An automated workflow using zapier
Connects Keap Max Classic + Surveypal
Send survey invitations from Surveypal to new tagged contacts on Infusionsoft
About this workflow template
This automation scenario allows you to connect Keap Max Classic and Surveypal
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Diagram
How it works?
When this trigger fires in Keap Max Classic
Tag Added to Contact in Keap Max Classic
Triggers when a tag gets added to a contact.
Then this action happens in Surveypal
Send Invitation in Surveypal
Send a Survey invitation by e-mail to someone.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Send survey invitations from Surveypal to new tagged contacts on Infusionsoft.
Part I
Configure Applications
First, we need to connect Keap Max Classic and Surveypal to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Keap Max Classic to Zapier.
Give Zapier access to your Keap Max Classic account, using Keap Max Classic credentials.
Connect Surveypal to Zapier.
Give Zapier access to your Surveypal account, using Surveypal credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Keap Max Classic
Choose the following trigger: Tag Added to Contact (Triggers when a tag gets added to a contact.).
Then set up an Action for Surveypal
Choose this action: Send Invitation (Send a Survey invitation by e-mail to someone.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Keap Max Classic and Surveypal.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Send survey invitations from Surveypal to new tagged contacts on Infusionsoft!
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Supported triggers and actions
Tag added to contact
Triggers when a tag gets added to a contact.
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Triggers when you add a new contact.
triggerbyzapierautomateioNew invoice
Triggers when you add a new invoice.
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Triggers when you add a new opportunity.
triggerbyzapierautomateioNew payment
Triggers when you add a new payment of any type (Cash, Refund, check, PayPal, etc.)
triggerbyzapierautomateioNew contact action
Triggers when you add a new action for a contact (task, note, or appointment).
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Send invitation
Send a Survey invitation by e-mail to someone.
actionbyzapierSend invitation with meta
Send a Survey invitation by e-mail to someone adding meta values to the response.
actionbyzapierNew survey answer
Triggers when someone answers one of your surveys (you choose).
triggerbyzapierUpdate survey list
Obtains the list of surveys for certain client.
triggerbyzapier
Apps you need
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