Pachca and Roistat automations

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

206 scenarios

Form responses into a sheet, with a heads-up to the team
An invoice in roistat from a Typeform submission
Website leads land in your list and in the team chat
Sort form feedback by sentiment
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
Failure alerts: a message in chat and a row in the log
New store orders — to chat and a sheet
Client onboarding: folder, record and team alert, automatically
An hourly rate history in your own sheet, plus messages to your messenger
Capturing ideas into your knowledge base
Stuck-task alerts to your messenger
A weekly store sales total in a sheet
Store orders — straight into a sheet and your chat
Daily mention collection with a sentiment read
Booking handling: table, mailing list, notification
Store buyers become newsletter subscribers automatically
Website inquiries: sheet, alert and one-click reply
Meeting notes and action items in your knowledge base, minutes after the call
New deals routed automatically — to the team, table, and slides
Daily stock trade ideas, generated automatically
Priority for big-budget leads — straight to the CRM and a team signal
CRM event alerts across channels — with a log
A weekly summary of new records to your messenger
Sorting customer feedback by category with alerts
Early churn-risk detection from Zendesk tickets
The day's economic calendar — the big events to your messenger, everything to a sheet
Sorting support requests by urgency
Site speed under watch — with history and alerts
Win back leads after missed calls
Support email triage: category, priority, a ticket and alerts for the critical ones
Knowledge-base freshness monitoring — overdue articles come to you
Daily duplicate-customer detection in your payment system
Quote requests handled — from form to client reply
Panic button: an instant alert with your location
Auto-handle lead replies from email — CRM task and sales alert
Instructions from emails into the ledger — with a confirmation to the client
Score inbound leads against your own ideal-client profile
A post with a matching image, from a single topic
A clear weekly site report — to your email and messenger
One article — posts for every platform, automatically
Email and form requests in one stream, prioritised and auto-answered
Company market caps from the market — as a chart in your messenger
Client risk scoring the moment the form is submitted
Real-time sentiment from event feedback
Image posts from X — into your channel on their own
Stalled leads: a morning nudge to the rep with the next step written out
Public holidays across a distributed team — flagged in advance
Pre-release readiness checks — on autopilot
Weekly store sales analysis with AI
A single-use meeting link — logged in a sheet and announced
Shared-inbox emails routed to the right channels by topic
A summary of a new video — into a vk post after approval
A daily standup digest — instead of a wall of twelve messages
Trading signals from email — straight to your messenger and a sheet
Tickets prioritized by importance, tasks created for you
An idea from your notes into a ready plan to approve
A site-analytics breakdown, routed by how urgent the news is
Automatic comment moderation under your posts
Recaps of a channel's new videos — with approval before publishing
One article, repurposed into ready-to-publish posts
A location database for shoots from a simple query — automatically
When a payment lands: receipt, CRM update and a team ping
An alert before your SSL certificate expires — in advance
Call analysis: an unhappy client pings the manager immediately
Job matches with a ready cover letter
Invoice data into a sheet — from PDFs automatically
Shield your AI assistant from malicious incoming messages
Data-load failure monitoring with tasks and alerts
Client meeting prep: the gift, the place, and their preferences
Topic news monitoring with a digest to your messenger
A personal post-purchase message to your customer — automatic
Round-the-clock answers to hotel guests, in their own language
A voice note becomes a worked-out answer
Weekly channel performance digest, delivered automatically
An invoice decision log: who approved what, and when
Product review sentiment analysis with a summary in chat
High-value lead alerts — to chat, sheet and calendar
Website leads: scored and routed — hot ones to sales, the rest to nurture
Fresh podcast topic ideas, every day
Personalized video-pitch scripts for job posts
A wall of love: positive reactions logged and shared with the team
A daily trivia icebreaker in your team chat
Data-privacy complaint handling: register, reply, notify
New-issue triage: task, notification, reply to the author, and a logged row
App reviews in a table and an alert on the bad ones
Fresh news on a topic with a breakdown — to a table and messenger
Scoring and routing leads from form submissions
Instant call breakdown: objections, risks and the next step
Support inbox triage: urgent to the team, routine answered automatically
A song from a text description — automatically
Posts with real deal potential — pinged to chat, filed in your knowledge base
Regular market and competitor research reports
Short videos with voiceover, from a single topic
Online course discount tracking with instant messenger alerts
Meeting attendance: a log, the late list and a summary in your chat
Inbox triage with ready reply drafts
Your morning AI brief from newsletters
A daily productivity read from your calendar and tasks