenger and email
Medication reminders — by messenger and email
Pitch an upgrade at the exact moment a customer outgrows their plan
A daily digest of fresh freelance jobs — to your inbox
AI-driven application review with instant replies
LinkedIn lead finding and personalized outreach
Free Udemy courses — into a sheet on their own
Win back abandoned Shopify carts by email and in CRM
Tasks into your calendar without clashes — availability checked, everything logged
A monthly AI-spend report — emailed automatically
Track construction progress from site photos
Failure alerts — instantly, in every channel
Interview tracking: reminders, statuses and emails
A weekly ad report, delivered for you
A daily news digest — to your inbox and messenger
A receipt to the client and an alert to the team — right after payment
Support from chat and email in one place
Quote requests handled — from form to client reply
Form-feedback analysis with sentiment and a report
Order tracking in a table with an evening email summary
Sorting support requests by urgency
A morning news digest from your own sources
Instant replies to inbound leads, with lead scoring
A new lead: a CRM card and a welcome — instantly
An instant reply to every new lead from your sheet
Business leads from Google Maps with auto-emails
Automated appointment booking with calendar and email confirmations
Stock price alerts — sent to you the moment it matters
Data at once into online sheet okoCrm and as a file to SendGrid
Instant property answers in the messenger — with hot buyers passed to an agent