Scriptera
Pipedrive and SourceCraft automations
Ready-made scenarios where Pipedrive and SourceCraft work for you: pick one — a copy appears in your account and runs on its own.
7 scenarios
- All work accounts for a new hire from one form
- A task and an alert on every deal move in your CRM
- A lead replies — the CRM card updates and a task lands on a rep
- Contract renewal reminders: an email to the client, a task for the rep
- Client onboarding from a questionnaire: project, tasks, channel, email, CRM
- Catch churning customers early: record updated, task created, team alerted
- An end-of-day report — written by AI and sent for you
