OkoCrm + Xero scenarios

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

39 scenarios

Text from chat photos, straight into a sheet
Data shaped to the table format — prepared automatically before writing
Accounting customers — into a spreadsheet every month
A daily birthday reminder to your messenger
Accounting invoices — in a sheet on their own, in real time
New invoice alerts — straight into your team chat
Lead scoring and routing: hot leads straight to sales
Win back abandoned Shopify carts by email and in CRM
Inbound leads scored, with alerts and draft replies for the hot ones
New-lead handling: CRM entry, team alert and reminder
Contacts tagged by role and seniority — automatically
Client onboarding from a single form: folder, contact, channel, tasks
High-value lead alerts — to chat, sheet and calendar
Scoring and routing leads from form submissions
Client renewal reminders — ahead of time
Capture and route leads from every channel
Cold outreach with auto follow-ups and CRM tracking
Re-engage stalled leads with a ready-made email
Invoice to the customer right after the order, issued and sent automatically
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Score event RSVPs and route them to sales
Invoice intake with reading, risk checks and approval
Shipping quotes delivered right in the customer chat
Website leads — enrichment, scoring and routing to CRM
Campaign and deal analytics — in one table
Re-engaging quiet clients — weekly, without manual tracking
Automatic follow-ups for prospects who went quiet
Invoices from email into accounting, with approval
Morning reminders of birthdays and name days
Tell customers their bug is fixed — the moment the issue closes
Invoice and customer email, right after the request
Incoming lead sorting and routing — automatically
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
Emailed invoices — into your books, automatically
Meeting recording → tasks, a client email and an updated CRM record
Feedback triage and customer replies — automatically
Every sale — logged, a ping to you and a thank-you to the buyer
AI marketing outreach with reply handling — on autopilot

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