OkoCrm and SourceCraft automations

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

64 scenarios

Move tasks from sourceCraft to okoCrm
Incident alerts — to everyone, everywhere at once
A form request — a tracker task and a team alert
Task comments — straight to your messenger
A landing-page lead — into CRM, a task and chat at once
A task and an alert on every deal move in your CRM
Automatic bug triage: priority, ticket, team alert
Unpaid-invoice control: task and email — on their own
Meeting notes turned into tasks and a summary
Urgent tasks that don't stall
Form feedback turned into tasks across your trackers
A morning task plan from sourceCraft to okoCrm
Onboarding a hire from a form: chats, a task and access
Monitoring your sites' certificate expiry
Incoming messages routed to the right team
Fast-track VIP support tickets — instant task and alert
Customer-feedback triage with tickets — automatically
Tickets prioritized by importance, tasks created for you
A morning briefing of today's tasks in your chat
An idea from your notes into a ready plan to approve
Resumes from a folder into a candidate card and a hiring task
Feedback sorted by sentiment — and every complaint becomes a ticket
Stuck tickets, followed up automatically
Bug reports turned into proper tickets
Data-load failure monitoring with tasks and alerts
Daily change summary from the repo to a messenger
Urgent tickets become tasks and an instant team alert
Customer escalations found automatically and routed to the team
Topic legislation tracker with tasks
Team-capacity tracking with over-allocation alerts
Payment dispute alerts with automatic task creation
Contract renewal reminders: an email to the client, a task for the rep
New-issue triage: task, notification, reply to the author, and a logged row
Stock sentiment from social media — into tasks and alerts
Meeting attendance: a log, the late list and a summary in your chat
Critical bugs from testing escalated straight to tickets and engineering chat
Release notes, a QA task and team alerts — straight from a version tag
A daily numbers summary — to chat and email
Failed-login detection with tickets and alerts
Error-log watch with automatic tickets
A daily launch digest — with a task for each notable one
Cross-tool task dependencies, reconciled every night
Data-quality watch that alerts only on real issues
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Turn security-scanner findings into tasks — no duplicates
Website lead scoring — a task for the rep only on the strong ones
Catch churning customers early: record updated, task created, team alerted
Incident response — ticket, alert, and report in seconds
Content ideas from your audience's real pain points
Change request routing: tickets, audit trail and notifications
IT tickets by voice from Telegram — straight into sourceCraft
A morning traffic summary for your site — in plain words
Reorder recommendations from your stock table — automatically
Route change requests by the rules — no manual triage
Customer feedback sorted into themes, tasks and a weekly report
Automatic scenario check with an error report
A pre-meeting brief: last notes, open tickets, recent changes
Support tickets turned into a prioritized engineering backlog
A full new-client welcome after the form
Tasks from your meeting recording, straight into the tracker
An end-of-day report — written by AI and sent for you
A pre-meeting brief: past agreements and what changed, sent to every attendee
A timesheet that fills itself
Tester feedback triage: tickets, knowledge base and a reply to the author