SMSC.ru and Xero automations

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

49 scenarios

Website leads greeted — email, CRM, team alert
A daily birthday reminder to your messenger
Form leads straight into the CRM
Route each new order into your CRM, invoices, and mailing list
New invoice alerts — straight into your team chat
Scheduled invoice payment reminders for customers
Automatic payment reminders for Xero invoices
Leads scored and routed to a rep — straight from the form
Lead scoring and routing: hot leads straight to sales
Enriching leads with contacts — drop a sheet, get a filled CRM
Win back abandoned Shopify carts by email and in CRM
A prospect list with contacts — automatically
Inbound leads scored, with alerts and draft replies for the hot ones
A personalized sales proposal from a table row, ready and sent
Invoices from an order form — issued and sent automatically
New-lead handling: CRM entry, team alert and reminder
Lead verification and CRM sync — straight from a JotForm form
Open-house visitors into your CRM and into an email, right after the visit
Smart auto-replies to routine emails
High-value lead alerts — to chat, sheet and calendar
Client onboarding from a single form: folder, contact, channel, tasks
Properties with owner contacts — daily to your CRM and email
Invoices and payments on autopilot — from issue to paid
Scoring and routing leads from form submissions
Cold outreach with personal emails and CRM logging
Client renewal reminders — ahead of time
Capture and route leads from every channel
Welcome emails for new customers with tracking
Re-engage stalled leads with a ready-made email
Invoice to the customer right after the order, issued and sent automatically
Score event RSVPs and route them to sales
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Invoice intake with reading, risk checks and approval
Website leads — enrichment, scoring and routing to CRM
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
Website enquiries: contact, ticket and reply with no manual entry
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
Invoices from orders and payment reminders — automatically
Every sale — logged, a ping to you and a thank-you to the buyer