Scriptera
Xero and Zulip automations
Ready-made scenarios where Xero and Zulip work for you: pick one — a copy appears in your account and runs on its own.
27 scenarios
- A daily birthday reminder to your messenger
- New invoice alerts — straight into your team chat
- Lead scoring and routing: hot leads straight to sales
- Inbound leads scored, with alerts and draft replies for the hot ones
- New-lead handling: CRM entry, team alert and reminder
- Client onboarding from a single form: folder, contact, channel, tasks
- 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
- Invoice to the customer right after the order, issued and sent automatically
- Re-engage stalled leads with a ready-made email
- Score event RSVPs and route them to sales
- Website leads — enrichment, scoring and routing to CRM
- Invoice intake with reading, risk checks and approval
- Automatic follow-ups for prospects who went quiet
- Re-engaging quiet clients — weekly, without manual tracking
- Invoices from email into accounting, with approval
- Tell customers their bug is fixed — the moment the issue closes
- Morning reminders of birthdays and name days
- Invoice and customer email, right after the request
- Incoming lead sorting and routing — automatically
- 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
- Every sale — logged, a ping to you and a thank-you to the buyer
