An automated workflow using zapier
Connects Keap Max Classic + Chatwork
Send ChatWork messages for new tagged Infusionsoft contacts
About this workflow template
This automation scenario allows you to connect Keap Max Classic and Chatwork
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots 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
Keap Max Classic and Chatwork can also be integrated using automation tools other than zapier:
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 Chatwork
Send Message in Chatwork
Post a new message to a specific group chat in ChatWork.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Send ChatWork messages for new tagged Infusionsoft contacts.
Part I
Configure Applications
First, we need to connect Keap Max Classic and Chatwork 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 Chatwork to Zapier.
Give Zapier access to your Chatwork account, using Chatwork 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 Chatwork
Choose this action: Send Message (Post a new message to a specific group chat in ChatWork.).
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 Chatwork.
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 ChatWork messages for new tagged Infusionsoft contacts!
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 message
Post a new message to a specific group chat in ChatWork.
actionbyzapierautomateiointegratelypabbly-connectPost a message
This action will post messages.
actionbyiftttCreate task
Adds a new task in a specific group chat.
actionbyzapierintegratelypipedreamCreate a room message
Sends a message to a room.
actionbyintegromatPost a task
This action will post tasks.
actionbyiftttCreate room
Create a new chat room in ChatWork.
actionbyzapierintegratelypabbly-connectpipedream
Apps you need
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