Scriptera
Xero and YCLIENTS automations
Ready-made scenarios where Xero and YCLIENTS work for you: pick one — a copy appears in your account and runs on its own.
33 scenarios
- New Xero land in Yclients by themselves
- New Xero contacts — into Yclients audiences
- Contacts from Xero into Yclients audiences
- Text from chat photos, straight into a sheet
- Data shaped to the table format — prepared automatically before writing
- Accounting customers — into a spreadsheet every month
- Accounting invoices — in a sheet on their own, in real time
- Lead scoring and routing: hot leads straight to sales
- Win back abandoned Shopify carts by email and in CRM
- Contacts tagged by role and seniority — automatically
- Leads from a post's likes and comments — straight to your CRM
- High-value lead alerts — to chat, sheet and calendar
- Scoring and routing leads from form submissions
- Client renewal reminders — ahead of time
- Capture and route leads from every channel
- Client onboarding from a questionnaire: project, tasks, channel, email, CRM
- Score event RSVPs and route them to sales
- Shipping quotes delivered right in the customer chat
- Invoice intake with reading, risk checks and approval
- Automatic follow-ups for prospects who went quiet
- Re-engaging quiet clients — weekly, without manual tracking
- Campaign and deal analytics — in one table
- Invoices from email into accounting, with approval
- Tell customers their bug is fixed — the moment the issue closes
- Incoming lead sorting and routing — automatically
- Auto-booking demos for high-intent leads
- Lead verification, enrichment and sorting — automatically
- Personal emails to new contacts — built from their own socials
- Emailed invoices — into your books, automatically
- 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
- AI marketing outreach with reply handling — on autopilot
