Insights & AI
Studio
Fit Octyo to your trade, automate repetitive work and connect your other software, no developer needed.
Who it’s forOwners, admins and app managers
What you do with Studio
- Add your own fields to records: contacts, products, deals, employees, tickets, vehicles…
- Set up your PDFs: color, logo, header and notes on invoices, quotes and delivery notes
- Apply your industry pack: only missing settings are added, with no made-up data
- Write “When… If… Then…” rules, such as a reminder three days after an invoice is due
- Dry-run a rule on its last real trigger, without executing anything
- Create API keys and webhooks to connect Octyo to your tools, including Zapier and Make
With the other apps
What Studio shares with its neighbors, with nothing typed twice.
- InvoicingPDF settings apply to invoices and quotes; a rule can follow up on unpaid invoices
- CRMFields specific to your deals, and a rule that schedules a follow-up for each new lead
- Forms & surveysA form response can trigger an automation set up from the Forms app
- EmployeesFields on employee records, and an onboarding journey started by a rule
In the same area
Which plans include it
- Discovery: your free app of choice
- À la carte: added to your other apps
- Essential: as an add-on
- Complete: included, with every other app
Try Studio for free.
With the Discovery plan, Studio can be your free app, for up to 3 users. The other apps stay one click away.
