Scriptera
QuickBooks Online and SendGrid automations
Ready-made scenarios where QuickBooks Online and SendGrid work for you: pick one — a copy appears in your account and runs on its own.
38 scenarios
- Birthday greetings and a promo code — automatic, right on the day
- Route each new order into your CRM, invoices, and mailing list
- A morning portfolio summary by email — automated
- Tasks from your email into one base
- A daily order report to your inbox
- Scheduled invoice payment reminders for customers
- Automatic payment reminders for QuickBooks Online invoices
- A PDF pricing proposal from your sheet — sent to the client
- Invoices from an order form — issued and sent automatically
- An invoice to the client — from one status change
- Invoicing a client: the scenario collects the details and issues it
- A client invoice, from collecting details to sending
- Supplier orders from low stock — out of QuickBooks Online, automatically
- A morning HR summary with risks, emailed for you
- Video ideas from viewer comments — on a schedule
- Weekly store sales analysis with AI
- A personal assistant in Telegram — by voice and text
- Recover abandoned carts with a coupon email
- Your post analytics, emailed on a schedule
- The customer's order right inside the support ticket — no manual lookup
- Welcome emails for new customers with tracking
- A weekly report: the week against your goals
- Review sentiment analysis and an AI report to your inbox
- IoT compliance monitoring and ESG reporting on autopilot
- Invoice intake with reading, risk checks and approval
- Events on autopilot: registration, payment, reminders
- Appointment reminders 3 days and 1 day before — by email and message
- Customer feedback sorted into themes, tasks and a weekly report
- A weekly reminder of tasks with deadlines
- Inbox sorted by topic and importance, automatically
- Consolidating revenue from every till and prepping filings
- Reconcile payments, bank and orders — mismatches found for you
- Ecommerce support that answers from your own policies and catalog
- A daily digest to subscribers by their topics — hands-off
- Invoices from orders and payment reminders — automatically
- Every sale — logged, a ping to you and a thank-you to the buyer
- Invoices and payment reminders — from order to paid
- Abandoned-cart recovery — email, SMS and a discount in sequence
