An automated workflow using zapier
Connects Keap Max Classic + RingCentral
Send RingCentral SMS messages for new Infusionsoft invoices
About this workflow template
This automation scenario allows you to connect Keap Max Classic and RingCentral
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.
Keap Max Classic and RingCentral can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in Keap Max Classic
New Invoice in Keap Max Classic
Triggers when you add a new invoice.
Then this action happens in RingCentral
Send SMS/MMS in RingCentral
Sends a SMS/MMS message.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Send RingCentral SMS messages for new Infusionsoft invoices.
Part I
Configure Applications
First, we need to connect Keap Max Classic and RingCentral 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 RingCentral to Zapier.
Give Zapier access to your RingCentral account, using RingCentral 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: New Invoice (Triggers when you add a new invoice.).
Then set up an Action for RingCentral
Choose this action: Send SMS/MMS (Sends a SMS/MMS message.).
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 RingCentral.
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 RingCentral SMS messages for new Infusionsoft invoices!
Related Automation Templates
Supported triggers and actions
Tag added to contact
Triggers when a tag gets added to a contact.
triggerbyzapierNew contact
Triggers when you add a new contact.
triggerbyzapierautomateioNew invoice
Triggers when you add a new invoice.
triggerbyzapierautomateioNew opportunity
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).
triggerbyzapierautomateio
Send sms/mms
Sends a SMS/MMS message.
actionbyzapierSend sms
Sends an SMS
actionbyautomateiointegratelypabbly-connectpipedreamCreate meeting
Create meeting
actionbypipedreamMake callout
Make callout
actionbypipedreamSend an sms
Sends SMS.
actionbyintegromatGenerate ringout call
Starts a 2-legged RingOutCall based on specified from and to numbers.
actionbyzapierintegratelypabbly-connect
Apps you need
RingCentral
A cloud-based business communications solution that include message, video, phone, and contact center services
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
