Pachca and YCLIENTS automations

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

297 scenarios

Form responses into a sheet, with a heads-up to the team
An invoice in yclients from a Typeform submission
Website leads to your messenger and a sheet
Website leads land in your list and in the team chat
A website lead: to the team chat, into a sheet, with an email to the client
Sort form feedback by sentiment
Scenario failure alerts — to your messenger, inbox and a log
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
Team alerts for new support tickets
Daily mention collection with a sentiment read
Stuck-task alerts to your messenger
Store orders — straight into a sheet and your chat
A weekly store sales total in a sheet
Booking handling: table, mailing list, notification
An hourly rate history in your own sheet, plus messages to your messenger
Capturing ideas into your knowledge base
Bug reports from a form — into repository issues with an alert
New deals routed automatically — to the team, table, and slides
Ad copy and CTAs for a product — from a short form
Store buyers become newsletter subscribers automatically
A form submission becomes a full contact with a verified email
Meeting notes and action items in your knowledge base, minutes after the call
Website inquiries: sheet, alert and one-click reply
CRM event alerts across channels — with a log
Auto-saving reels to storage, with a log and an alert
Daily stock trade ideas, generated automatically
Priority for big-budget leads — straight to the CRM and a team signal
A weekly summary of new records to your messenger
Sorting customer feedback by category with alerts
Appointment approvals in one tap, with the client's email written for you
Workout journal with AI analysis
Early churn-risk detection from Zendesk tickets
Lead scoring and routing: hot leads straight to sales
Lead capture with a multi-step form
The day's economic calendar — the big events to your messenger, everything to a sheet
Contract risk review from a PDF, logged and alerted
Win back leads after missed calls
Panic button: an instant alert with your location
Daily duplicate-customer detection in your payment system
Quote requests handled — from form to client reply
Knowledge-base freshness monitoring — overdue articles come to you
Sorting support requests by urgency
The follow-up after a meeting — written for you
Support email triage: category, priority, a ticket and alerts for the critical ones
Site speed under watch — with history and alerts
Instructions from emails into the ledger — with a confirmation to the client
Fresh remote jobs in pachca and a sheet
A post with a matching image, from a single topic
Daily matchup breakdown — every morning in your messenger
Score inbound leads against your own ideal-client profile
One article — posts for every platform, automatically
Email and form requests in one stream, prioritised and auto-answered
Stalled leads: a morning nudge to the rep with the next step written out
Company market caps from the market — as a chart in your messenger
Image posts from X — into your channel on their own
Auto-handle lead replies from email — CRM task and sales alert
Real-time sentiment from event feedback
Public holidays across a distributed team — flagged in advance
Watch a third-party service for changes — get warned before it breaks
Client risk scoring the moment the form is submitted
Tickets prioritized by importance, tasks created for you
Pre-release readiness checks — on autopilot
When a payment lands: receipt, CRM update and a team ping
One article, repurposed into ready-to-publish posts
Automatic comment moderation under your posts
Influencer brand-safety check — automated
A daily store sales snapshot — in your chat and in your sheet
Market pain points — a daily digest of what’s new
All customer inquiries in one place — from email and web forms
A daily standup digest — instead of a wall of twelve messages
Trading signals from email — straight to your messenger and a sheet
Weekly store sales analysis with AI
An idea from your notes into a ready plan to approve
A summary of a new video — into a vk post after approval
A location database for shoots from a simple query — automatically
Shared-inbox emails routed to the right channels by topic
A single-use meeting link — logged in a sheet and announced
Recaps of a channel's new videos — with approval before publishing
Data-load failure monitoring with tasks and alerts
Job matches with a ready cover letter
Topic news monitoring with a digest to your messenger
Round-the-clock answers to hotel guests, in their own language
Client meeting prep: the gift, the place, and their preferences
Page SEO check with advice, into a spreadsheet
An alert before your SSL certificate expires — in advance
Invoice data into a sheet — from PDFs automatically
Monitor repository access and push events
Call analysis: an unhappy client pings the manager immediately
Shield your AI assistant from malicious incoming messages
A personal post-purchase message to your customer — automatic
Mining leads from your inbox into a sheet
A voice note becomes a worked-out answer
A hands-free pachca channel: feed news, rewritten by AI
Invoice bookkeeping from PDFs: drop the file, the data appears
Product review sentiment analysis with a summary in chat
An invoice decision log: who approved what, and when
Fresh podcast topic ideas, every day