An automated workflow using zapier
Connects Keap Max Classic + SMS
Send SMS messages for new Infusionsoft credit card charges
About this workflow template
This automation scenario allows you to connect Keap Max Classic and SMS
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
Keap Max Classic and SMS can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in Keap Max Classic
Credit Card Charge in Keap Max Classic
Triggers when a credit card charge is processed from Infusionsoft through a merchant account.
Then this action happens in SMS
Send SMS in SMS
Send an SMS to a number. Notice that a successful action means that the SMS has been queued, not delivered.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Send SMS messages for new Infusionsoft credit card charges.
Part I
Configure Applications
First, we need to connect Keap Max Classic and SMS 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 SMS to Zapier.
Give Zapier access to your SMS account, using SMS 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: Credit Card Charge (Triggers when a credit card charge is processed from Infusionsoft through a merchant account.).
Then set up an Action for SMS
Choose this action: Send SMS (Send an SMS to a number. Notice that a successful action means that the SMS has been queued, not delivered.).
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 SMS.
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 SMS messages for new Infusionsoft credit card charges!
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triggerbyzapierautomateioNew contact action
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Send sms
Send an SMS to a number. Notice that a successful action means that the SMS has been queued, not delivered.
actionbyzapierautomateiopipedreamSend me an sms
This Action will send an SMS to your mobile phone.
actionbyiftttCall phone
Make a phone call to a number. Notice that a successful action means that the call has been queued, not completed. (Deprecated, no longer available for new customers)
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actionbyzapierSend ifttt an sms tagged
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Apps you need
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